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6 Cards in this Set

  • Front
  • Back
Information needed to schedule a closing appointment:
1.App ID
2.New, renewel, or increase.
3.Branch
4.Position
5.Date for loan docs.
Make sure the loan has been approved!
What to include in the note section:
Position
Escrow's Yes or No
Distrubtions
Insurance
What Documents are attached in DecPro
Any contact information for the borrow
Anything that DocPrep might need to know
Documents needed for loan:
Flood Search, Title, Appraisal, Income Verication, Insurance Dec Sheet
Could Need:
Trust Agreement, Death Certificate, POA paperwork, Evidence of Flood Insurance, Payoff Statements, Proof of Payment and/or LIen Release, Master Condo Policy
DocPrep Consumer Team
Deborah Rynearson
Glenna Trinkle 765-378-8471 or EXT 28416
Jennifer Kilgus 765-378-8538 or EXT 28538
Yvette Waters 765-378-8406 or EXT 28406
Exception Concurrence Group
Beth Boltz Candy Shumard
Nicole Cox Tim Hart
Tony MIllspaugh
To reassign loan to DocPrep for ordering services.
To include app numbers on correspondance. To check the note section for current status of loan or other info on the loan.
To give a 48 hour notice when scheduling a closing appointment.
To read ALL emails from DocPrep