Compatibility · Mortgage Lending
Loan Origination & Processing
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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Application intake checklists
A list of the forms, disclosures, and borrower documents a loan officer or processor must collect to open a complete mortgage file.
What it’s used for
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Borrower document request lists
A checklist sent to a mortgage applicant naming every document they must supply for the loan file.
What it’s used for
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Condition clearing procedures
An internal guide explaining how loan processors review, document, and sign off on underwriting conditions before a mortgage can close.
What it’s used for
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Credit report ordering SOPs
A step-by-step procedure for how loan staff order, re-issue, and handle borrower credit reports during loan origination.
What it’s used for
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Disclosure delivery timelines
A schedule showing when each required mortgage disclosure must be sent to the borrower and how delivery is proven.
What it’s used for
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File setup and stacking order
An internal guide for how a mortgage loan file is assembled, listing which documents go in and the order they are stacked.
What it’s used for
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Income documentation requirements
A guide listing the paperwork borrowers must provide to prove their income, broken out by how they earn it.
What it’s used for
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Loan estimate issuance procedures
An internal procedure guide explaining how and when loan officers and processors must issue Loan Estimates to mortgage applicants.
What it’s used for
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Processing SOPs
A written manual of the standard steps loan processors follow to take a mortgage file from application to underwriting submission and closing.
What it’s used for
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Verification of employment and asset procedures
An internal procedure guide telling loan processors how to confirm a borrower's job, income, and money in the bank.
What it’s used for
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