UWM
True or false: UWM has sign ahead activated.
True
Does Lennar have sign ahead enabled?
Yes
Where should we start clocking in now?
ADP
What status does your transaction need to be in on the portal and in admin for you to be able to prep?
Open Order. Do not recall while in Sent to Title Agent Status
What should you do if you receive a Lennar without title documents?
Email The TA and ask if they have any title documents to include. If not, prep as normally.
What should you add to RTG's (TRG/REALOGY) note to signer?
Add the "TRG Green Card" Macro to the note to signer
What kind of notaries do UWM use? In house UWM notaries or Notarize Notaries?
In house UWM Notaries
Name 3 documents that need to be deleted?
Printer Settings Document
Data Entry Proof Sheet
Items Required by Lender
Closing - Closing Instructions
Fax Cover Sheet
Loan Disbursement Instructions
Closing - Collateral Package Cover Sheet
Virginia Land Record Cover Sheet
Closing - Closing Instructions - TX
All Divider Pages
Paper Note (will have eNote - do not keep the original pdf Note in the packet)
Document Date Notice
What are the two new software updates that I showed in our past team meeting?
Is UWM a Queen or King Account?
King Account
False
Name 1 SOP violation for Orchard Title
Not turning the Notary Toggle on “Affidavits” that do not have a Notarial Statement
Docs being left “Sign Ahead” that the SOP states should be “In Meeting”
Not adding “Fill In Here” flags to the “Power of Attorney”
Who are the two escalation contacts for UWM?
Chris Estrellado and Keaton Leavock
Is Lennar a King Or Queen account?
Queen Account
Besides lennar and uwm, name 1 queen and 1 king account
Queens that we work with directly in closing ops:
Lennar, OSN, First American, First Republic
Kings that we work with directly in closing ops:
UWM, Docutech, Fidelity