Services
Forward Mortgage Processing
Includes client communication at loan milestones, initial submission, verification of employment, credit supplement order, appraisal order with reconsideration and final inspection, title & escrow order, HOI binder, conditional approval items with client follow-up, Closing Disclosure, and doc order. LO is responsible for loan set-up, credit report order running/passing AUS/DU, broker demand, initial disclosure order, and CD approval.
Reverse Mortgage Processing
Includes client communication at loan milestones, initial submission, appraisal order with reconsideration and final inspection, title & escrow order, credit supplement order, HOI binder, and conditional approval items with client follow-up. LO is responsible for loan set-up, credit report order, and application/disclosure signatures.
Please use the form below to contact me if you'd like to set up a meeting to discuss roles and expectations further. Thank you.