Customer Road Map - StepsView the Full Video 1 2 3 4 5 6 7 8 9 10 Bonus Contact Your Personal Tradition Mortgage Loan Officer via phone or email Your browser does not support the video tag. Initial Introduction Conversation to gather information and uncover most appropriate loan option. Your browser does not support the video tag. Loan Officer Due Diligence Product and program research. Identify product type and loan structure. Your browser does not support the video tag. Presentation of Recommended Loan Scenarios Explain most appropriate loan option based on due diligence. *within 24 hours of #2* Your browser does not support the video tag. Submission of Loan Application Application available via website or mobile app *within 24 hours of #4* Your browser does not support the video tag. Follow-Up Consultation Go through initial eligibility, and initial review by TM. Submit necessary documents. Your browser does not support the video tag. Loan Processing & Underwriting Tentative closing date set *receive weekly updates from your loan officer* Your browser does not support the video tag. Progress Updates You will be kept up to date with any significant milestones related to your loan life. Your browser does not support the video tag. Final Review of Numbers Review final numbers and issue closing disclosures *three days prior to closing* Your browser does not support the video tag. Loan Closing Bring closing funds & sign final paperwork Your browser does not support the video tag. Post-Close Follow Up Survey We value your business and want to be your trusted mortgage source for life. Let us know how we did! Ongoing Account Monitoring Your account will be monitored and we’ll reach out with any opportunities to improve your situation. Your browser does not support the video tag. Print Road Map
