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Mortgage Application https://docs.google.com/spreadsheets/d/1hyMh5WGssN…
- Prepare client suitability survey (KYC)
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- Complete Mortgage Application and make copies of two IDs
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- Collect all documents according to the type of application being submitted
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- Prepare Filogix file, including lender notes
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- Communicate with the client about process, expectations, what is required to see the process through to the end
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- Prepare Filogix forms (disclosures, consent, etc.) and get client to sign
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- Pull credit; choose lender, verify lender notes, and submit the application
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- Explain commitment including closing cost
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- Meet with client (face to face); verify ID's, collect signed commitment and additional documents needed by lender
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- Submit documents to the lender; negotiate terms if necessary
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- Ensure client has a lawyer for closing
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- Communicate any further requirements from lender to client
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- Communicate with the client about the closing date, location, etc.
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- Complete the file and prepare it for audit, complete with check list
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