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Loan Setup Checklist

Loan Setup Checklist

$29.99 USD
$29.99 USD
Sale Sold out

Setup checklist has been refined over a decade of use. Use this checklist with every loan to:

  • Avoid costly delays due to file suspensions 
  • Ensure documents needed for initial underwriting review are accurate and match 1003
  • Document that your processing team is aware of the nuance unique to each file
  • Great for new mortgage loan officer training
  • Format is both PDF and Word, you will receive both file types and can customize to your system and process requirements
  • After purchase you will be able to download immediately; you will also receive an email with link to download

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    Customer Reviews

    Based on 6 reviews
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    C
    Carlos

    Great to make sure I'm not missing the simple things!

    K
    Kelli

    Love it

    M
    Muhammad

    Buy it, use it, you won't regret it!

    L
    Louis

    Keeps me on track with each file

    B
    Brandon

    I manage 6 LO's and since I started having them use this, the stress between sales and ops staff decreased dramatically

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