A spreadsheet that includes categories such as property address, status, property type and market value. This form is commonly requested when there are additional mortgages on the credit bureau.
What is a schedule of real estate?
100
This property evaluation is 3-5 days.
What is property condition report?
100
The queue that you route to for income review (paystubs and w2).
What is the u04 queue?
100
This form of email should always be used to send in stips from a customer.
What is secure email?
100
"I'm here to provide you a great experience."
What is your goal?
200
Document prepared by the court, setting forth the terms and conditions of the divorce.
What is a divorce decree?
200
This title report takes 48-72 hours?
What is ownership and encumbrance?
200
Route to this queue to send closing docs overnight, rather than closing at a branch.
What is z19 queue?
200
Look for these when calling on any call.
What is trailing stips?
200
"If at any point you are not satisfied please let me know so I can make the process better."
What is the customer's recourse if they are not satisfied?
300
An identification card attesting to the permanent resident status of an alien in the United States.
What is a Green Card?
300
After 10 days this type of file cannot be reactivated.
What is a turned down file?
300
Ages of the children, 3 months cancelled checks and divorce decree.
What is need to included child support?
300
This system should be checked prior to requesting additional stips from a customer?
What is EDM?
300
"How do you feel we are doing?"
What is the temperature check?
400
Document issued by a bank after a secured loan/line has been re-paid and closed.
What is a lien release?
400
These two appraisal have an SLA of 5-7 days.
What is a BPO exterior and a driveby?
400
Profit & loss and balance sheet with quarterly tax returns and post close liquidity.
What is aged income documentation?
400
This template is sent to the customer after you have completed your initial call.
What is the handoff introduction email template?
400
"I will be in contact with you every 3-5 business days."
What is your contact strategy?
500
A document that is used in place of the original legal agreement itself whenever proof of its legal terms are needed.
What is a certificate of trust?
500
There is no SLA for this this activity code sent to UW.
What is the SLA for an AK?
500
Required for a PMA checking account in AL, CT, DE, GA, MS, NC, NJ, NY, PA & TN.
What is a $50,000 minimum balance?
500
When speaking to the customer what do you notate in the file to keep the customer committed.
What are deadlines?
500
"Have I answered all of your questions and concerns?"