Avoid refunds to the borrower for tolerance issues by providing final CD that matches the final fees Prevent purchase delays by ensuring that all investor closing and funding conditions have been met No funding calculation and the right amount of money gets sent to the closing Save time and money by letting someone else deal with all the paperwork and investor delivery guidelines Select only the services you need and leave out the excess charges Your process is simplified, streamlined, and pain free!
Collaboration with settlement agent to obtain final settlement charges
Review of the estimated and closing fee amounts, as provided by the lender, for any tolerance violations
Perform audit checks to ensure loan is in compliance with state and federal regulations
Delivery of final Closing Disclosure to the lender
Create a net funding breakdown
Forward all applicable documentation (collateral package) to lender or warehouse bank for wire request
Review copies of executed documents
Confirm all investor funding conditions have been met
Issue funding authorization to the title company
Review closed loan package to ensure that all documents have been correctly signed, dated, and notarized
Ensure that any/all additional documentation is included in the package per the client/investor’s funding requirements
Scan closed loan package
Deliver original Note to investor
Stack and deliver closed loan package to the investor for purchase
Secure original closed loan package until investor purchase or return original package to client
Notify client of any discrepancies
Assist in obtaining necessary items
Forward purchase advice, if applicable
Track and forward final and recorded document
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