Handle Mortgage Loan Application
sd Handle Mortgage Loan Application
:Session Dialogue
Record Borrower and Loan Information
Update Terms and Conduct Repricing
:Customer Offer
Initiate Mortgage Loan Application Process
:Party Lifecycle
Management
Verify Retail Customer
:Product Directory
Get Loan Product Details
Get Mortgage Loan Request from Customer
ConductMortgage Loan Processing
:Mortgage Loan
Initiate Mortgage Loan
:Product Expert
Sales Support
Assign Expertise to the Application Process
Get Pricing Information
:Collateral Asset
Administration
Record Property Details
Agree Revised Terms with Customer
:Customer Credit
Rating
Get Loan-specific Credit Report
Record Escrow Information
Edit Fees and Credits
Create Initial Loan
:Correspondence
Inform Customer on Loan Package
:Customer Products and
Services
Get Customer Products
Verify Completion of Customer Updates