Mortgage Fulfillment Specialist:


Congrats...you now have an assistant!


This role is responsible for the collection, coordination, preparation, and verification of mortgage applications from commitment approval to compliance submission.

The individual will act as a virtual liaison between clients, mortgage agents, financial institutions, lawyers, insurers, and appraisers regarding approval, verification, submission and completion of mortgage loan applications.

The goal is to ensure prompt fulfillment of all mortgage conditions from commitment to compliance file submission.


Summary of Role:


♦ Enter mortgage application online in Filogix

♦ Review accepted commitment conditions

♦ Print and prepare client documents to sign including Filogix and lender specific form,

send to agent for review and to obtain client signature

♦ Collect all required documentation to meet lender requirements

♦ Review client documents to ensure they meet lender policies & guidelines

♦ Submit lender conditions and confirm all conditions have been satisfied

♦ Order, coordinate and follow up on appraisals if necessary

♦ Prepare & submit documents to lawyer

♦ Follow up with lawyer to confirm file has been instructed

♦ Update document checklist to verify and keep track of mortgage file completion

♦ Ensure client confidentiality of financial documents and correspondence

♦ Ensure document compliance with FSCO regulations



Value to You:


♦ Reliable administrative support to assist mortgage agents with document management

and compliance

♦ Increased efficiency and productivity allowing agents to spend more time with new

prospects

♦ “Hands off” approach once commitment is received allowing more time to be spent on

building business

♦ Overall improved work flow and productivity

♦ Increased number of accurate, compliant files submitted in a timely manner

♦ Decrease in delays for mortgage agent payment for completed mortgage files


Investment

 - 10% of Gross Commission Total.  Example Commission $3000   Deal assist fee = $300 




Compliance Fulfillment Specialist:


This role is responsible for preparing the compliance file to be submitted to Filogix Exchange.

The individual will act as a virtual liaison between mortgage agents and Filogix Exchange regarding submission of the compliance file.


Summary of Role:

♦ Collect all required documentation from mortgage agent for completed mortgage files

♦ Review documents to ensure they meet all compliance policies & guidelines

♦ Prepare file for Filogix submission, close file in Filogix

♦ Update document checklist to confirm mortgage file completion

♦ Ensure client confidentiality of financial documents and correspondence

♦ Ensure document compliance with FSCO regulations

Value Proposition:

♦ Reliable administrative support to assist mortgage agents with compliance

♦ Increased efficiency and productivity allowing agents to spend more time with new

prospects

♦ Overall improved work flow and productivity

♦ Increased number of accurate, compliant files submitted in a timely manner

♦ Decrease in delays for mortgage agent payment for completed mortgage files


Flat Fee $75





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