Ticklers
The ticklers needed when filing a new UCC in the state
What are Post Filing Search & UCC Continuation?
The time frame for filing a UCC or NOL.
What is the same day the loan is booked?
The document needed when funds are disbursed prior to the note date in error.
What is a memo to the file?
The turnaround time for completed checklists
What is 5 business days?
How Loan Servicing secures a CD or DDA as collateral.
What is placing a hold on the account?
The action date on a new UCC continuation tickler
What is 4 years and 9 months from filing date?
The Loan Operations group it is important to email when you complete a booking packet by preforming maintenance only.
Who is Loan Imaging?
The date the customer received loan proceeds.
What is disbursement/ advance date?
The color of the checklist items I must do the same day I book the loan
What is blue?
The paragraph in the promissory note where other collateral is listed
What is Existing Collateral?
A tickler needed in Sageworks anytime title work is ordered
What is Final Title Policy?
The person you email when booking a new loan after month end that is dated for the previous month.
Who is Tara Ledbetter?
All loan proceeds are advanced at once on the same day.
What is a single advance loan?
The checklist with additional options you should look at with every loan to see if they are applicable
What is the Extras Checklist?
Collateral Code 11
What is the collateral code used for all commercial loans with a vehicle whether the vehicle is used for commercial or not?
The due date when adding a COGS tickler today
What is 06/15/2025?
Created when the first bill is due within lead days of booking the loan.
What is a manual bill?
Loan proceeds are advanced on separate days for different amounts up to the loan amount
What is a multiple advance draw non-revolving line of credit?
The documents that need to be wet signed
What is DOT/MTG & Assignment of Leases & Rents?
The fields on the Multiple Collateral Screen that may need updated on a renewal.
What are Owner & Location?
The most often missed ticklers on a real estate loan
What are Final Title Policy & Real Estate Tax Tickler?
Booking Motto
What is "Poor planning on your part does not constitute an emergency on ours."?
The 3-day delay of funding a loan on a primary residence.
What is the Right of Recission?
The Loan Servicing Detectives
Who is post-closing?
Paper Stock Certificate
What is a type of collateral we hold in our collateral vault at the bank?