Mortgage Services
- Please provide your responses to the following questions related to Mortgage Services.
- What companies (if any) are you affiliated or partnered with to provide some or all of your Mortgage services? Explain your relationships.
- Please describe your proactive approach to avoiding purchasing properties that may result in costly mistakes for transferees on their next relocation.
- Provide as an addendum an organizational chart of your mortgage services team that would be assigned to the (Customer Account).
- Provide the address of the office that would serve as the primary point of contact. Include the name, title, address, e-mail fax and direct dial telephone number(s) of the individual(s) who would be principally responsible for the account.
- Have any of your clients terminated your mortgage services within the past two years? If so, explain why the relationship was terminated?
- Describe your compensation program for your loan originators.
- What type of mortgage programs can you offer our relocating employees?
- What are your reporting capabilities? Provide samples of your reports.
- How do you keep corporate clients abreast of significant developments in the mortgage lending and corporate programs? How do you provide advisory services to your clients?
- Describe an example.
- What underwriting guidelines do you take into consideration specific to relocating employees? Describe any documents you would request from our employees.
- Provide a flow chart for loan origination, processing, underwriting, and closing processes.
- Describe the time frames necessary for customer loan approval. Provide a sample pre-approval letter.
- Provide a summary of the following performance metrics:
- Lead to application ratio
- Application to funding ratio
- Customer satisfaction results (return rates and service ratings)
- Describe the communication and contacts our transferee will have with your company throughout the origination, processing and underwriting of their loan?
- Provide the percentage of loans that your company will retain servicing.
- What can you offer to our other employees that are not relocating?
- What differentiates your company from your competition?
- Do you have any special programs for non-US citizens that will be working in the US on a temporary and/or permanent visa?
- Describe your service evaluation process and include your average return rate.
- List any states you can not provide loans in.
- Describe the direct billing and closing cost process.
- List the five most compelling reasons why our company should select your firm to handle the relocation mortgage services portion of our program.
- Please indicate your office hours. How are after hour calls handled?
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