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Quality Control Plan

Red Flag Identity Theft Plan

Safeguarding Information (GLB)

Federal Compliance

Anti-Predatory Lending

Lending Operations

Credit Policy

Origination

Fair Lending

Processing

Underwriting

Lending Policies

Closing/Funding

Human Resources

Branch Operations

Physical Operations

Disaster Recovery

Wholesale

Broker Approval/Channel

Loan Servicing

Secondary Marketing

Loss Mitigation

Commercial Lending

Construction Lending

Business Plan

Third Party Mortgage Origination Management Plan

Policies and Procedures for Accepting Applications from Brokers and Correspondents

Sourcing loans from mortgage brokers and other intermediaries requires its own plan. Wholesale Lenders need a guide to distribute to brokers and third party originators defining policies and procedures for conducting business. This program includes broker/correspondent approval, vendor management, pricing, loan file intake, underwriting submission, making and communicating decisions, closing and quality control.

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Third Party Origination Policies and Procedures Elements

• Broker Approval Process

• Submission Process

• Underwriting Guidelines

• Closing Procedures

• Rate Lock Policies

• Rate Distribution Process

• Product Highlights

• Underwriting Guidelines

• Quality Control for Brokers

Sample forms - fee sheets, registration forms, rate sheets, broker approval documents, loan approval notifications, underwriting reviews - included for customization.

 

View Table of Contents (PDF Format)

 

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