Fulfillment Services

PPDocs, Inc. brings its trademark speed, customization, and flexibility to assist lenders with pre-closing and Fulfillment Services. Our Fulfillment Service options are perfect for those lenders that need assistance with CD review or a helping hand with the closing and delivery of secondary market loans.

We offer a full menu of services that can be customized and priced to fit your needs. From Closing Disclosure Fee Review to final document delivery, each service is priced individually or as a package so you can choose the services that fit your requirements and budget.

We can help meet your investor’s requirements for purchase and also keep your costs down by only charging you for the services that you need.

ADVANTAGES OF USING PPDOCS

Enhance Compliance and Efficiency with Pre and Post-Closing Fulfillment Services

Compliance with Truth in Lending Act.
Avoid Tolerance Refunds.
Prevent Purchase Delays.
Save Time and Money.
Customized Services.
Accurate Information and Statutory Compliance.

PPDocs offers comprehensive pre and post-closing fulfillment services to help lenders stay compliant with state and federal regulations, streamline processes, and increase productivity. Our services ensure that all necessary information is accurate, documentation is complete, and investor requirements are met, saving you time and money.

Benefits of reliable pre closing fulfillment services

The Truth in Lending Act requires that lenders disclose certain credit-related details to consumers before they enter the transaction. The required disclosures include the detailed components of the finance charges, in order to assist the consumers in comparing options.

PPDocs’ pre-closing fulfillment services assist the lender in obtaining the accurate and necessary information and check for compliance with applicable statutes. Our fulfillment services assist lenders in fulfilling their obligations and staying in compliance with state and federal regulations.

Increase productivity and compliance with post closing fulfillment services

In today’s regulatory landscape, the compliance requirements do not end at closing. Missed signatures and incomplete documentation are just a couple of the potential pitfalls that await lenders that do not take measures to ensure post-closing compliance.

We offer a variety of post-closing services to address these issues, ease the burden of the delivery of paperwork, and increase productivity.

Choose the fulfillment services you need

Whether a lender needs more involved assistance with CD review or the minimum assistance with closing and delivery of secondary market loans, our fulfillment services offer the perfect solution. Our fulfillment service options include, but are not limited to:

Which is right for you?

Choose the Fulfillment Services You Need

Settlement Charge Collaboration.
Collaborate with settlement agents to obtain final settlement charges.
Fee Amount Review.
Review estimated and closing fee amounts provided by the lender for any tolerance violations.
Compliance Audit Checks.
Perform audit checks to ensure the loan complies with state and federal regulations.
Final Disclosure Delivery.
Deliver the final Closing Disclosure to the lender.

Executed Document Review.
Review copies of executed documents.
Investor Condition Confirmation.
Confirm all investor funding conditions have been met.
Funding Authorization.
Issue funding authorization to the title company.

Net Funding Breakdown.
Create a net funding breakdown.
Documentation Forwarding.
Forward all applicable documentation (collateral package) to the lender or warehouse bank for wire request.

Document Verification.
Review closed loan package to ensure all documents are correctly signed, dated, and notarized.
Additional Documentation Inclusion.
Ensure any additional documentation is included as per client/investor funding requirements.
Package Scanning.
Scan the closed loan package.
Original Note Delivery.
Deliver the original Note to the investor.
Package Stacking and Delivery.
Stack and deliver the closed loan package to the investor for purchase.
Secure Storage.
Secure the original closed loan package until investor purchase or return the original package to the client.