6 Months to 6 Figures

What You'll Learn

Take a file from contract to close, step by step.

Inside the accelerator you learn to run Tanya's full 26-step contract-to-close checklist, so nothing slips between application and the closing table. Then the 30-Day Jumpstart turns it into a daily plan you can start on Monday.

The 26-step contract-to-close checklist

• Take a complete and accurate loan application
• Pull and read the credit report with confidence
• Verify income and calculate qualifying income
• Verify assets and source the funds to close
• Match the borrower to the best loan product
• Structure the loan and confirm the qualifying ratios
• Run automated underwriting and read the findings
• Issue the Loan Estimate on time
• Collect intent to proceed and initial disclosures
• Order the appraisal
• Submit a complete file to underwriting
• Review the conditional approval and organize conditions
• Collect and clear underwriting conditions
• Review the appraisal and resolve value or repair issues
• Order title and review the title commitment
• Confirm homeowners insurance and flood determination
• Complete the verification of employment
• Resubmit conditions and secure the clear to close
• Lock the rate and confirm pricing
• Prepare and review the initial Closing Disclosure
• Deliver the Closing Disclosure and honor the waiting period
• Reconcile final figures with all parties
• Confirm cash to close and wire instructions
• Schedule and confirm the closing appointment
• Fund the loan and confirm recording
• Follow up after closing and set up repeat and referral business