Services Offered

Standard Package

Submission Through Post Closing

Loan Officer will be responsible for:
- Disclosing with the lender
- Verifying disclosures are signed
- Initial docs for Underwriting
- Notify the processor file is ready

Loan Processor will be responsible for:
- Reviewing borrower documents
- Title/Appraisal order outs
- HOI quote/declaration order
- Payoff/Supplement/VOE orders
- Review and gather loan conditions
- LOS notes on all loan activity
- CD order/review and signing verification
- Final CD review with Client(s)
- Closing date/time scheduling
- Review of funding docs
- All compliance docs uploaded to LOS

Enhanced Package
Disclosures Though Post Closing

Loan Officer will be responsible for:
- Providing client docs on-hand
- Indicate preferred pricing/lender
- Notify the processor file is ready

Loan Processor will be responsible for:
- Accurately disclosing loan
- Notifying client of disclosures
- Answering disclosure/LE questions
- Daily follow-up on e-signing
- Gathering refreshed client docs
- All “Standard Package” items

1Custom Package

Specify your exact needs

If you would like more or less assistance than our other packages we can develop a custom package just for you including LOA services!

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