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Broker (View ASAP Engine & SmartFORM Video)
1.) Price your loan using an ASAP Engine™.
2.) Use the SmartFORM™ as your submission/doc request/lock form, or use our standard forms.
3.) Fax or Email your submission, Point file & Credit report to your broker coordinator (see AE) |
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Wholesale Account Executive
1.) Makes sure the loan fits our matrices.
2.) Validates Pricing
3.) Liason between Broker & Underwriter |
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Underwriter
1.) Make sure the loan fits our investors guidelines
2.) Writes a conditional loan approval
3.) Validates and signs off conditions as they come in. |
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Broker Coordinator
1.) Sends conditional loan approval to Broker
2.) Follows up with broker on outstanding conditions
3.) Expedites loan from submission to funding |
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Broker
1.) Submit lock/doc forms if not done already.
2.) Completes and submits PTD conditions. |
BIG PAY |
Docs are Ordered
*Receive docs the next day
*Clear funding conditions
*Fund
*SEND ANOTHER LOAN |
