Mortgage Milestones - 15 SIMPLE Steps!

  1. Purchase and sale received
  2. Buyer disclosures sent
  3. Appraisal ordered
  4. Processing review complete
  5. Initial underwriting review complete
  6. Underwriting conditions received from borrower(s)
  7. Appraisal report received
  8. Final loan approval received by underwriting
  9. Closing Disclosure (CD) sent to borrower(s)
  10. File submitted to Umpqua closing team
  11. Loan docs sent to escrow
  12. Buyer signing appt scheduled
  13. Loan documents signed at escrow
  14. Target funding date
  15. Loan is funded! Wohoo!