Code of Ethics

Code of Ethics

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Service is Everything! So it is important to know the process and the vital roles of everyone in the team! In these 3 write-ups in a 6-month rolling calendar cycle = Termination, we discuss:

  • Loan Processor: Miss a closing date established at handoff of file = write up.
  • Junior Loan Processor:  If a contract is received and not disclosed within 3 business days of handoff = write up.
  • SDR: all requirements
  • Account Executive / Sales Assistant:  If you handoff a file to the lead sales assistant for pre-approval review / approval and the file is not ready for review
  • Lead Sales Assistant: If you pre-approve a file and the file needs a restructure between contract received and closing
  • Management & Underwriting

Download now to know more!