Loans
Karen White
Ready with Exceptions1000123466 · 1129 Bluebonnet St, Denton, TX · Refinance
- Workflow
- Pre-Underwriting Intake
- Target
- Underwriting
- Assigned
- Kevin Lee
- SLA
- 29h · 19h left
Ready for Underwriting? · Pre-Underwriting Intake requirements
- Application (1003)RequiredSatisfied
- Paystubs — most recent 30 daysRequiredSatisfied
- W-2 — 2 yearsRequiredSatisfied
- Tax returns — when self-employed or rental incomeConditionalSatisfied
- Employment data reconciles (1003 ↔ paystub)RequiredSatisfied
- Bank statements — latest 2 months, all pagesRequiredSatisfied
- Appraisal — associated with this loanRequiredSatisfied
- Property data matches LOSRequiredNon-blocking: Property ZIP differs from LOS →
- Credit reportRequiredSatisfied
- Signed borrower authorizationsRequiredSatisfied
- Package control — every page accounted forRequiredSatisfied
Travels with the file (not blocking per workflow materiality): Property ZIP differs from LOS
Handoff
Ready with Exceptions
The file can proceed; non-blocking issues remain and travel with the file.
Delivery mode: Automatic on Ready
Delivery to Underwriting: Not Started
Delivery starts automatically when the loan becomes Ready.