• Loan officer cheat sheet
  A simple loan application cheat sheet designed
  for the novice loan officer. It's a basic step by
  step form with the necessary questions needed
  to take a proper 1003
• Primo PDF converter
  This easy download will help even the "not so
  computer savvy" loan officer convert any
  document to a PDF. This helps with scanning
  and emailing such documents as credit reports,
  1003's and any other documents with easy access.
  
• Letterhead
  Our branch letterhead. To be used when sending
  professional letters to clients.
  
• Fax template
  An easy to use fax template with our branch info
  and logo.
  
• Sample credit report
  See what a credit report looks like from Kroll
  factual data. By far one of the easiest to read
  credit reporting agencies around.
  
• Employee handbook
  To be read thoroughly by all new employees.
  Covers our policies on loan submissions, appraisals,
  and pay structure.

• Appraisal consent form (mandatory for all new appraisers)
  We have a very strict C.O.D policy for all appraisers.
  While you are able to have an appraisal invoiced at
  the closing of the loan, you as the loan officer are
  fully responsible for any fall-out.
• Business card order form (coming soon)
  We have an amazing printing company that does all
  of our business related printing at a very reasonable
  price. Order as few as 250 or as many as 2,000 it's up
  to you.
  
• Commission split form (coming soon)
  Should you find yourself working with another loan
  officer you may want to split the commission on the
  loan 50/50 or maybe 60/40. This usually comes in
  handy when senior loan officers help out jr. loan
  officers. Another example would be a fairly large
  commercial loan that requires 2 sets of eyes and ears.
  
• Kroll factual data credit application (mandatory for all new employees)
  Must be filled out and submitted prior to taking any
  new loan applications. Evofi / Step by Step Financial
  will not pay for your credit pulls.
  
• Processing submission file separators (mandatory for all new submissions)
  After your online submission is complete and you have uploaded the point file, you must also print these loan file separators and either fax them in or hand deliver them to our processing center at 1820 e Ray Rd., Chandler, AZ 85225
• Room reservation request
  would you like to utilize one of our meeting or conference rooms throughout the valley? This form allows you to choose any location that is affiliated with us. Conference rooms are a great way to impress a new client!