Mortgage Lending · Closing & Post-Closing
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 usually contains
- Pre-funding checklist of signed and required documents
- Approval levels and dollar thresholds for funding sign-off
- Wire release steps, cutoff times, and callback verification
- Conditions that trigger a funding hold or delay
- Handling of dry versus wet funding states
What the assistant uses it for
Answer questions about who authorizes a loan funding, what must be verified and cleared before wiring proceeds, and how funding holds or exceptions are escalated and documented.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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