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Loan Processing

Pam's team turns a gathered file into a booked loan. What to do: verify every document, build the package in the core, then cure it against the 'cured & ready' checklist — DTI, LTV, insurance elections, title, breakdown of funds, and where rewritten-funds is captured — before it's sent for e-sign, booked, and funded. Pull model, not round-robin: processors aren't commission earners, so they pull the next file. The cure gate is Lenny's first real Playbook (Pam's validation rules).

Received3
The file arrives from the MSR with the loan keyed and the prelim go/no-go done.
LOA-21Credit Card
Jonah Reed
$1,000
Diamond Cashback 10% Credit Card · member since 2023
CLP
PRPaula Reed
3/8
0d
0
LOA-14Motorcycle / RV
Kira Salas
$6,500
RV / powersport · member since 2023
APR9.09%
CLP
PRPaula Reed
6/12
1d
0
LOA-13Personal
Lamar Diggs
$3,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR12.76%
CLP
PRPaula Reed
4/8
0d
0
Docs Verified3
Income, employment, insurance, title, and ID checked and confirmed on file.
LOA-4Auto
Lena Frost
$17,600
2019 Mazda CX-5
APR7.49%
CLP
JRJesse Roth
5/12
7d
Aug 23
0
LOA-12Auto
Mara Quinn
$21,145
Used vehicle · member since 2023
APR5.10%
CLP
JRJesse Roth
6/12
0d
0
LOA-20Personal
Nora Vance
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
JRJesse Roth
4/8
0d
0
Package Built2
Loan structured in the core — breakdown of funds, creditor payoffs, disbursement set.
LOA-19Auto
Marcus Trent
$14,019
Used vehicle · member since 2023
APR6.10%
CLP
LPLogan Pratt
6/12
0d
0
LOA-11Personal
Danielle Reyes
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
LPLogan Pratt
4/8
3d
0
Cured & Ready for UW2
Every 'cured & ready' rule passes: DTI/LTV within policy, elections captured, rewritten-funds recorded. Lenny pre-checks, the processor signs off.
LOA-3Auto
Hailey Dunn
$28,900
2023 Chevrolet Equinox
DTI34%LTV88%APR6.99%
CLP
JRJesse Roth
12/12
6d
Aug 22
0
LOA-18Personal
Priya Shah
$1,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
PRPaula Reed
4/8
1d
0
E-Sign Sent3
DocuSign is out to the member.
LOA-2Boat
Omar Haddad
$42,000
2021 Sea Ray SPX 210
DTI29%LTV88%APR8.49%
CLP
LPLogan Pratt
12/12
7d
Aug 21
0
LOA-7Personal
Kevin Mercer
$3,998
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2024
DTI28%APR9.50%
CLP
PRPaula Reed
5/8
3d
0
LOA-5Personal
Robert Shaw
$7,145
Pledged collateral · member since 2010
DTI10.4%APR9.25%
CLP
PRPaula Reed
7/12
3d
0
Signed2
The member has signed.
LOA-8Personal
James Holloway
$4,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2019
DTI45.8%APR9.50%
CLP
PRPaula Reed
5/8
2d
0
LOA-22Personal
Gina Russo
$3,645
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2013
DTI43.3%APR9.50%
CLP
PRPaula Reed
5/8
0d
0
Funded7
Booked in Symitar and disbursed — 'pick up your money.'
LOA-1Personal
Caleb Ward
$9,500
Home improvement
DTI22%APR9.49%
CLP
LPLogan Pratt
8/8
7d
Aug 19
0
LOA-15Personal
Alicia Bennett
$3,645
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2024
DTI15.4%APR9.50%
CLP
PRPaula Reed
5/8
2d
0
LOA-10Personal
Carlos Mendez
$5,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2015
DTI30.1%APR9.50%
CLP
LPLogan Pratt
5/8
5d
0
LOA-16Auto
Nina Patel
$28,078
Used vehicle · member since 2018
DTI19.2%APR4.24%
CLP
JRJesse Roth
7/12
1d
0
LOA-6Motorcycle / RV
Derek Nguyen
$26,074
RV / powersport · member since 2010
DTI6.5%APR6.90%
CLP
PRPaula Reed
7/12
4d
0
LOA-9Auto
Sara Kline
$44,434
Used vehicle · member since 2007
DTI31.7%APR5.10%
CLP
LPLogan Pratt
7/12
3d
0
LOA-17Personal
Tyler Boyd
$2,645
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2013
DTI29.6%APR8.50%
CLP
JRJesse Roth
5/8
1d
0