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Back Office Process: Pre-PTO Refinance

Back Office Process: Pre-PTO Refinance

Owned by Jennifer Salazar (Unlicensed)
Last updated: Sept 18, 2024 by Nehemiah @ EverBright
1 min read

Handled by: Currently handled by @Nehemiah @ EverBright & @Brian Embry only

Background: The overview outlines the steps and the owner of the specific process for Pre-PTO/M3 refinance inquiries.

This process is handled by @Nehemiah @ EverBright & @Brian Embry only

STEP

ACTION

STEP

ACTION

1

CS Agent / Nemo-Brian

  • Verify the status of the contract in Engine is Pre-PTO

2

CS Agent / Nemo-Brian

  • Post the following information collected to Title Transfers Team Channel for @Kristina Nixon (Unlicensed) to terminate the UCC Filing:

    • Homeowner name

    • Full property address

    • Phone number

    • Email address

3

Kristina

 

4

CS Agent / Nemo-Brian

  • Once @Kristina Nixon (Unlicensed) confirms that the UCC filing has been terminated,

    • Send copy of UCC filing termination (uploaded to UCC Terminations Sharepoint under UCC Terminations - filed folder through Docusign

    • Close the Salesforce case