All loan documents are processed at central location. The Loan Officer or Assistant will enter all necessary information about a loan on a write up. The write up includes who the customer is, rate, term, collateral, fees, disbursement, etc. The write up alone is sent to Processing to type the loan based on the information provided on the write up.
We have concluded that our write up and/or process is not effective. We have one write up for all loan types to make it simple for everyone. Do you have one write up for real estate and one for non-real estate?
Would anyone be willing to share their process or if they have write up?