1. Secure Portal Created with the following user types
2. Broker Secure Area
a. Create Quick Application Section - Fill out a quick Application (a short version of 1003 form below)
i. Stored to Database
ii. Email Confirmation to Broker
iii. Email Notification to Employee/Owner Chosen on Quick App
b. Complete 1003 Section - Link to 1003 application (web form with a large number of fields example: [url removed, login to view] ) with quick application data auto populated
i. If multiple quick applications have been created then there would need to be multiple links
ii. Stored to Database
iii. Email Confirmation to Broker
iv. Email Notification to Admin
c. In Process Section - Links to printable summary of completed 1003 forms appears.
d. Broker Request Form Link - Simple request form sent to admin of Brokers choice with specific questions or requests (Drop Down List of Admins).
i. Web Form with Broker Name auto populated
ii. Request Subject
iii. Request Comments
iv. Form written to Broker Request Table
v. Request emailed to employee with broker email address and web form information above.
e. Required Underwriting Documents Section – Flag added to loans in section c revealing loan in this section. The following layout will take place (See Uploaded Table)
f. Loans funded section – Flag added to loan in section e revealing loan in this section with link to loan summary and link to pdf copy of completed Loan Package (Pdf Created manually and uploaded. Location of pdf file and name needed to be included in the loan table).
This project is related to the hard money mortgage lending industry.