We often get inquiries from borrowers about who they should contact in regards to their Visio loan, and the answer is it depends on your specific situation. While our entire team is here to accommodate you, certain people will be able to better direct you based on where you are in the loan process. Essentially, you will be working with three Visio representatives throughout the process: your Account Executive, a processor, and someone from our closing team. Here’s an outline of when to contact each representative.
Account Executive (AE)
- Pre-loan: Contact your Account Executive for all questions about our loan products and your unique investment needs. We have fantastic AEs who can guide you as needed.
- Application Stage: If you have any questions about our application, appraisal, and documents needed to enter processing, contact your AE.
- Funding: Visio Lending funds our loans once we have had the opportunity to confirm with the settlement agent that all the loan documents were executed properly. During this time, you can contact your Account Executive for questions.
- Closing: Once your loan makes it into closing, your Account Executive will reach out to go over your preliminary HUD and can answer any questions.
Processor
- Processing: Once your completed appraisal arrives, your loan will move into processing, and we will collect title, a flood certificate, and all remaining documents. Your processor is the best point of contact for any related inquiries.
- Underwriting: Your processor will submit your full loan package to our underwriting department for review. Though our underwriters will have your loan file, your processor will be your main point of contact.
Closing Team
- Closing: Once our underwriters issue final approval for your loan, someone from our closing team will be in contact to schedule your closing. Your Account Executive will also be well equipped to assist you during this stage as well.
For additional information about the Visio loan process and our products, see our Visio Box Resource Page. We also invite you to browse all of our Investor Resources.
Related: 3 Common Use Cases for Visio Loan Products
