Mortgage Loan Underwriting

Workflow Template

Mortgage Loan Underwriting

Workflow Template

This workflow template illustrates the detailed review of borrower mortgage applications by the underwriting team. Purchase and download this template in PDF, Visio (VSD), PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Mortgage Loan Underwriting process.

Related KPIs : Cycle Time: Mortgage Loan Decision, Mortgage Loan Pull-Through Rate, Percentage of Mortgage Loans Declined

What is Mortgage Loan Underwriting?

The Mortgage Loan Underwriting process involves the detailed review of borrower mortgage applications by the underwriting team. This process includes the reception of applications from loan officers (ensure that all necessary information and documentation from the applicant), desktop underwriting, information correction or additions by loan officers, second reviews (if necessary) and final approval or denial of the application. Ensure that customers are informed upon the decision of the loan application. If the application is denied, the reason for the denial should be explained.

Download a Sample Mortgage Loan Underwriting

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