Activity Series
14 Day Contract
Start Date
Activity Type REGARDING
‑14
Call LO: BOO! Contract call;Update GFE; Lock Rate!
‑14 To‑do
MKT: Send Contract Acceptance Letter
‑13 To‑do
MKT: Send Welcome Packet
‑12 To‑do
OA: OrderTitle;Taxes; Flood
‑11 To‑do
OM: UPDATE MortgageWare
‑11 To‑do
OM: Notify Client of doc's needed w'revised GFE
‑9 To‑do
OM: Verify all doc's recv'd
‑9 To‑do
06) OA: OPTION DATE: Order Apraisal. OK survey order!
‑8 To‑do
11) OA: Appraisal Status to borrower and agents (contact HAZ agent)
‑8 To‑do
OA: Copy Packages
‑8 To‑do
OM: Update file; submit for final U/W
‑8 To‑do
12) OA: Confrim receipt of Appraisal; Flood; Title; Survey
‑8 To‑do
MKT: Mid Process Survey
‑6 To‑do
OA: Confirm HAZ ins.
‑6
Call LO: BOO! Check on pricing & profitability (Rate)
‑5 To‑do
OA: Confirm Survey Complete
‑4
Call OM: Follow‑up on 7 day pre‑close info
‑4
Call OM: WOW! E‑Mail Pre‑close info
‑3
Call OM: HUD Review and confirm with Borrower
21 Day Contract
Start Date
Activity Type REGARDING
‑20
Call LO: BOO! Contract call; Update GFE; Lock Rate!
‑20 Meeting
MKT: Send Contract Acceptance Letter
‑20 To‑do
MKT: Send Welcome Packet
‑19 Meeting
OA: Order Title; Taxes; Flood
‑18 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑18 To‑do
OM: Update MortageWare
‑14 To‑do
OM: Verify all doc's recv'd
‑14 To‑do
OA: OPTION DATE: Order Appraisal; OK Survey order!
‑11 To‑do
OA: Confirm receipt of Appraisal; Flood; Title; Survey
‑11 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑11 To‑do
OA: Confirm HAZ ins.
‑11 To‑do
OM: Update file; subnit for final U/W
‑11 To‑do
LO: BOO! Check on pricing & profitability (Rate)
‑11 To‑do
MKT: Mid Process Survey
‑11 To‑do
OA: Copy Packages
‑10 To‑do
OM: WOW! E‑Mail Pre‑close info
‑10 To‑do
OA: Confirm Survey Complete
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑3 Meeting
OM: HUD Review and confirm with Borrower
28 Day Contract
Start Date
Activity Type REGARDING
‑27
Call LO: BOO! Contract cal; Update GFE; Lock Rate!
‑27 To‑do
MKT: Send Contract Acceptance Letter
‑26 To‑do
OA: Order Title; Taxes; Flood
‑25 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑25 To‑do
OM: MortgageWare
‑18 To‑do
OM: Verify all doc's recv'd
‑18
Call OA: OPTION DATE: Order Appraisal. OK Survey
order!
‑15 To‑do
MKT: Mid Process Survey
‑14 To‑do
OA: Confirm Receipt of Appraisal; Flood; Title; Survey
‑14 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑14 Meeting
OA: Copy Packages
‑14 Meeting
OM: Upadate file; submit for final U/W
‑13 To‑do
LO: BOO! Check on pricing & profitability (Rate)
‑13 To‑do
OA: Confirm HAZ ins.
‑10 To‑do
OA: Confirm Survey Complete
‑10 To‑do
OM: WOW! E‑Mail Pre‑close info
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑2 To‑do
OM: HUD Review and confirm with Borrower
35 Day Contract
Start Date
Activity Type REGARDING
‑34
Call MKT: Send Contract Acceptance Letter
‑34
Call LO: Contract call; Update GFE; Lock Rate!
‑33 To‑do
MKT: Send Welcome Packet
‑33 To‑do
OA: Order Title; Taxes; Flood
‑32 To‑do
OM: Update MortgageWare
‑32 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑25 To‑do
OA: OPTION DATE: Order Appraisal. OK Survey order!
‑25 To‑do
OM: Verify all doc's recv'd
‑20 To‑do
OA: Copy Packages
‑20 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑20 To‑do
MKT: Mid Process Survey
‑20 To‑do
OA: Confirm receipt of Appraisal;Flood;Title;Survey
‑20 To‑do
OM: Update file; submit for final U/W
‑18 To‑do
OA: Confirm HAZ ins.
‑18 To‑do
LO: Check on pricing & profitability (rate)
‑10 To‑do
OM: E‑Mail Pre‑close info
‑10 To‑do
OA: Confirm Survey Complete
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑4 To‑do
OM: HUD Review ADN confirm with Borrower
42 Day Contract
Start Date
Activity Type REGARDING
‑41 To‑do
MKT: Send Contract Acceptance Letter
‑41
Call LO: BOO! Contract call; Update GFE; Lock Rate!
‑40 To‑do
OA: Order Title; Taxes; Flood
‑40 To‑do
MKT: Send Welcome Packet
‑39 To‑do
OM: Update MortgageWare
‑39 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑32 To‑do
OM: Verify all doc's recv'd
‑32
Call OA: OPTION DATE: Order Appraisal; OK Survey
order!
‑21 To‑do
OA: Copy Packages
‑21 To‑do
MKT: Mid Process Survey
‑21 To‑do
OM: Update file: submit for final U/W
‑21 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑21 To‑do
OA: Confirm receipt of Appraisal; Flood; Title; Survey
‑13 To‑do
LO: BOO! Check on pricing & profitability
‑13 To‑do
OA: Confirm HAZ ins.
‑10 To‑do
OA: Confirm Survey Complete
‑10 To‑do
OM: WOW! E‑Mail Pre‑close info
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑3 Meeting
OM: HUD Review and confirm with borrower
42 Day Refi
Start Date
Activity Type REGARDING
‑42 To‑do
MKT: Refinance welcome letter (check repeat or first time)
‑40 To‑do
OM: Set‑up; AU; High Trust
‑39 To‑do
OA: Send App Pkg
‑39 To‑do
OA: Order All (Title; Appr; Haz; Flood; Payoffs; & Survey it needed)
‑36 To‑do
OA: 3 Day call/email
‑30 To‑do
OA: Apprasial & payoff notification to borrower
‑30 To‑do
OA: confirm Docs and all vendor info in (appr;title;payoffs;etc)
‑10 To‑do
OM: 7‑Day Call; revise GFE with payoff(s); appraised value; etc.
‑8 To‑do
OM: Submit for Final U/W
‑5 To‑do
OA: Submit to closing
‑2 To‑do
OM: Review HUD
45 Day Contract
Start Date
Activity Type REGARDING
‑45 To‑do
LO: BOO! Contract Call; Update GFE; Lock Rate!
‑45 To‑do
MKT: Send Contract Acceptance Letter
‑44 To‑do
OA: Roder Title; Taxes; Flood
‑43 To‑do
OM: Notify client of doc's needed w/revised GFE
‑43 To‑do
MKT: Send Welcome Packet
‑43 To‑do
OM: Update MortgageWare
‑35 To‑do
OA: Optiom Date: Order Appraisal. OK Survey Order
‑35 To‑do
OM: Verify all doc's rec'd
‑26 To‑do
OA: Confirm receipt of: Appraisal; Flood; Title; Survey
‑26 To‑do
OA: Apprraisal status to borrower and agents (contact HAZ agent)
‑25 To‑do
MKT: Mid Process Survey
‑25 To‑do
OM: Update file: submit for final U/W
‑15 To‑do
OA: Confirm Haz ins
‑15 To‑do
LO: BOO! Check on pricing & profitability (Rates)
‑10 To‑do
OA: Confirm Survey Complete
‑10 To‑do
OM: WOW! E‑mail pre‑closing Confirmation
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑2 To‑do
OM: HUD Review and confirmation with Borrower
48 Day Contract
Start Date
Activity Type REGARDING
‑47 To‑do
MKT: Send Contract Acceptance Letter
‑47
Call LO: BOO! Contract call: Update GFE; Lock Rate!
‑46 To‑do
OA: Order Title; Taxes; Flood
‑46 To‑do
MKT: Send Welcome Packet
‑45 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑45 To‑do
OM: Update MortgageWare
‑38 To‑do
OA: OPTION DATE: Order Appraisal; OK Survey order
‑38 To‑do
OM: Verify all doc's recv'd
‑34 To‑do
OM: Update file: submit for final U/W
‑34 To‑do
OA: Copy Packages
‑34 To‑do
OA: Confirm receipt of Appraisal; Flood; Survey
‑34 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑24 To‑do
MKT: Mid Process Survey
‑16 To‑do
LO: BOO! Check on pricing & profitability (Rate)
‑16 To‑do
OA: Confirm HAZ ins.
‑10 To‑do
OA: Confirm Survey Complete
‑10 To‑do
OM: WOW! E‑mail Pre‑close info
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑3 To‑do
OM: HUD Review and confirm with Borrower
56 Day Contract
Start Date
Activity Type REGARDING
‑55
Call LO: BOO! Contract Call; Update GFE; Lock Rate!
‑55 To‑do
MKT: Send Contract Acceptance Letter
‑54 To‑do
OA: Order Title; Taxes; Flood
‑53 To‑do
MKT: Send Welcome Packet
‑53 To‑do
OM: Update MortgageWare
‑53 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑46 To‑do
Verify all doc's recv'd
‑46 To‑do
OA: OPTION DATE: Order Appraisal. OK Survey order!
‑42 To‑do
OA: Copy Packages
‑42 To‑do
OM: Update file: submit for final U/W
‑36 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑36 Meeting
OA: Confirm receipt of Appraisal; Flood; Title; Survey
‑28 To‑do
MKT: Mid Process Survey
‑13 To‑do
LO: BOO! Check on pricing & profitabilty (Rate)
‑13 To‑do
OA Confirm HAZ ins.
‑10 To‑do
OA: Confirm Survey Complete
‑10 To‑do
OM: WOW! E‑Mail Pre‑close info
‑7 To‑do
OM: Follow‑up on 7 day pre‑close info
‑3 To‑do
OM: HUD Review and confirm with borrower
63 Day Contract
Start Date
Activity Type REGARDING
‑62 To‑do
MKT: Send Contract Acceptance Letter
‑62
Call LO: BOO! Contract call; update GFE; Lock Rate!
‑61 To‑do
OA: Order Title; Taxes; Flood
‑60 To‑do
OM: Update MortgageWare
‑60 To‑do
OM: Notify Client of doc's needed w/revised GFE
‑60 To‑do
MKT: Send Welcome Packet
‑53 To‑do
OA: OPTION DATE: Order Appraisal. OK Survey order!
‑53 To‑do
OM: Verify all doc's recv'd
‑49 To‑do
OA: Appraisal status to borrower and agents (contact HAZ agent)
‑49 To‑do
OA: Confirm receipt of Appraisal; Flood; Title; Survey
‑49 To‑do
OA: Copy Packages
‑49 To‑do
OM: Update file; submit for final U/W
‑32 Meeting
MKT: Mid Process Survey
‑13 To‑do
OA: Confirm HAZ ins.
‑13 To‑do
LO: BOO! Check on pricing & profitability (Rate)
‑10 To‑do
OM: WOW! E‑mail pre‑close info
‑10 To‑do
OA: Confirm Survey Complete
‑7
Call OM: Follow‑up on 7 day pre‑close info
‑3 To‑do
OM: HUD Review and confirm with Borrower
7 Day Contract
Start Date
Activity Type REGARDING
‑7 To‑do
MKT: Send Welcome Packet
‑7
Call 01) LO: BOO! Contract cal: Update GFE: Lock Rate!
‑7
Call 04) OM: Notify Client oif doc's needed w/revised
GFE
‑7 To‑do
02) MKT: Send Contract Acceptance Letter
‑7 To‑do
03) OA: Order Title; Taxes; Flood
‑7 To‑do
05) OM: Update MortgageWare
‑6 Meeting
06) OA: OPTION DATE: Order Appraisal OK Survey order!
‑6 To‑do
07) OM: Verify all doc's recv'd
‑5 Meeting
08) OM: Update file: submit for final U/W
‑5 Meeting
OA: Copy Packages
‑5 Meeting
11) OA: Apprasal status to borrower and agents (contact HAZ agent)
‑5 Meeting
13) OA: Confirm HAZ ins.
‑5 Meeting
12) OA: Confirm receipt of Appraisal; Flood; Title; Survey
‑5 Meeting
10) MKT: Mid Process Survey
‑4 Meeting
14) LO: BOO!Check on pricing & profitability (Rate)
‑3 Meeting
15) OA: Confirm Survey Complete
‑2
Call 18) OM: HUD Review and confirm with Borrower
‑2 To‑do
16) OM: WOW! E‑Mail Pre‑close info
‑2 To‑do
17) OM: Follow‑up on 7 day pre‑close info
0
Call MKT: Sched 2 week call to update home phone
number!
Gold SIT
Start Date
Activity Type REGARDING
2 To‑do
Gold SIT Letter #2
2 To‑do
Gold SIT Letter #1
4
Call House Hunt? Service? Questions? Buy in 5 months?
6 To‑do
Gold SIT Letter #4
8 To‑do
Gold SIT Letter #5
10
Call House Hunt? Service? Questions? Buy in 4 months?
12 To‑do
Gold SIT Letter #7
14 To‑do
Gold SIT Letter #8
16
Call House Hunt? Service? Questions? Buy in 2 Months?
18 To‑do
Gold SIT Letter #10
20 To‑do
Gold SIT Letter #11
22
Call House Hunt? Service? Questions? Buy in 1 Months?
24 To‑do
Gold SIT Letter #13
25 To‑do
Remove from SIT and Call Agent/Borrower
Green SIT
Start Date
Activity Type REGARDING
1 To‑do
Green SIT #2
2 To‑do
Green SIT Letter #1
2
Call How is the Searching Going? Happy with Service?
Buy in 7 Months?
3 To‑do
Green SIT Letter #4
4 To‑do
Green SIT Letter #5
5
Call How is Search Coming? Service? Questions? Buy in
7 Months?
6 To‑do
Green SIT Letter #7
7 To‑do
Green SIT Letter #8
8
Call House Hunt? Service? Questions? Buy in 4 Months?
9 To‑do
Green SIT Letter #10
10 To‑do
SIT Letter #11
11
Call House Hunt? Service? Questions? Buy in 2 Months?
12 To‑do
Green SIT Letter #13
13
Call Remove from SIT and Call Agent/Customer
Platinum SIT
Start Date
Activity Type REGARDING
1 To‑do
Platnum Letter #1
1 To‑do
Platnum SIT Letter #2
2
Call House Hunt? Service? Questions? Buy in 2.5 Months
3 To‑do
Platnum SIT Letter #4
4 To‑do
Platnum SIT Letter #5
5
Call House Hunt? Service? Questions? Buy in 2 Months?
6 To‑do
Platnum Letter #7
7 To‑do
Platnum Letter #8
8
Call House Hunt? Service? Questions? Buy in 1.5
months?
10 To‑do
Platnum Letter #10
10 To‑do
Platnum Letter #11
11
Call House Hunt? Service? Questions? Buy in 1 Month?
12 To‑do
Platnum Letter #13
13 To‑do
Remove From SIT and Call Agent/Borrower
Silver SIT
Start Date
Activity Type REGARDING
2 To‑do
Silver SIT Letter #1
3 To‑do
Silver SIT Letter #2
6
Call House Hunt? Service? Questions? Buy in 8 months?
9 To‑do
Silver SIT Letter #4
12 To‑do
Silver SIT Letter #5
15
Call House Hunt? Service? Questions? Buy in 6 months?
18 To‑do
Silver SIT Letter #7
21 To‑do
Silver SIT Letter #8
24
Call House Hunt? Service? Questions? Buy in 4 Months?
27 To‑do
Silver SIT Letter #10
30 To‑do
Silver SIT Letter #11
33
Call House Hunt? Service? Questions? Buy in 2 months?
36 To‑do
Silver SIT Letter #13
37 To‑do
Remove from SIT and call Agent/Borrower
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