Mortgage loan data collection method and apparatus for a financial planning originator and/or financial institution originator of a mortgage loan
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United States of America Patent
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Jun 10, 2008
Issued Date -
N/A
app pub date -
May 5, 2003
filing date -
Jul 22, 1998
priority date (Note) -
In Force
status (Latency Note)
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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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Family
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Cited Art Landscape
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