•Loan Officer's Checklist

Things to do ....

Here are a few suggestions:

  1. Interview Borrower(s)

  2. Pull Credit Click Here

  3. Select Lender and lock rate

  4. Fill out Application (1003) & Disclosure Forms

  5. Collect all neccessary Documentation(s)
    Obtain borrower's signature on application.

  6. Order Appraisal Report

  7. Order Title Binder

  8. Order Hazard Insurance / Home Owner Insurance

  9. Order Condo / PUD Questionaire
  10. Order Master Ins. Policy DEC Sheet for PUD or Condo
  11. Complete Checklist before turning Loan over to Loan Processor
  12. Follow Up
  13. Schedule Closing

  14. Review HUD-1

  15. Attend Closing
  16. Pick Up Broker's Check