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1. Fit and scope
Discuss volume, products, states, systems, current workflow, service needs, timing, and constraints. If the engagement is not a fit, that should be clear before borrower information changes hands.
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2. Onboarding and access
Document responsibilities, approved communication, escalation, secure access, pricing, file eligibility, and the first-file process.
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3. File handoff and review
Receive files through the approved secure workflow, verify the handoff package, identify gaps, and create the working action plan.
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4. Milestone coordination
Move the agreed processing tasks through submission, conditions, and closing coordination while keeping next steps visible.
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5. Review and improve
Evaluate the workflow using verified service data and client feedback. Update the process when the evidence shows a better way.