a non inclusive list of tpo assist duties

We check existing loans, payment defaults, tax returns, and transcripts to ensure prompt approvals and CTC

Review records of financial and social security data to eliminate any discrepancies or errors in advance. 

Order prelim, flood cert, hazard, purchase agreement and copy of EMD on purchases 

Payment source to be Broker or borrower, will email payment link

e.g.  pay stubs, w2's, bank statements, award letters, DD214, mortgage statement, HOA info, EOI info, ID's and anything else that may pop up!

Prepare LOE's and gather verifications

for Government loans 

Payment source to be Broker or borrower, will email payment link

Upload conditions to lender portal

Review initial approval with MLO discussing any challenges

Re-submit any trailing conditions created by previous submission

Schedule closing with escrow and borrower

Bam, you get a wire or check!