Pre-Contract

• When the initial lead comes in.
• FU after VMs to client (pre-Loan App coming in)
• When application arrives
• After PQ done (explain)
• FU after Pre-A doc request (if we decide to get them Pre-A)
• After Pre-A done (explain)
• Pre-weekend call (Fridays)

Contract

• Contract Arrives
• Tues Update (or weekly)
• When DISC go out
• Post Inspection – how did it go
• Appraisal Scheduled
• Appraisal Ordered
• Appraisal Received
• Submit UW
• Conditional Approval
• CTC
• Week after closing to check in (and ask)