Compatibility · Mortgage Lending
Vendor & Partner Information
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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Appraisal management company agreements
A contract between a mortgage lender and an appraisal management company setting out how property appraisals are ordered, delivered, and paid for.
What it’s used for
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Credit reporting vendor contacts
A contact list for the credit bureaus and reseller agencies a mortgage lender uses to pull borrower credit reports.
What it’s used for
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Document preparation vendor agreements
A contract between a mortgage lender and a firm that prepares closing loan documents, setting terms, fees, and responsibilities.
What it’s used for
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Flood certification vendor documentation
Paperwork covering the outside firm that determines whether a property sits in a flood zone for each mortgage loan.
What it’s used for
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LOS integration documentation
Technical and operational guide describing how a mortgage lender's loan origination system connects and exchanges data with an outside service or partner.
What it’s used for
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Settlement agent approved lists
A lender's roster of title companies, escrow firms, and closing attorneys cleared to handle its loan closings.
What it’s used for
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Third-party provider agreements
A contract between a mortgage lender and an outside service provider setting out the work, fees, and rules for handling loan data.
What it’s used for
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Title company directories
A list of title and escrow companies a lender works with, showing contact details and the areas each one covers.
What it’s used for
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Verification service provider contacts
A contact list for the outside firms a lender uses to verify borrower employment, income, assets, identity, and tax transcripts.
What it’s used for
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Warehouse lender agreements
A financing contract between a mortgage lender and a bank that provides the short-term credit line used to fund loans until they are sold.
What it’s used for
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