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Analyze Investor Outstanding Final Documentation Report and balance to Client’s Outstanding Final Documentation Report.
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Obtain and/or prepare documentation determined to be outstanding by Lender/Investor and as determined in Analysis.
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Review and ensure accuracy of documents obtained. Request or make any necessary corrections.
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Forward all documentation to Lender or Investor on a weekly basis along with a Document Control Sheet listing each document forwarded.
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Provide to Lender a reporting structure to accurately define documents received.
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Communicate with Lender on a weekly basis to review Project Status and ascertain project priorities as established by Lender.
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Provide to Lender the following reports:
Weekly Monthly
a. Recap of documents received a. Completed loan Report
b. Recap of documents outstanding b. Loan Status Summary Report
