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Business Glossary-Term List

Welcome to the MISMO Business Glossary - your online source of mortgage industry business terms and data point descriptions. Follow the links provided for Term Type; Focus Area; and Source descriptions; complete terms of authorized usage; and a more detailed description of the MISMO Business Glossary.  Search tip:  Use quotes for an exact search (e.g., "keyword or phrase"). 

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Collaborate on UCD/CD

Process of collecting and confirming data both internally and with third parties that will be used to produce a Closing Disclosure (CD) for the Borrower and the Uniform Closing Dataset (UCD) for GSE delivery.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Collect Borrower Information

Process of obtaining Loan Application information from the Borrower(s).

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Collect HMDA Data

The process of collecting loan-level data required for HMDA reporting, typically from multiple systems, depending on the Lender's or Servicer's business model.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination, #Servicing

Collect Missing Documents

Process of collaborating with appropriate parties to retrieve outstanding documents required for loan servicing.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Complete Loan Application

Process of completing the Loan Application information regarding the property, the Borrower(s), and the requested loan.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Complete Processing

Process of validating the information contained on the loan application and other Borrower and property details required to decision the application.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Condition

Documentation or information that must exist (""be satisfied"") at or before a point in the origination process, such as Prior to Closing, Prior to Funding, etc. Common conditions include proof of mortgage insurance (when applicable), proof of homeowners insurance, and requests for additional documentation.

Term Source: MISMO Life of Loan

Term Type: Other

Focus Area: #MISMOLifeOfLoan, #Origination

Confirm Underwriting Approval Not Expired

Process of reviewing the loan approval's expiration dates and the expiration of documents associated with the underwriting approval.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Consider Flood Risk

The process in which the consumer considers the flood risk of a property.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan

Consumer Pre-Application Activities

The processes that could occur prior to the consumer starting the mortgage application process.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan

Coordinate Accounting Changes with Investor

The process of removing a loan from the records of a investor - sometimes a loan is reclassified from a pool or security ahead of foreclosure and being fully removed from the Investor's books. Some portion of interim Investor accounting changes may have occurred earlier in the default management process based on the servicing agreement.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Servicing

Create and Distribute Billing Statements

The process of sending billing statements, payment schedules or payment coupons.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Servicing

Create eNote

Process in which the Lender creates the eNote and makes it available to the system used at closing

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Create RMBS Rating Dataset

Process of creating the RMBS Rating dataset to deliver to a third party for validation and subsequent delivery to Rating Agencies.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Servicing

Deliver CD to Borrower

Process of delivering an accurate Closing Disclosure (CD) to the Borrower via mail, electronically, or in person.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Deliver Closing Package

Process of securely delivering the closing documents package electronically, or as an exception in paper, to the Settlement Agent.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Deliver Data from LOS to Doc Prep Provider

Process of delivering data from the loan origination system to the document preparation system when disparate systems are used to generate the closing documents package.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Deliver Documents to Warehouse / Custodian

Process of delivering collateral documents to a Warehouse Bank (or its Document Custodian) to secure interim financing until the mortgage is sold to a permanent investor.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Deliver Initial CD to Borrower

Process of delivering (pre-closing) an accurate and timely Closing Disclosure (CD) to the Borrower via mail, electronically, or in person meeting regulatory requirements.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

Deliver Loan to Purchaser or Guarantor

Process of transmitting mortgage loan data from the Loan Seller to the Purchaser or Guarantor to meet the contractual obligations of the purchase or guaranty agreement.

Term Source: MISMO Life of Loan

Term Type: Process

Focus Area: #MISMOLifeOfLoan, #Origination

 

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