Mortgage Loan Risk Assessment Process Workflow Template

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Overview: Mortgage Loan Risk Assessment Process Workflow Template

This workflow template illustrates the generation of credit reports for potential borrowers and the subsequent approval or denial of mortgage loans based on the borrower's credit history and financial standing. 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 Risk Assessment (similar to Underwriting) process.

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Process Details and FAQ: Mortgage Loan Risk Assessment

What is Mortgage Loan Risk Assessment?

The Mortgage Loan Risk Assessment process involves coordination between borrowers, loan officers and loan risk assessment employees (Underwriters) to approve or deny a mortgage loan based on the borrower's credit history, as well as several other factors (loan-to-value ratio, current financial standing, monthly income, etc.). This process also involves the post-approval input of all customer documents and information into the lender's system and the subsequent review of all materials to determine wif any other information (insurance, additional documents, etc.) is required to complete the closing process.

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

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

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

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

  • Customers (Borrowers)
  • Mortgage Loan Officers
  • Mortgage Loan Application Processors
  • Mortgage Loan Underwriters

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 Risk Assessment

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


    Call: 844-650-2888


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