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Documents Name Description Owner General Best Rate Emergency Procedures PDF manual on Emergency Procedures for Corporate Rose Grigsby Best Rate Fax Cover Sheet This is the fax cover sheet to use when sending a fax. Please change the name, phone number and fax number where appropriate Chris Wong Check Request Form Use this form to request a check Rose Grigsby Sweeping Policy Sweeping Policy for Loan Officers Brooke Cody Human Resources 2007 Holiday Schedule Chris Wong 2007 Payroll Payment Date Chris Wong Direct Deposit Form Direct Deposit Form - 2006.doc Chris Wong Disciplinary Notice Disciplinary Notice which may be given to employees by supervisors to warn of poor performance, behavioral issues, and policy violations. Completed forms must be preapproved by Human Resources prior to giving to any employee. Use of this form is not required prior to termination. Mira Wolff Employee Referral Form Employee Referral Form Chris Wong Holiday Schedule Holiday Schedule for 2006 Rose Grigsby HR Point People People you need to contact for Human Resources related questions Mira Wolff Incident Report Form The Incident Report form should be used to advise the Human Resources Department of claims of Sexual Harassment or Discrimination. Mira Wolff Payroll Payment date 2006 Payroll Schedule Rose Grigsby Time Off Form Use this form is to request time off for vacation or preplanned medically related absences Mira Wolff Vacation and Sick Leave Policy Vacation and Sick Leave Policy Mira Wolff W-4 Form W-4 2006 Form Rose Grigsby Workers Comp Form Employee claim for worker compensation benefits Rose Grigsby Written Warning For Production This form is to warn Loan Officers of low production. Completed forms must be signed by the employee and provided to Human Resources. Use of this form is not required prior to termination. Mira Wolff Loan Officer Forms Best Rate Direct Approval Form This form must be completely filled out in order to submit a loan to the Secondary Markets for review Shavyl Hassim Borrower Authorization Form Borrower Authorization Form Brooke Cody Branch Document Order Form Tina Cook CA Title & Escrow Order Form Stacey Jean Call Sheet - Updated 2 page call sheet - step by step questions Brooke Cody Daily Documents Commitment Daily Docs out commitment form Chris Wong Estimated HUD Request Stacey Jean Fee Policy Statement Mira Wolff How to Read the Credit Report How to Read the Credit Report Shavyl Hassim Income Calculation Worksheet Income Calculation Worksheet Shavyl Hassim Interviewing for Value How to interview for value of the house Chris Wong Lead Cancel/Call Back Form Lead Cancel/Call Back Form Chris Russell Licensing Updated licensing list for loan officers. New Excel Format. Mira Wolff Loan Communication Loan Sheet for Loan officers Brooke Cody Loan Tracking Sheet Use this sheet to keep track of your loans and where they are in the pipeline. Brooke Cody Lock Request Tina Cook Monthly Evaluation Form Monthly Evaluation Form for Employees and Team Leaders Chris Wong Objection Handling Brooke Cody Out of State Title and Escrow Order Form Stacey Jean Purchase Check List If anyone has purchase loans, you can use this email to send out to your customers and to give to loan officers so they know what to ask for Brooke Cody Purchase Contact Sheet Purchase Contact Sheet Chris Wong Saved Loan Form This form is to be used to denote that commissions on this loan will be split with the Save Team loan officer Mike McClaskey Seconds - New Loan Form New Loan form for Seconds Department Jaco Vlok Turn Down Sheet Turn Down Sheet Chris Wong Loan Officer Reference Qualifying Documentation Brooke Cody Running Credit How to Run Credit in Point Chris Wong Stacking Order Stacking order for Submissions Brooke Cody Order Forms Appraisal Order Form Appraisal Order Form. I created a template version using Appraisal Order Form template. Replace XXXX with custom information. Stacey Jean Programs

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Wednesday, November 19, 2008

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