Mavent alerts must be passed or warnings approved
TIP and Interest over next 5 years disclosed values vs current warnings are OK
HPML warnings must be signed off by LockDesk to verify we have an investor for your loan
Record your notes in the Ready for Docs milestone log
Title: ALTA\Settlement Statement Received
This field will show a date for when the Title: ALTA\Settlement Statement bucket has been filled
This bucket will be created automatically on new loans. Otherwise, you must add bucket manually.
Verify the Lock
The Earliest Compliant Closing Date is Today plus 4 days.
Based on that date, you Lock must be valid through the following date field.
In the red box above you will know if you need to extend your lock to proceed
Payoffs & Payments
To include Payoffs & Payments you must press the button and then hit the Include Checkbox
The Include checkbox is now required for this payoff to show on the CD correctly
As a side note, this Doc Request Form is the best way to include payoffs. This avoids having to go into page 2 of the 1003
One every field has been filled out, you may check the box “Ready to Send Pre-Closing CD” this will put the loan in the Doc Drawers custom Pipeline View
If the Doc Drawer has an issue with your request, they will uncheck the box and write notes for the processor to review. The file will also show back up in the custom Pipeline View for the Processor.