Print

Working on Files

Table of contents

1. Working on Leads [edit]

2. Working on Prospects [edit]

3. Working on Loans [edit]

Working on Leads [edit]

  1. Add labels
  2. Convert lead to prospect/loan
  3. Create a lead
  4. Send invitation to borrower
  5. Set up follow-up flag
  6. Update and remove follow-up flag

Working on Prospects [edit]

  1. Convert prospect to loan
  2. Create an escalation ticket FROM an application
  3. Create an escalation ticket WITHOUT an application
  4. Download pre-qualification letter
  5. Generate documents
  6. Generate fees sheet from rate tracking
  7. Invite borrower to fill out application from prospect
  8. Issue pre-approval letter
  9. Link mortgage with property
  10. Pull credit report
  11. Run AUS

Working on Loans [edit]

  1. Clone an application (from prospect/loan)
  2. Download 1003 form (under PDF format)
  3. Generate and send the Borrower certification and authorization form
  4. Input lock event
  5. Order COE on VA website
  6. Request 5-star review (once loan is Clear to close)
  7. Request commission for funded loan (video) | (PDF)
  8. Sign in and register for a new account on VA website
  9. Use to-do lists