Lionsview Desk Request

    General Information




     


    Client Documents


    Compliance

    You must deselect "None" to request the service and enter loan amounts.

    Fixed Cost Disclosure (Fixed & Variable)
    NoneUpload to FinmoSend to borrower

     

    Open Cost Disclosure (HELOC, possibly Privates)
    NoneUpload to FinmoSend to borrower

     

    BCFSA Form 10 Conflict Disclosure
    NoneUpload to FinmoSend to borrowerSend to Lender

     

    MPP (MLI) Form
    NoneUpload to FinmoSend to borrowerSend to MPP


    Payroll

    Prepare Closing & Funding packagesSubmit to DI for payroll / compliance audit


    Marketing

    CRM EntrySend gift cardSend Thanks to realtorE-Transfer appraisal refunds