Correspondent Lending

Workflow Template

Correspondent Lending

Workflow Template

This workflow template illustrates the sales of loans to correspondent lenders (i.e., banks, mortgage companies who close their own loans). Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Correspondent Lending process.

Related KPIs : New Business Checking Accounts Opened per Branch, Cycle Time: Small Business Loan Processing, Commercial Deposits per Commercial Loan Officer

What is Correspondent Lending?

The Correspondent Lending process involves the sales of loans to correspondent lenders (i.e., banks, mortgage companies who close their own loans). This process includes correspondent lender application processing (application submission and review), application approval/denial, loan registration training (for correspondent lender), and the subsequent processing of loans closed by correspondent lenders.

Download a Sample Correspondent Lending

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