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Quality Control Plan

Red Flag Identity Theft

Origination

Processing

Underwriting

Closing

HR/Physical Operations

Wholesale

Package Modules together for a complete, seamless solution 

Origination Module

Topics

• Position Descriptions

• Compensation

• Lock-in policies

• Pricing Policies

• Lock-in Completion

• Pre-qualifying

• Pre-Approval

• Marketing Material Policy

• Complete Application Process

• Completing good faith estimate

• Setting up loan files for processing

• Pipeline review 

• Closing preparation procedures 

• Predatory Lending Policy

• Ethical Mortgage Lending Practices

• Complaint Resolution Process

All non-LOS loan origination forms are available on disk to customize for your own needs.  Includes ethical marketing tools. 

Add loan plan specifications, rate sheets or other documentation for your company to make it more robust.

View Table of Contents (PDF Format)

View Samples