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Mortgage Loan Closing and Settlement Policies and Procedures - Loan Document Preparation and Review Quality Control Manual

 

Lien perfection is the highest concern and the area of greatest risk for mortgage lenders.  The Mortgage Loan Closing Quality Control module provides policies and procedures, document review process, standards and guidelines which allows the company to control the funding function. It is ideal for lenders who need to document closing, funding and delivery to warehouse bank. The manual also acts as training program for new closers/funders and general closing instructions for settlement agents.

 

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Mortgage Loan Closing and Settlement Procedures Elements

  • Position Description

  • Documentation Requirements

  • Schedule Management

  • Pre-Closing Checklists

  • Funding Worksheets

  • Closing Crisis Management

  • Post Closing

  • Document Follow Up System

  • Servicing Set Up

  • Warehousing

  • Delivery

  • State Audit Preparation System

  • Approved Attorney System

We include non-LOS forms, checklists and letters for customization.

 

View Table of Contents (PDF Format)

 

Can be Value Priced as part of Banker and Wholesaler Packages

Price: $395.00 On Sale $345!! - Use Code (50OFF)

 

Resources for Closing/Settlement/Funding Managers

 

Document Preparation and Closing Compliance - ProClose allows both Client Server and Web Based SAS solutions - contact Lori Mills.

 
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