**How to start a new file?**
- Please run pricing using EPPS, Loannex, or Optimal Blue engine. If need additional help, please email email@example.com
1a. 5 Basic Pieces of Info to include in email:
1b. Loan Amount
1e. Primary or Investment
1f. CHALLENGE in brief and clear description
- Gather required documents, cover sheet, and 1003 information. Please send request for setup to firstname.lastname@example.org
2a. If borrower filled out an application online, please go into Encompass and locate the file and change APPLICATION MILESTONE TO APPLICATION FINISHED. (Yellow Milestone)
Borrower Authorization Form Credit Only
Borrower Authorization Form Credit and Appraisal
- Setup team will help to pull the credit report, send out Econsent, and a disclosure package. Once finished, it will be in ORIGINATION milestone. You will also receive and email stating disclosures have been sent out and are ready for signing.
- Processor will work on cleaning up the file and submission to the UW for review.
- Once initial approval is available, UW will call you about conditions and any areas that may need extra attention