Standard Lists
Prospect
The Prospect list contains all files that do not have all six pieces of information required to trigger disclosures.
PreApproval
The PreApproval list contains all purchase preapprovals that do not have a subject property identified. ie: the subject property is TBD.
Incomplete
The Incomplete List is a list of all loan applications with the 6 pieces of information required to trigger disclosures, but are missing other required fields on the 1003.
My Pipeline
This list includes all loans that have been started.
Processing
List of completed loan applications that have disclosures (Intent to Proceed) signed.
Adverse
List of all loans that have been adverse actioned.
Closed Loan
List of closed/completed loans.
Cancelled Loans
List of all loans that have been cancelled.
Disclosures
Pending Disclosures
List of loans that have the six required pieces to disclose.
Pending eConsent
List of loans where the borrower has not logged on to their loan portal and eConsented.
Mail Room
List of loans that have been queued to have disclosures sent via standard mail.
Rate Lock & Pricing
Concessions
This is a list of loans that have a concession pricing requested.
Appraisal
Order Requested
List of loans with Appraisals requested.
Order Processed
List of loans with appraisal requests that have been processed.
Delivered
List of loans where the appraisal has been delivered.
Exceptions
Coming soon…
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