File Pre-Allocation Review
Date
*
-
Month
-
Day
Year
Date
Opportunity name
*
Reviewer
*
Johnson-Baxter Barton
Nate Fosnaugh
Jason Wang
Seuj Barua
Simmon Sleiman
Anthony Chen
Rebekah Sander
Jonathan De Sensi
Jessica Yang
ILM
*
Kevin Agent
Mark Davis
Seuj Barua
Kate Allison
Sean Young
Natasha Choi
Leonardo Cagliolo
James Sarantos
Manjula Mahindajit
Anthony Hong
Jonathan De Sensi
Yaqi Yang
Steven Khoury
Analyst
*
Josip Kostroman
Anthony Chen
Barton Johnson-Baxter
Simmon Sleiman
Amber He
Yaqi Yang
Jonathan De Sensi
Rebekah Sander
Antony Hong
Jeidem
Marielle
Sohil
Not listed/Unknown
Paperwork organised and complete
*
Yes
No
Okay - feedback
Paperwork feedback
Applicants data complete
*
Yes
No
Okay - feedback
Ap 1 Income
Ap 2 Income
Living Expenses
Applicant feedback
ILM submission notes clear and complete
*
Yes
No
Okay - feedback
Notes feedback
Strategy sheet complete and consistent with Notes
*
Yes
No
Okay - feedback
Strategy feedback
Living Expense complete and consistent
*
Yes
No
Okay - feedback
Living Expense feedback
Compliance documents uploaded and complete
*
Yes
No
Okay - feedback
Compliance feedback
Assets and Liabilities complete
*
Yes
No
Okay - feedback
A&L feedback
Servicing and funding Calculator Accurate
*
Yes
No
Okay - feedback
Servicing and funding feedback
E-mail to customer contains correct supporting document request
*
Yes
No
Okay - feedback
E-mail feedback
File disposition
*
Given to CSM
Returned to Analyst
Other Notes
Submit
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