Capture the Member's Information

(To be filled out by a BD representative)

The member currently has a:
The member would like to: (Mortgage Loan)
The member would like to: (HELOC)
The member would like to: (Home Equity Loan)
Is this the member's 3rd forbearance extension?*

User Instruction: Use HELOC account number that has a checkmark next to it.

Docusign Received / Work Assigned

Fill out the form when the Docusign has been received and the task was assigned.

Docusign was received
Member has failed to complete the Docusign.

Note: Selecting the field above will complete the workflow and send this record into the "Completed" report.

Who will handle this assignment?
The task has been assigned

DNA Process is Complete

Fill out the form when the Docusign has been created and sent out to the member.

DNA Processing has been completed
The Confirmation Letter was sent to the member (for loan extension and deferrals only)
Form was submitted to Identifi (for loan extensions and deferrals only)