No. of Recommendations: 0
You'll *never* find the top producers organizing loan files. Beginners will, to learn the game... but any loan officer that doesn't rapidly evolve away from administrative minutiea is doomed. Every minute you spend double checking rental history is a minute you'll never be able to spend on generating a new client.

I kinda disagree with this because personally analyzing the borrower's documents is the essence of loan origination. Once the borrower has submitted the requested (by me) documents AND the loan originator has analyzed them to determine the best course of action, THEN the back office can assemble and organize the documents, of course. Everything is now in PDF format so, no, I don't rename the documents as required and organize and upload them to the lender's portal. My processor does that. But if I'm not fully aware of what's in the documents to begin with, I'll get a condition list as long as my arm that makes me tired just to look at it. My goal is to get as short a condition list as is humanly possible.
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