Mortgage Lending · Secondary Marketing & Investor Relations
Investor delivery checklists
A step-by-step list of the documents and data required before a closed loan can be delivered and sold to an investor.
What it usually contains
- Required closing documents such as the note, mortgage or deed of trust, and title policy
- Endorsement, assignment, and transfer-of-servicing requirements
- Data and document checks against investor guidelines before purchase
- Delivery deadlines, funding cutoffs, and lock expiration dates
- Sign-off lines for shipper, reviewer, and post-closing staff
What the assistant uses it for
Use it to confirm what must be in a loan file before it goes to an investor and who signs off at each step. It also answers questions about delivery timelines and common reasons a loan gets suspended or returned.
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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