Compatibility · Mortgage Lending
Closing & Post-Closing
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Closing disclosure preparation procedures
A step-by-step internal guide for preparing and issuing the borrower's Closing Disclosure before a mortgage loan closes.
What it’s used for
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Closing instruction templates
A standard set of written directions a lender sends to the settlement agent telling them exactly how to close a mortgage loan.
What it’s used for
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Final document delivery checklists
A checklist tracking the recorded and original documents a lender must collect and ship after a loan closes.
What it’s used for
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Funding authorization workflows
An internal procedure describing who checks what before loan money is released at closing, and how that approval is recorded.
What it’s used for
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Note and mortgage document sets
The signed loan paperwork package from a mortgage closing, centered on the promissory note and the mortgage or deed of trust.
What it’s used for
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Post-closing audit checklists
A checklist used after a mortgage loan closes to verify every required document is present, signed, and correct before the file is delivered or sold.
What it’s used for
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Post-closing quality control procedures
A written procedure describing how a lender reviews closed mortgage loans after funding to confirm they were underwritten and documented correctly.
What it’s used for
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Recording and trailing document procedures
An internal procedure guide for getting mortgage documents recorded with the county and tracking down the paperwork that comes back later.
What it’s used for
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Settlement agent instructions
A lender's written directions to the closing or title agent explaining exactly how to conduct and fund a mortgage closing.
What it’s used for
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Wire transfer and fraud prevention SOPs
Written procedures for safely sending and receiving closing funds by wire and for spotting attempted wire fraud.
What it’s used for
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