Pre-Underwrite Review:
Perform a pre-underwrite review,
auditing loan setup and borrower
documentation to maximize file viability.
.
Borrower Introduction:
Initiate a warm borrower introduction
to assist with upfront document
collection and setup.
File Registration:
Execute file registration, monitor initial
disclosure generation, and submit a fully
compliant package to underwriting.
.
Appraisal Management:
Manage appraisal ordering and
scheduling early to help prevent
downstream delays.
Funding Coordination:
Collaborate with the funding
department to ensure punctual
disbursement and confirm completion
with settlement.
.
Funding Confirmation:
Provide real-time funding
confirmation to all key parties.
Post-Closing Support:
Deliver ongoing support to resolve
post-fund lender inquiries or trailing
document requests.
.
Borrower Support:
Remain an accessible resource
for borrowers to assist with
post-closing questions.
Condition Coordination:
Liaise directly with borrowers,
underwriters, & third-party stakeholders
to satisfy all conditional requirements.
.
Status Tracking:
Maintain proactive status tracking
to keep each file moving continuously
toward final approval.
Closing Coordination:
Coordinate directly between
settlement agents and the lender’s
closing department to ensure prompt
loan document package delivery.
.
PTF Management:
Clear all Prior-To-Funding (PTF)
conditions to maintain the target
closing date.
