Mortgage Loan Origination Process Workflow Template

OpsDog Mortgage Loan Origination Workflow - Preview Image

Overview: Mortgage Loan Origination Process Workflow Template

This workflow template illustrates the collection and initial processing of mortgage loan applications, including activities such as initial borrower risk assessment (pre-approval), information collection (pay stubs, credit reports, etc.) and loan term (rates, loan type, etc.) development. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Mortgage Loan Origination process.

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Process Details and FAQ: Mortgage Loan Origination

What is Mortgage Loan Origination?

The Mortgage Loan Origination process involves coordination between customers (borrowers), mortgage loan officers and mortgage loan application processing and support staff to collect and assess mortgage loan applications. The mortgage loan officer communicates with the potential borrower to collect information and determine if their financial health is up to par with the bank's lending standards. If the borrower's credit is in line, the loan officer and loan support staff members work to educate the borrower on their options, collect all required documentation, and package everything together (pay stubs, account statements, credit reports, etc.) to pass off to the underwriting team for final review.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics are typically involved in the Mortgage Loan Origination process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Mortgage Loan Origination process:

  • Customers (Borrowers)
  • Mortgage Loan Officers
  • Mortgage Loan Support Staff (Application Processors, Loan Specialists, etc.)

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Mortgage Loan Origination

    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio version
    - Workflows mapped in BPMN 2.0


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