HALO
Where do you enter the details of your Borrower Welcome Call?
Action > Comments
For Purchase files, contact with the Borrower will be done every __ business days.
2
Where in HALO do you go to update fees?
BOTW Consolidated Fees screen
When Processors receive a file, what status is the loan in?
Conditions Review
What is the actual name of the procedure that details the template for Notes to Closer?
06 1210 Processing Notes to Closer
Name the screen where you enter the Homeowner’s insurance provider.
BOTW Core Vendor screen
Where do you go to annotate documents received?
Document Tracking
What Comment Category is used for notes to the Closer?
Closing
Loan Inspectors have __ business days to pass inspection.
10
Where do you go to find the HALO Clear to Close Review document?
Tools & Templates
Where specifically, do you enter Non-Borrowing Spouse information?
Loan Summary Details > ‘Parties to the Transaction’ link
How many times can a Processor send a file to UW for re-submission?
Once
What tool is used for the expiration of documents?
Aura
or
The Calculator found in Tools & Templates
What Business Unit inspects the Minimum requirements Checklist?
FCR
What Category of Tools & Templates contains the DU Job Aid?
HALO
Where specifically, do you add Flood Escrow?
Loan Summary Details > ‘Other Insurance’ link
On what date is UDM effective?
Date the Credit Report was ordered
Files should be prepared and moved to Clear to Close at least __ days before the ETC.
10
After a file passes FCR, what Business Unit reviews it next?
Underwriting
Where can you find the Undisclosed Debt Monitoring PPT?
Tools & Templates > Training PPT
What Utility is used to submit a file back to Appraisal Review?
Additional Appraisal Information
What Event Code is used in RealEC for Comment Action Required?
222
Title Reports must be within __ days of the signing date.
90
What Business Unit orders the Title and Appraisal?
Ops Support
What section of the RLM provides information on Conventional Loan Guidelines?
08 Conventional Guidelines