Three Examples of the “Almost Perfect” Loan Process

A few months ago, I met with three loan officers who asked me if I had a checklist of the steps that could ideally be taken when a loan comes in the door.

Each one of them decided to come up with their own version of “The Perfect Loan” process, based upon their company’s infrastructure and the way THEY conduct their loan application-flow process.

While I know that there is no such thing as “perfect,” I believe that they have come extremely close to nailing it.

So, here’s the dealio.

They have agreed to allow me to share their Perfect Loan Process documents with you.

You may be asking yourself, “Why are they sharing these awesome documents?” It’s because if the entire mortgage industry can streamline the application, processing and closing process, consumers are less likely to complain (think CFPB) and, in the end, it will not only save time, but cost less money to deliver a loan.

Download all three examples. Then swipe and adapt the processes that work for you, your team and your company.

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