Page 1 - Hybrid Roadmap_B2C

Step 2
Mortgage Discuss eligible mortgage loan options with your MPP and
Planning select the loan type – Reverse or Traditional
The Road
Roadmap to a Better
Retirement

Step 1
Meet with your local Mortgage
Planning Professional (MPP)

Step 5 REVERSE
Provide required income
documents and
provide your Intent Step 3
to Proceed to your Attend HUD Counseling and TRADITIONAL
MPP
obtain Counseling Certificate Step 3
Step 4 Finalize all loan terms
Meet with your MPP to sign and application details
loan application package with your MPP

! Loan submitted for processing !

Loan submitted for processing
Step 6 Step 4
Setup Specialist orders your FHA Case #, title
work, and appraisal services Setup Specialist mails your Loan Estimate
Disclosure Package

Step 5

Step 7 Review the Loan Estimate and provide Step 6
your Intent to Proceed to your MPP
Appraisal company works with Vendor
you to schedule appraisal and Coordinator
collects payment orders all 3rd
party services
– appraisal,
title, etc.

Step 7
Appraisal company works with you to
schedule appraisal and collects payment
Step 8
Processor navigates you through loan process and
collects any missing documents/conditions Step 8
Processor navigates you through loan
process and collects any missing
documents/conditions

Step 9
The Underwriting Team
reviews your loan and Final Loan
grants a final decision Approved

Step 9
Step 10 Underwriter reviews your loan and
Closing Team draws final loan documents for grants a final decision
you to sign, issues wire transfer, collects funding
conditions and funds the loan