This underwriting process swimlane diagram example can help clarify the intricacies of this complicated process and identify exactly who is responsible for each step along the way. Simply add, delete or modify steps to tailor this template to your own process . Further customize it by linking to internal forms, and include contact info and pictures of key personnel involved in the process, and you have a valuable reference document for both your employees and your customers.
Underwriting - Address Verification
Underwriting - Funds Postage Verification
Underwriting - MVR
Policy Issuance
Address Verification
Underwriting Process
Success
Error
Research and Correct Address
Money Posted
Money Not Posted
Verify That Money Was Posted
Wait a Day
Order MVR
Verify That MVR Have Been Received
MVR Not Received
MVR Received
Request MVRs Post
Auto Issue
