Mortgage Policies and Procedures Manuals
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Third Party Mortgage Origination Management Complete Package

Start with the Wholesale Module...

Sourcing loans from mortgage brokers and other intermediaries requires its own plan. Wholesale Lenders need a guide to distribute to brokers and third party originators defining policies and procedures for conducting business. This program includes broker/correspondent approval, vendor management, pricing, loan file intake, underwriting submission, making and communicating decisions, closing and quality control.
Third Party Origination Policies and Procedures Elements
  • Broker Approval Process
  • Submission Process
  • Underwriting Guidelines
  • Closing Procedures
  • Rate Lock Policies
  • Rate Distribution Process
  • Product Highlights
  • Underwriting Guidelines
  • Quality Control for Brokers
  • Sample forms - fee sheets, registration forms, rate sheets, broker approval documents, loan approval notifications, underwriting reviews - included for customization.

... and add the Non-Origination Components of the Banker Package

Giving you the complete package of tools to manage your third party origination operation.

  • Processing
  • Underwriting
  • Closing
  • Branch Operations/HR
  • ID Theft/Information Security
  • Compliance
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Price: $1,495.00 On Sale $1,395!! - Request Discount Code

Also known as "Broker-Wholesale" business model, this package contains all of the policies and procedures necessary to establish and operate a business designed to source loans from mortgage brokers or correspondents.
Request Discount Code

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All material copyright 2006-2025 QuickStart Mortgage Manuals
  • Home
    • What Regulators Require
    • The CFPB and You
    • Why do I need Quality Control?
    • What is a Module?
    • What is a Template?
    • Get Free Update Notifications
    • About Us >
      • FAQs
      • Industry Blog
      • Mortgage Resources
      • Client List
      • Discount Codes
      • Free Sample Request Form
  • Policy/Procedure Manuals
    • Single Policies >
      • TRID-Integrated Disclosure Policy
      • Social Media Policy and Procedure
      • Vendor Management Policies and Procedures
      • MERS Quality Assurance (QA)
      • Ability to Repay Policy
      • Anti-Money Laundering/SAR Reporting
      • Fair Lending Plan
      • E-Sign Policy
      • FACTA/Information Security
      • Mortgage Compliance Policies
      • SAFE Act Policy Manual
      • Secondary Marketing Manual
      • Appraiser Independence Manual
      • HPML Appraisal Policy
      • Mortgage Business Plan
    • Quality Control Plan - Agency/Investor
    • Quality Control - Broker/Non-Delegated Corr
    • Mortgage Compliance Manual
    • Origination-Production Manual
    • Processing Policy and Procedure Manual
    • Underwriting Procedures/Credit Policy
    • Closing, Funding and Delivery
    • Mortgage Operations & Employee Manuals
    • Servicing Procedures
    • Sub-Servicing Management Manual
    • Wholesale/Broker TPO Manual
  • Complete Packages
    • Mortgage Banker/Lender Package
    • Correspondent/Broker Package
    • Compliance Pack for Lenders
    • Broker Compliance Package
    • Wholesale (TPO) Package
  • Services
    • Updates and Downloads
    • Agency Approval Services
    • Training Program Development >
      • Intranet Development
    • Audit Support >
      • New York State Audit
      • Pennsylvania State Audit
      • Nevada Audit Preparation
    • QC Audit Quote Request
    • Free Customization Offer >
      • Let Us Customize Your Product
    • Access Document Management