Loan
Assistance
Process
Assistance
Process
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If you need assistance resolving an issue or problem, please note the following:
The Problem
• Status
• Initial Pricing
• Turn Times
• Loan Locks/Extensions
• Condition Review
• Condition Questions
• Schedule Closing
• Existing Pricing issues
The Solution
Account Manager
EPMX, Sales, Account Executive
EPMX, Website, or Account Manager
EPMX Portal
Account Management
UW Team Lead (see org. chart below)
Account Manager/EPMX Portal
STEPS BY STEPS
01
Identify which department and the proper leader.
02
After identifying the correct leader escalate via phone or email.
SETUP
Anthony Rivera
Director Set-up/ Disclosure Desk
(877) 446-0004 x1216
[email protected]
03
If your UW or Account Management issue was not resolved, escalate to:
Sales
Jason Callan, COO
(678) 525-6008
[email protected]
04
If your Sales issue was not resolved, escalate to:
Sales
05
If your issue was still not resolved. escalate to:
