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Origination & processing

1003 intake, counseling, FA workflows, and condition management.

4articles
3sub-topics
Jun 5, 2026last updated
96%found this category helpful

Conditions management: assigning, satisfying, and clearing

Workflow patterns for tracking conditions through processing and underwriting.

Conditions 12 min Jun 5

Counseling certificate tracking and HUD compliance windows

Logging certificates, validating expiration dates, and handling a timed-out counseling cert.

Counseling & FA 7 min Jun 5

Capturing the 1003: borrower intake patterns and required fields

How the 1003 maps onto ReversePilot intake workflows, including HECM-specific fields and conditional sections.

1003 application 8 min Jun 5

Configuring Financial Assessment automation for HECM borrowers

Enable and tune the FA rules engine, residual income overlays, LESA assumptions, and manual-review triggers.

Counseling & FA 10 min Jun 5

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