{"id":32119,"date":"2023-10-04T03:10:57","date_gmt":"2023-10-04T03:10:57","guid":{"rendered":"https:\/\/www.process.st\/templates\/mortgage-documentation-checklist\/"},"modified":"2024-03-05T14:21:48","modified_gmt":"2024-03-05T14:21:48","slug":"mortgage-documentation-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/mortgage-documentation-checklist\/","title":{"rendered":"Mortgage Documentation Checklist"},"content":{"rendered":"\n<section id=\"collect-borrowers-personal-information\"> \n <h2>Collect borrower's personal information<\/h2>\n <div class=\"text-content\">\n   Gather all necessary personal information from the borrower, such as full name, date of birth, address, and contact details. This information is essential for identifying the borrower and maintaining communication throughout the loan process. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of Birth <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Phone Number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"verify-borrowers-social-security-number\"> \n <h2>Verify borrower's social security number<\/h2>\n <div class=\"text-content\">\n   Confirm the accuracy of the borrower's social security number provided. This step is required to verify the borrower's identity and prevent any fraud or misrepresentation. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Social Security Number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"check-borrowers-credit-report\"> \n <h2>Check borrower's credit report<\/h2>\n <div class=\"text-content\">\n   Obtain the borrower's credit report from a reliable credit reporting agency. This report will provide valuable insights into the borrower's credit history, including their credit score, outstanding debts, and payment history. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Credit Report Document <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"obtain-borrowers-employment-history\"> \n <h2>Obtain borrower's employment history<\/h2>\n <div class=\"text-content\">\n   Collect detailed information about the borrower's employment history, including their current and previous employers, job titles, dates of employment, and income details. This information helps assess the borrower's stability and ability to repay the loan. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Current Employer <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Start Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> End Date (if applicable) <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job Title <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Annual Salary <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"collect-borrowers-income-documentation\"> \n <h2>Collect borrower's income documentation<\/h2>\n <div class=\"text-content\">\n   Request supporting documents to verify the borrower's income, such as pay stubs, tax returns, or bank statements. This documentation is necessary to evaluate the borrower's financial capacity to afford the mortgage payments. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Income Documentation <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"obtain-list-of-borrowers-assets\"> \n <h2>Obtain list of borrower's assets<\/h2>\n <div class=\"text-content\">\n   Compile a comprehensive list of the borrower's assets, such as savings accounts, investments, real estate properties, and vehicles. This information helps assess the borrower's financial stability and potential collateral for the loan. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Type of Asset <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estimated Value <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"collect-information-about-the-property-being-purchased\"> \n <h2>Collect information about the property being purchased<\/h2>\n <div class=\"text-content\">\n   Gather details about the property being purchased, such as the address, purchase price, and type of property. This information is crucial for evaluating the property's value and suitability for the loan. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Property Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Purchase Price <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Property Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Single Family Home \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Condominium \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Townhouse \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Multi-Family Property \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Vacant Land \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"get-property-appraisal-report\"> \n <h2>Get property appraisal report<\/h2>\n <div class=\"text-content\">\n   Request a professional appraisal report for the property being purchased. The appraisal report provides an unbiased evaluation of the property's market value, ensuring that the loan amount aligns with the property's worth. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Appraisal Report Document <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"compile-all-collected-documents-into-a-loan-application\"> \n <h2>Compile all collected documents into a loan application<\/h2>\n <div class=\"text-content\">\n   Organize and combine all the collected borrower and property-related documents into a comprehensive loan application. This application serves as the formal request for a mortgage loan and provides a clear overview for the underwriting process. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Loan Application Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-loan-processor-review\"> \n <h2>Approval: Loan Processor Review<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Collect borrower's personal information<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Verify borrower's social security number<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Check borrower's credit report<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Obtain borrower's employment history<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Collect borrower's income documentation<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Obtain list of borrower's assets<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Collect information about the property being purchased<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Get property appraisal report<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Compile all collected documents into a loan application<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"submit-loan-application-to-underwriting\"> \n <h2>Submit loan application to underwriting<\/h2>\n <div class=\"text-content\">\n   Forward the compiled loan application to the underwriting department for assessment. The underwriters evaluate the borrower's financial details, property information, and documentation to determine the loan's risk and feasibility. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Underwriter Assigned <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"get-feedback-from-underwriting\"> \n <h2>Get feedback from underwriting<\/h2>\n <div class=\"text-content\">\n   Review the underwriting department's assessment and feedback on the loan application. This feedback indicates any concerns, additional requirements, or potential issues that need to be addressed before loan approval. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Underwriting Feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"address-any-issues-raised-by-underwriting\"> \n <h2>Address any issues raised by underwriting<\/h2>\n <div class=\"text-content\">\n   Take necessary actions to address and resolve any issues or concerns raised by the underwriting department. This may involve providing additional documentation, clarifying details, or proposing alternatives to meet the underwriting guidelines. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Issue Resolution <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"get-borrowers-agreement-on-final-loan-terms\"> \n <h2>Get borrower's agreement on final loan terms<\/h2>\n <div class=\"text-content\">\n   Communicate with the borrower regarding the finalized loan terms, including interest rate, monthly payment amount, and repayment period. Obtain the borrower's agreement and acceptance of these terms before proceeding further. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Loan Terms Agreement <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Agree to Terms \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Request Changes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Seek Legal Advice \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Interested \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"prepare-closing-documents\"> \n <h2>Prepare closing documents<\/h2>\n <div class=\"text-content\">\n   Prepare all the necessary legal documents required for the loan closing process. These documents include the loan agreement, promissory note, deed of trust, and any additional disclosures or declarations. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Closing Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-closing-documents-to-borrower-for-signature\"> \n <h2>Send closing documents to borrower for signature<\/h2>\n <div class=\"text-content\">\n   Share the prepared closing documents with the borrower for review and signature. The borrower needs to carefully read and understand the contents before providing their formal consent by signing the documents. \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Closing Documents Signature Request <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"<p>Dear {{form_Borrower_name}},<\/p><p>Please find attached the closing documents for your mortgage loan application. Kindly review the documents carefully and proceed to sign where indicated.<\/p><p>Should you have any questions or concerns, feel free to reach out to us. We appreciate your cooperation.<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"receive-signed-closing-documents-from-borrower\"> \n <h2>Receive signed closing documents from borrower<\/h2>\n <div class=\"text-content\">\n   Collect the signed closing documents from the borrower once they have reviewed and agreed to the terms. These signed documents serve as evidence of the borrower's commitment to comply with the loan agreement. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Signed Closing Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"fund-the-loan\"> \n <h2>Fund the loan<\/h2>\n <div class=\"text-content\">\n   Allocate the approved loan amount to the borrower's designated account. This step involves transferring the funds and ensuring all financial transactions related to the mortgage are completed accurately. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Recipient Bank Account <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"record-mortgage-in-county-records\"> \n <h2>Record mortgage in county records<\/h2>\n <div class=\"text-content\">\n   Submit the necessary paperwork and documentation to the relevant county records office to officially record the mortgage lien on the property. This step ensures legal protection for the lender's interest in the property. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> County Records Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-all-final-documentation-to-borrower\"> \n <h2>Send all final documentation to borrower<\/h2>\n <div class=\"text-content\">\n   Compile all the finalized and executed loan documents, including the mortgage note, recorded deed of trust, and any other relevant records. Send these documents to the borrower for their records and future reference. \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Final Mortgage Documentation <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"<p>Dear {{form_Borrower_name}},<\/p><p>Attached, please find all the final documents related to your mortgage loan. It is important to retain these documents for your records.<\/p><p>If you have any further questions or need assistance, do not hesitate to reach out. Thank you for choosing our services.<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Collect borrower's personal information Gather all necessary personal information from the borrower, such as full name, date of birth, address, and contact details. This information is essential for identifying the borrower and maintaining communication throughout the loan process. Full Name Date of Birth Date will be set here Address Phone Number Email Address Verify borrower's [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"nVqjHet0VV4w1YeL11ZCGw","task_0":"Collect borrower's personal information","task_slug_0":"collect-borrowers-personal-information","task_1":"Verify borrower's social security number","task_slug_1":"verify-borrowers-social-security-number","task_2":"Check borrower's credit report","task_slug_2":"check-borrowers-credit-report","task_3":"Obtain borrower's employment history","task_slug_3":"obtain-borrowers-employment-history","task_4":"Collect borrower's income documentation","task_slug_4":"collect-borrowers-income-documentation","task_5":"Obtain list of 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