Loan Officer's Checklist
Things to do ....
Here are a few suggestions:
- Interview Borrower(s)
- Pull Credit Click
Here
- Select Lender and lock rate
- Fill out Application
(1003) & Disclosure Forms
- Collect all neccessary Documentation(s)
Obtain borrower's signature on application.
- Order Appraisal Report
- Order Title Binder
- Order Hazard Insurance / Home
Owner Insurance
- Order Condo / PUD Questionaire
- Order Master Ins. Policy DEC Sheet for PUD or Condo
- Complete Checklist before turning Loan over to Loan Processor
- Follow Up
- Schedule Closing
- Review HUD-1
- Attend Closing
- Pick Up Broker's Check
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