Mortgage Lending · Loan Origination & Processing
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 usually contains
- Step-by-step file setup and document collection checklists
- Turn-time targets for each stage and borrower contact intervals
- Rules for ordering appraisals, title, payoffs, and verifications
- Conditions clearing and underwriting resubmission procedures
- Disclosure timing, compliance checks, and escalation contacts
What the assistant uses it for
Answer questions about who does what and by when during processing, which documents are required for a given loan type, and how to handle stalled files, missing conditions, or disclosure deadlines.
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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