1.5 Workload Management

A. Applications. Applications for mortgage insurance should be submitted to the Regional Center or Satellite Office having jurisdiction for the area where the property is located (the “originating” office). The Regional Center or Satellite Office Director is responsible for workload management within their Regional Center or Satellite Office, including:

1. Delegation and staff assignments,

2. Participation in Workload Sharing,

3. Establishing priority of application processing,

4. Meeting standard processing times, and

5. Loan Committee.

B. Workload Sharing. Depending on staff capacity and programmatic expertise, a Regional Center Director may transfer processing assignments to other Multifamily Regional Centers or Satellite Offices (“processing” offices) through Workload Sharing. Workload Sharing occurs outside of the geographic service area identified in existing published delegations of authority. The originating Multifamily Regional Director will retain Commitment Authority and closing responsibility. The processing office will assist as requested, following protocols of the originating office and counsel. A Regional Center Director may redelegate processing responsibilities to designated Multifamily staff in processing offices unless specifically restricted by the Guide, statute or regulation or by existing published delegations of authority.

C. Washington Docket. At the “initial”/“final” endorsement and closing, the Regional Center Director or other appropriate designated staff should assemble a set of original documents (or as HUD allows, copies) for the Washington Docket, in accordance with the local Regional Center’s requirements and procedures. If originals of recorded documents are unavailable because of filing or recording procedures, a wholly legible copy should be collected (certified true and correct by the recorder or by the title company). Note that the Phase I Environmental Site Assessment is a program requirement and a supporting document for the HEROS environmental review. It should remain with the HEROS summary report in the Washington Docket as a part of the permanent, historical file.

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D. Initial Endorsement Diligence Review. The Regional Center Director and program staff will review the Lender’s request for initial endorsement and closing and supporting materials in accordance with Program Obligations. Applications participating in Workload Sharing will follow closing requirements and protocols of the originating office and counsel; the processing office will provide such support as requested.

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