To Be Completed by Spm Account Executive and Submitted with Application Package

CORRESPONDENT INTERVIEW

TO BE COMPLETED BY SPM ACCOUNT EXECUTIVE AND SUBMITTED WITH APPLICATION PACKAGE

CORRESPONDENT / REPRESENTATIVE YOU SPOKE WITH
HOW DID YOU HEAR OF SIERRA PACIFIC MORTGAGE? / WEBSITE
HOW LONG IN BUSINESS? / HOW LONG WITH THIS COMPANY?
HOW LONG IN MORTGAGE BANKING VS. BROKER? / WHAT DO YOU THINK IS THE REASON FOR YOUR SUCCESS?
TOTAL CURRENT FUNDING VOLUMES
LAST QUARTER / LAST 12 MONTHS
PROJECTED FUNDING VOLUMES
NEXT QUARTER / NEXT YEAR
PRIMARY FOCUS OF BUSINESS LAST QUARTER
PURCHASE
% / REFINANCE
%
LOAN SALE CHARACTERISTICS
CORRESPONDENT BEST EFFORTS %: / CORRESPONDENT MANDATORY %: / BROKER %:
WHERE ARE YOU CURRENTLY BROKERING TO?
ORIGINATION TYPE CHARACTERISTICS
CLA STANDARD % / FHA STANDARD % / VA STANDARD % / CVL JUMBO %
NON-AGENCY JUMBO % / FHA JUMBO % / VA JUMBO % / USDA %
PRICING ENGINES
PRICING ENGINES (LOAN SIFTER, OPTIMAL BLUE, NYLIX, MORTECH)
COMPANY INFORMATION
AUDITED NET WORH / UNAUDITED NET WORTH
WAREHOUSE INFORMATION
INSTITUTION / LINE AMOUNT / ALLOCATED / REQUIRE FULFILLMENT SERVICE?
NAME: / $ / YES NO / YES NO
NAME: / $ / YES NO / YES NO
NAME: / $ / YES NO / YES NO
INVESTORS
INSTITUTION / DURATION / DO THEY PERFORM YOUR FULFILLMENT?
NAME: / YES NO
NAME: / YES NO
NAME: / YES NO

CORRESPONDENT INTERVIEW

TO BE COMPLETED BY SPM ACCOUNT EXECUTIVE AND SUBMITTED WITH APPLICATION PACKAGE

FULFILLMENT
WHO PERFORMS YOUR FULFILLMENT?
SELF
FULFILLMENT SERVICE / WHICH FULFILLMENT SERVICES DO YOU USE?
WHICH FULFILLMENT SERVICES DO YOU PREFER? / WHICH FULFILLMENT SERVICES DO YOU NOT PREFER?
WHO DOES YOUR DOCS?
SELF
FULFILLMENT SERVICE
DOC SERVICE-IF YES, PROVIDE NAME:
APPRAISAL MANAGEMENT COMPANIES
INVESTOR PORTAL DIRECT TO AMC
INVESTOR PORTAL DIRECT TO AMC
INVESTOR PORTAL DIRECT TO AMC
WHICH AMC’S DO YOU PREFER? / WHICH AMC’S DO YOU NOT PREFER?
ARE YOU SET-UP WITH MERS?
YES NO / ARE YOU SETUP WITH MERS LIGHT?
YES NO
SELLER REPORTS CARDS
CAN YOU PROVIDE SELLER REPORT CARDS FROM ANY OTHER CORRESPONDENT INVESTORS?
YES NO
WHO ARE YOUR TOP TWO INVESTORS YOU ARE CURRENTLY DOING BUSINESS WITH, AND WHY?
1.
2.
HAVE YOU SWITCHED YOUR TOP TWO INVESTORS?
YES – IF YES, EXPLAIN WHY:
NO
IF THERE WAS ONE THING YOU COULD IMPROVE ABOUT EACH INVESTOR, WHAT WOULD THAT BE?
WHAT IS MOST IMPORTANT TO YOU WHEN WORKING WITH AN INVESTOR?
TOPICS TO DISCUSS
APPRAISAL MANAGEMENT COMPANIES/APPRAISAL PROCESS
4506T ORDERED BY CORRESPONDENT
FLOOD ORDERED BY SIERRA PACIFIC MORTGAGE
MORTGAGE INSURANCE ORDERED BY SIERRA PACIFIC MORTGAGE
COMMENTS