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LOAN INITIATION
 Loan Announcements
Interest rates expected to increase by 25%
by wsstemplateadmin		 6/22/2005 2:07 PM
 
FICO scores below 640 will no longer be accepted.
by wsstemplateadmin		 6/22/2005 12:55 PM
 
 Add new announcement
 Recent Loans
Customer NameLoan TypeLoan Status
Count = 35
Expand/Collapse Loan Status : Approved by Supervisor ‎(6)
Count = 6
Expand/Collapse Loan Type : Auto Loan - 6YR ‎(2)
Count = 2
Connelly, Peter
Auto Loan - 6YRApproved by Supervisor
Goldschmidt, Daniel
Auto Loan - 6YRApproved by Supervisor
Expand/Collapse Loan Type : Mortgage - 15YR Fixed ‎(1)
Count = 1
Glynn, James R. (Jr.)
Mortgage - 15YR FixedApproved by Supervisor
Expand/Collapse Loan Type : Mortgage - 3YR ARM ‎(1)
Count = 1
Francis, Cat
Mortgage - 3YR ARMApproved by Supervisor
Expand/Collapse Loan Type : Personal Loan - Unsecured - 36month ‎(2)
Count = 2
Fliegl, Ursula
Personal Loan - Unsecured - 36monthApproved by Supervisor
Merrifield, Jenni
Personal Loan - Unsecured - 36monthApproved by Supervisor

Expand/Collapse Loan Status : Awaiting FICO Score ‎(6)
Count = 6
Expand/Collapse Loan Type : Home Equity Line of Credit ‎(2)
Count = 2
Conroy, Stephanie
Home Equity Line of CreditAwaiting FICO Score
Goldstein, Brian
Home Equity Line of CreditAwaiting FICO Score
Expand/Collapse Loan Type : Mortgage - 30YR Fixed ‎(1)
Count = 1
Gnielka, Saskia
Mortgage - 30YR FixedAwaiting FICO Score
Expand/Collapse Loan Type : Mortgage - 5YR ARM ‎(1)
Count = 1
Hankin, Alex
Mortgage - 5YR ARMAwaiting FICO Score
Expand/Collapse Loan Type : Small Business Loan ‎(2)
Count = 2
Flood, Kathie
Small Business LoanAwaiting FICO Score
Mersin, Sibel
Small Business LoanAwaiting FICO Score

Expand/Collapse Loan Status : Checking References ‎(6)
Count = 6
Expand/Collapse Loan Type : Auto Loan - 6YR ‎(2)
Count = 2
Fluegel, Jay
Auto Loan - 6YRChecking References
Meston, Tosh
Auto Loan - 6YRChecking References
Expand/Collapse Loan Type : Mortgage - 15YR Fixed ‎(2)
Count = 2
Contreras, Linda
Mortgage - 15YR FixedChecking References
Meisner, Darrell
Mortgage - 15YR FixedChecking References
Expand/Collapse Loan Type : Mortgage - 3YR ARM ‎(1)
Count = 1
Gode, Scott
Mortgage - 3YR ARMChecking References
Expand/Collapse Loan Type : Personal Loan - Unsecured - 36month ‎(1)
Count = 1
Hansen, Anne Grethe
Personal Loan - Unsecured - 36monthChecking References

Expand/Collapse Loan Status : Declined ‎(6)
Count = 6
Expand/Collapse Loan Type : Home Equity Line of Credit ‎(2)
Count = 2
Focht, Kelly
Home Equity Line of CreditDeclined
Metters, Susan
Home Equity Line of CreditDeclined
Expand/Collapse Loan Type : Mortgage - 30YR Fixed ‎(2)
Count = 2
Cook, Cathan
Mortgage - 30YR FixedDeclined
Meisner, Linda
Mortgage - 30YR FixedDeclined
Expand/Collapse Loan Type : Mortgage - 5YR ARM ‎(1)
Count = 1
Goeschl, Gerhard
Mortgage - 5YR ARMDeclined
Expand/Collapse Loan Type : Small Business Loan ‎(1)
Count = 1
Hansen, Claus
Small Business LoanDeclined

Expand/Collapse Loan Status : Returned by Client ‎(6)
Count = 6
Expand/Collapse Loan Type : Auto Loan - 6YR ‎(1)
Count = 1
Hansen, Gudmundur Axel
Auto Loan - 6YRReturned by Client
Expand/Collapse Loan Type : Mortgage - 15YR Fixed ‎(2)
Count = 2
Ford, Jeffrey L.
Mortgage - 15YR FixedReturned by Client
Mevius, Willem
Mortgage - 15YR FixedReturned by Client
Expand/Collapse Loan Type : Mortgage - 3YR ARM ‎(2)
Count = 2
Cook, Kevin
Mortgage - 3YR ARMReturned by Client
Mello, Raquel
Mortgage - 3YR ARMReturned by Client
Expand/Collapse Loan Type : Personal Loan - Unsecured - 36month ‎(1)
Count = 1
Goktepe, Mete
Personal Loan - Unsecured - 36monthReturned by Client

Expand/Collapse Loan Status : Submitted to Client ‎(5)
Count = 5
Expand/Collapse Loan Type : Home Equity Line of Credit ‎(1)
Count = 1
Hanson, Mark
Home Equity Line of CreditSubmitted to Client
Expand/Collapse Loan Type : Mortgage - 30YR Fixed ‎(1)
Count = 1
Fort, Garth
Mortgage - 30YR FixedSubmitted to Client
Expand/Collapse Loan Type : Mortgage - 5YR ARM ‎(2)
Count = 2
Flanders, Paula J.
Mortgage - 5YR ARMSubmitted to Client
Mensa-Annan, Tete
Mortgage - 5YR ARMSubmitted to Client
Expand/Collapse Loan Type : Small Business Loan ‎(1)
Count = 1
Goldberg, Jossef
Small Business LoanSubmitted to Client

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 Client Awareness
1. How knowledgeable are most of your clients about the loan process?
 Expert
 2 (10%) 
 
 Experienced
 6 (29%) 
 
 Some knowledge
 5 (24%) 
 
 No knowledge
 8 (38%) 
 
Total: 21

2. General Comments
Total: 0
  		 
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 Loan Discussion Board
Subject
Posted By
 
HELOC vs HEL?
 
What does a HELOC have over a HEL?
wsstemplateadmin
 
HELOC vs HEL?
 
The HELOC allows the client to use the money as much or little as possible.  Think of it as a credit card with a lower interest rate.
wsstemplateadmin
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