The Loan Officer Checklist is an interactive tool to help Loan Officers determine which type of documents they need to gather from the borrower(s). There are interactive links embedded in the Checklist that will take you directly to forms like Gift Letters and AFS Referral Sheet. There are also interactive links that will direct you to other tools and training videos. Click on the link below the image to download instructions to the LO Checklist located in the FT360 Borrower file, Forms Tab.
Articles in this section
- Loan Officer Checklist
- New URLA - FNMA Fillable PDF
- Welcome Aboard and some important materials/reminders/training opportunities for Sales Staff
- DPA data entry for HFA Piggyback 2nd liens - Quick Guide
- Short video training - Business contacts in FT360
- Optimal Blue Pricing Engine for pricing scenarios outside of FT360
- LMS - How to locate the WebMax Disclosure Demo training
- DocuSign Tool
- Quorum Federal Credit Union
- MI Quote comparison Chart - Mortgage Insurance
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