- Contacts applicants by telephone, e-mail, or in-person meetings to gather financial information, including employment situation, salary, assets, financial status, current debts and current expenses
- Orders appraisal and title and assists in loan application completion
- Receives data needed by mortgage loan processors to verify employment length, financial statement accuracy, and collateral asset values
- Clears underwriting conditions and reviews closing conditions
- Submits application to the lender
- Contacts and communicates with loan closer