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> Loan and mortgage crm
Loan and mortgage crm
Loan Application Process
Collect borrower’s personal and financial information
Verify income and employment details
Assess creditworthiness and credit score
Gather necessary documentation (e.g., pay stubs, tax returns)
Complete loan application form
Pre-Approval Stage
Review submitted application and documents
Conduct preliminary underwriting
Determine loan eligibility and amount
Issue pre-approval letter to the borrower
Loan Processing
Order credit report and appraisal
Perform title search and insurance review
Coordinate with third-party service providers (e.g., appraisers, underwriters)
Review loan conditions and borrower responses
Underwriting
Analyze the loan file for risk assessment
Verify all documentation and borrower information
Make final decision on loan approval or denial
Communicate underwriting decision to the borrower
Loan Closing
Prepare closing documents and disclosures
Schedule closing appointment with borrower
Review documents with the borrower and obtain signatures
Disburse funds and finalize the loan
Post-Closing
Ensure proper recording of the mortgage
Send final closing documents to all relevant parties
Set up loan servicing and payment processing
Monitor loan performance and borrower communication
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