Working on Files
Working on Leads
- Add labels
- Convert lead to prospect/loan
- Create a lead
- Send invitation to borrower
- Set up follow-up flag
- Update and remove follow-up flag
Working on Prospects
- Convert prospect to loan
- Create an escalation ticket FROM an application
- Create an escalation ticket WITHOUT an application
- Download pre-qualification letter
- Generate documents
- Generate fees sheet from rate tracking
- Invite borrower to fill out application from prospect
- Issue pre-approval letter
- Link mortgage with property
- Pull credit report
- Run AUS
Working on Loans
- Clone an application (from prospect/loan)
- Download 1003 form (under PDF format)
- Generate and send the Borrower certification and authorization form
- Input lock event
- Order COE on VA website
- Request 5-star review (once loan is Clear to close)
- Request commission for funded loan (video) | (PDF)
- Sign in and register for a new account on VA website
- Use to-do lists