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<img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents
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Here are the detailed steps and milestones involved in processing a loan application from when a borrower is added to the pipeline to the closing of a loan by Super Admin. Each milestone represents a critical phase in the loan processing workflow.
Here's a detailed breakdown of each section in processing the loan by Super Admin :
OVERVIEW
APPLICATION
SERVICES
DOCUMENTS
LOAN QUOTE
PRE-APPROVALS
CONTACTS
ACTIVITY
Milestones Overview
- NEW
- CONTACTED
- APPLICATION STARTED
- DOCUMENTS
- APPROVE
- TEST
- PRE-APPROVED
- SUBMITTED TO PROCESSING
- DISCLOSURES
- UW SUBMITTED
- CONDITION APPROVAL
- CONDITION SUBMITTED
- CTC
- PREPARING FINAL CD
- CLOSING DISCLOSURE
- CLOSING PACKAGE SENT
- CLOSED
Milestone: NEW
Milestone: CONTACTED
Milestone : APPLICATION STARTED
Milestone : DOCUMENTS
Milestone : APPROVE
Milestone : TEST
Milestone : PRE-APPROVED
Milestone : SUBMITTED TO PROCESSING
Milestone : DISCLOSURES
Milestone : UW SUBMITTED
Milestone : CONDITION APPROVAL
Milestone: CONDITION SUBMITTED
Milestone : CTC (Clear to Close)
Milestone : PREPARING FINAL CD
Milestone : CLOSING DISCLOSURE
Milestone : CLOSING PACKAGE SENT
Milestone : CLOSED
By following these detailed steps, Super Admin can efficiently manage the loan application process, ensuring a smooth transition from "NEW" to "CLOSED."
Re-application of Loan
Resending Application Link to Borrower