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File Flow

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File Flow

FILE FLOW FROM “ORIGINATION” TO “SUBMISSION TO CLOSING”

FLOW 2

FLOW 1

LOAN OFFICER ASSISTANT

LOAN OFFICER

4. 5.

Review 1003 make updates Run AUS and move file to TRID for disclosures-LO and LOA will review LE ok it to be sent to borrower Send the First Step email to borrower with a list of financials needed and call borrower to go over Follow up with the borrower to make sure any requested documents, disclosures and financials are back WITHIN 3 business days Order appraisal, title, flood cert, HOI (if locked), 4506, >Page 1 Page 2

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