FirstBank OnBoarding Manual - Flipbook - Page 43
WORKFLOW AND MILESTONES
Credit Workflow
Doc follow up
PreCloser will Prep file for closing
Docs
Started
Setup
Loan Officer and
Assistant (If applicable)
PreProcessing
Processing
Pre
Processor
Processor
Submittal
Cond
Approval
ReSubmittal
PreClosing
Approval
To
Attorney
UW
Processor
UW
Closer
Closer
Loan Estimate (LE) --- Change of Circumstance --- Closing Disclosure (CD)
LE Fee Tolerance & APR Changes
Disclosure Workflow
42
Onboarding Manual
Confidential. Property of FirstBank. Not for Distribution.
