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Loan Preparation

The MSR works the file and stays the member's point of contact throughout. What to do: run the preliminary underwriting go/no-go, gather income, insurance, and title docs, and pitch cross-sell opportunities in the moment (Josh Neely's inline Opportunities panel). Lenny pre-checks required docs and drafts the member's doc request — you review before it sends. Copy-paste bundle to Symitar is generated here (no API write).

Submitted3
The MSR opens the file and copies the intake fields into Symitar.
LOA-16Personal
Grant Fisher
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
ADAaron Doyle
2/2
1d
0
LOA-15Auto
Olivia Park
$29,145
Used vehicle · member since 2023
CLP
LHLori Hahn
2/2
3d
0
LOA-14Personal
Devin Cross
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
CBCole Barrett
2/2
1d
0
UW Go/No-Go4
Preliminary underwriter read — proceed, or stop before the member spends effort.
LOA-5HELOC
Nathan Pope
$60,000
Primary residence · member since 2014
HEP
ADAaron Doyle
1/2
7d
Aug 26
0
LOA-4Auto
Maya Singh
$12,145
Used vehicle · member since 2023
APR6.85%
CLP
ADAaron Doyle
2/2
9d
0
LOA-8Credit Card
Nathan Pope
$5,000
Diamond MasterCard Credit Card Application · member since 2023
CLP
ADAaron Doyle
2/2
4d
0
LOA-7Personal
Bianca Ford
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
LHLori Hahn
2/2
6d
0
Docs Gathering8
Collect income, insurance, and title docs. Lenny flags what's missing and drafts the ask.
LOA-10Auto
Maya Singh
$31,000
2023 Ford F-150
CLP
ADAaron Doyle
2/2
7d
Aug 24
0
LOA-11Personal
Bianca Ford
$15,000
Debt consolidation
CLP
ADAaron Doyle
1/2
7d
Aug 25
0
LOA-9Auto Refi
Victor Ramos
$22,400
2021 Subaru Outback
CLP
ADAaron Doyle
1/2
7d
Aug 27
0
LOA-12
Pre-check required docs + draft member request
Lenny, across 4 files in prep. Human review before send.
Lenny
100%
Aug 20
0
LOA-2Personal
Victor Ramos
$5,000
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
PNPeri Nolan
2/2
15d
0
LOA-6Auto
Hailey Dunn
$24,172
Used vehicle · member since 2023
APR9.10%
CLP
PNPeri Nolan
2/2
8d
0
LOA-3Personal
Omar Haddad
$10,145
Pledged collateral · member since 2023
APR20.51%
CLP
LHLori Hahn
2/2
11d
0
LOA-1Credit Card
Lena Frost
$30,000
Diamond Cashback 10% Credit Card · member since 2023
CLP
JMJacob Mertz
2/2
20d
0
Handoff to Processing2
A complete file, ready for Pam's team to build the package.
LOA-13Auto
Caleb Ward
$33,000
New vehicle · member since 2023
APR5.25%
CLP
CBCole Barrett
2/2
3d
0
LOA-17Credit Card
Tessa Lowe
$1,000
Diamond Cashback 10% Credit Card · member since 2023
APR10.00%
CLP
LHLori Hahn
2/2
0d
0