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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
Kevin T****
$1,000
Cashback Rewards Visa · member since 2023
CLP
PTPam Esparza
3/8
0d
0
LOA-14Motorcycle / RV
Patricia N****
$6,500
RV / powersport · member since 2023
APR9.09%
CLP
PTPam Esparza
6/12
1d
0
LOA-13Personal
Diego R****
$3,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR12.76%
CLP
PTPam Esparza
4/8
0d
0
Docs Verified3
Income, employment, insurance, title, and ID checked and confirmed on file.
LOA-4Auto
Hannah Salcedo
$17,600
2019 Mazda CX-5
APR7.49%
CLP
JRJeremy
5/12
7d
Aug 23
0
LOA-12Auto
Barbara W****
$21,145
Used vehicle · member since 2023
APR5.10%
CLP
JRJeremy
6/12
0d
0
LOA-20Personal
Ahmed H****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
JRJeremy
4/8
0d
0
Package Built2
Loan structured in the core — breakdown of funds, creditor payoffs, disbursement set.
LOA-19Auto
Brittany W****
$14,019
Used vehicle · member since 2023
APR6.10%
CLP
LGLogan
6/12
0d
0
LOA-11Personal
Michael C****
$100
CONSUMER LENDING PLAN · member since 2023
APR2.00%
CLP
LGLogan
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
Brooke Koch
$28,900
2023 Chevrolet Equinox
DTI34%LTV88%APR6.99%
CLP
JRJeremy
12/12
6d
Aug 22
0
LOA-18Personal
Grace P****
$1,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2023
APR7.50%
CLP
PTPam Esparza
4/8
1d
0
E-Sign Sent3
DocuSign is out to the member.
LOA-2Boat
Noel Carranza
$42,000
2021 Sea Ray SPX 210
DTI29%LTV88%APR8.49%
CLP
LGLogan
12/12
7d
Aug 21
0
LOA-7Personal
Robert S****
$3,998
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2024
DTI28%APR9.50%
CLP
PTPam Esparza
5/8
3d
0
LOA-5Personal
Jonathan R****
$7,145
Pledged collateral · member since 2010
DTI10.4%APR9.25%
CLP
PTPam Esparza
7/12
3d
0
Signed2
The member has signed.
LOA-8Personal
Heather P****
$4,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2019
DTI45.8%APR9.50%
CLP
PTPam Esparza
5/8
2d
0
LOA-22Personal
Carol M****
$3,645
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2013
DTI43.3%APR9.50%
CLP
PTPam Esparza
5/8
0d
0
Funded7
Booked in CU*Answers and disbursed — 'pick up your money.'
LOA-1Personal
Emma Dela Cruz
$9,500
Home improvement
DTI22%APR9.49%
CLP
LGLogan
8/8
7d
Aug 19
0
LOA-15Personal
Thomas Y****
$3,645
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2024
DTI15.4%APR9.50%
CLP
PTPam Esparza
5/8
2d
0
LOA-10Personal
Shawanda S****
$5,145
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2015
DTI30.1%APR9.50%
CLP
LGLogan
5/8
5d
0
LOA-16Auto
Linda V****
$28,078
Used vehicle · member since 2018
DTI19.2%APR4.24%
CLP
JRJeremy
7/12
1d
0
LOA-6Motorcycle / RV
Devon W****
$26,074
RV / powersport · member since 2010
DTI6.5%APR6.90%
CLP
PTPam Esparza
7/12
4d
0
LOA-9Auto
Sandra L****
$44,434
Used vehicle · member since 2007
DTI31.7%APR5.10%
CLP
LGLogan
7/12
3d
0
LOA-17Personal
Daniel C****
$2,645
SIGNATURE LOAN PROMOTION-NO COLLATERAL · member since 2013
DTI29.6%APR8.50%
CLP
JRJeremy
5/8
1d
0