Loan Setup

Splitting document and indexing to appropriate folders

Completing 1003 and other forms in LOS

Loan ​Process

Perform initial quality control, credit checks, pre-approvals, and ​order/receive third-party documents (Title, VOE, HOI).

Review the complete file and supporting documents, run DU/LP checks for ​red flags, and submit the file for underwriting.

Underwriting ​Support

Review capital, collateral, income, and debts, and add conditions to ensure ​documentation meets loan eligibility and guidelines.

Facilitate pre-closing activities such as credit supplement evaluation and VOE ​evaluation to ensure all criteria are met before closing.

Closing & Post ​Closing Support

Prepare and review documents, manage post-closing retrieval, and coordinate ​the entire closing process for timely execution.

Perform compliance and quality control audits to ensure accuracy and ​adherence to regulatory standards.

Customer ​Support

Provide round-the-clock customer support to assist borrowers with inquiries.

Manage customer inquiries related to loan status, document submission, and ​other general questions.

Provide email-based support to assist borrowers with their queries, ensuring ​timely responses.

Schedule appointments between borrowers and loan officers or underwriters, ​streamlining the communication process.