Origination Trailing Document, Custody, and Handling Best Practices

The life cycle of a mortgage can be traced through its documents. There are several important documents that are delivered after disbursement of the loan that must be forwarded to the purchasing investor. The mortgage industry has been under intense scrutiny related to the policies and procedures governing its records management. As such, the need for continuous evaluations of process improvements keeps many lenders up at night.

This whitepaper outlines improvements to three major areas of trailing document management to eliminate these headaches.

  • Document Collection 
  • Document Processing 
  • Document Storage and Delivery