Mortgage loan data collection method and apparatus for a...

Details Mortgage loan data collection method and apparatus for a... Mortgage loan data collection method and apparatus for a...

2008-06-10

2008-06-10

Trammell, James P. (Department: 3694)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

Reexamination Certificate

active

07386504

ABSTRACT:
The present invention includes a method and apparatus for collecting information for a mortgage loan originated by a loan originator for a loan customer in coordination with a loan broker. The loan originator is not the loan broker. The loan originator provides services necessary for the origination of the mortgage loan and not duplicative of services provided by the loan broker. In certain embodiments, the loan originator is at least one of the following: CPA, Financial Planner, Broker/Dealer, Stock Broker, Insurance Broker/Agent, Attorney or other financial professionals. In other embodiments, the loan originator is one of the following: a Bank, Savings and Loan, Thrift, or Credit Union.

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Advertisement entitled: “The New Real Estate Environment Is Here.” Creation date unknown.
Advertisement entitled: “Third Party Loan Orgination Compliance Empowers.” Creation date unknown.
Advertisement entitled: “We Have Compliance Down To A System.” Creation date unknown.
Advertisement entitled: “The Recognized Leader in Compliance.” Creation date unknown.
Advertisement entitled: “One Pipeline Success in The Face of Change.” Creation date unknown.
Possibly web page or PowerPoint print outs (21 pagees), First page entitled: “One Pipeline.” Creation date unknown.
OnePipeline In Employment Application Agreement (6 pages including attachment A). Creation date unknown.
OnePipeline Real Estate Broker/Owner Assistance Agreement. Creation date unknown.
News release entitled: “OnePipeline Picks UP Insurance Agents.” Dated Sep. 3, 2001.
OnePipeline Co-Mortage Broker Agreement. Creation date unknown.

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