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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.


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 Mortgage Wholesale Policy and Procedure Manual Sample (PDF Format)


Can be Value Priced as part of Wholesaler Package 

Price: $595.00 On Sale $495!! - Use Code (100OFF)


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