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Loan status overview

Nathan at New Silver avatar
Written by Nathan at New Silver
Updated this week

Status

Description

What is next?

New

First Status, When Deal is Created As Soon As The Borrowers Contact Information Is Collected

Borrower is sent an email that provides them access to their personal loan cabinet. This is where they can monitor their applications, upload documents and request draws.

Status

Description

What is next?

Loan_Terms_Issued

Status is triggered once Clicks "Next" after adding the property info. Borrower is shown preliminary terms based on the information they have provide

Borrower should click the "Continue To Term Sheet Button"

Status

Description

What is next?

Loan_Terms_Selected

After click the "Continue To Term Sheet Button" the borrower is able to download their preliminary term sheet and proof of funds letter (if applicable).

Borrower is sent an email with their preliminary term sheet.

Status

Description

What is next?

Appraisal_Invoice_Requested

You have requested that New Silver order the property appraisal and generate an invoice for the appraisal to be sent to your borrower

Status

Description

Appraisal_Invoice_Sent

New Silver admin has generated the required appraisal invoice to be sent to the borrower.

Status

Description

Appraisal_Paid

Borrower has paid the required property appraisal which will notify New Silver to order the appraisal inspection.

All documentation required for the deal must be uploaded prior to inspection.

FICO_AVM_Completed

The Soft Credit Check happens in the background at the same time the borrower makes the appraisail payment. After FICO and AVM Is Done. This means that the automatic property valuation was completed.

Status

Description

Docs_Uploaded

Borrowers has successfully uploaded the purchase contract and rehab budget docs required for appraisal

Status

Description

Appraisal_Ordered

New Silver has ordered the property appraisal, and the borrower will be notified via email.

Status

Description

Manual_Review

Borrower either selected Multi-family or Commercial property type during the application or we are unable to retrieve FICO score. Borrower may add a co-borrower if FICO score was too low.

Status

Description

Final_Approved

Borrower has been successfully approved for a loan

Termsheet_Signed

Borrower has signed the loan agreement term sheet

Rejected

Deal was rejected

Won

Won deal

Servicing

Borrowers can request draws, see information on the status of their loan and request a Refinance of their loan.

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