Step 1: The Loan Consultant will Discuss your objectives. Present Your Loan Program Options. Initiate the Loan Application and request the initial documents required for Preapproval.
Step 2: After completing the Loan Match Questionnaire, The Loan Consultant will Provide a Pre Approval Loan Match Report. Confirm your loan application and supporting documents have been completed and received.
Step 3: The Loan Officer will create a Funding Roadmap. Discuss Rates/Terms/Fees. Address any barriers and offer an Elevation Strategy with Personalized Solutions to assist and guide the clients through every step of the lending process.
Step 4: Once your loan is approved for closing, the loan consultant will work directly with the funding execution team to confirm your closing details and answer your questions and provide support whenever you need it.
