1.Qualifications
& Pre-approval

Submits to WSFC Account
Manager

• Loan submission , loan application and supplement
• TriMerge Credit Report
• Purchase & Sales agreement (if applicable)

Written Conditional Pre-approval letter (CPL) will be issued within 72 hours of complete package submission stipulating:

• Loan amount
• Rate
• Documents required for underwriting
• Documents required for closing

• Submits signed CPL and appraisal processing fee.
• Submits all additional information and documentation

• Order appraisal
• Orders title
• Conducts fraud guard
• Obtains environmental insurance
• Conducts real estate and income analysis

3. Closing & Funding

• Coordinates with title company and attorney
• Prepares all loam documents and sends to closing agent (same day funding available for purchases)
• Sends executed docs to custodian for review
• Issues funding next day