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CORRESPONDENT LENDER CHECKLIST Correspondent Lender Name: ___ Correspondent Product Options: select all programs that apply for Delegated and/or Delegated. DelegatedNonDelegatedConforming Conventional
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Clearly identify the products and services offered by your business.
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Determine the different levels of service that will be provided for each product.
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Create a detailed guide or chart outlining the different service levels and what they include.
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Train staff on how to effectively communicate and deliver each service level to customers.
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Regularly review and update the products and service levels to ensure they align with customer needs and market trends.

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Businesses that want to clearly communicate their offerings and provide customers with different service options based on their needs.
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Companies looking to streamline their operations by standardizing service levels for efficient delivery and customer satisfaction.
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Products and service levels refer to the different offerings and standards provided by a company to its customers.
Companies or businesses that offer products or services are required to file products and service levels.
Products and service levels can be filled out by providing detailed information about the products and services offered, including quality standards and customer expectations.
The purpose of products and service levels is to ensure that customers receive quality products and services that meet their expectations.
Information such as product descriptions, pricing, warranty details, and service standards must be reported on products and service levels.
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