Mortgage Lending Best Practices Guide

Best Practices Guide

Mortgage Lending Best Practices Guide

Best Practices Guide

This guide details 40 high value best practices for Mortgage Lending operations organized by function, including Loan Servicing, Origination, Underwriting and more. Use this document as a guide in implementing work activities in your Mortgage Lending operations that have proven to increase efficiency, cost effectiveness, customer service and work quality. The majority of OpsDog's best practices require no new technology and can be implemented without infrastructure or regulatory-related organizational changes. Order this document to point your Mortgage Lending operations in the right direction.

Which organiational areas and/or lines of business are covered in this best practices guide?

This guide includes details on 40 best practices (including a description of the best practice, comparison to the status quo, related KPIs, and benefits of the best practice over other common methods) covering the following areas:

  • Mortgage Sales
  • Mortgage Loan Operations
  • Application Processing
  • Closing
  • Portfolio & Credit Risk
  • Post-Closing
  • Underwriting
  • Mortgage Loan Servicing
  • Collateral Management
  • Customer Service/Account Management
  • Escrow Management
  • Loan Boarding
  • Mortgage Loan Defaults
  • Loan Modifications
  • Secondary/Wholesale Mortgage Marketing & Sales
Download a Sample Mortgage Lending Best Practices Guide

Frequently Asked Questions

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