New Client Onboard

Part One: You must hit "Submit" at the end of each part (one, two and three). We suggest downloading our PDF reference of all questions and reviewing prior to submitting. Some fields are required and it is recommended that you complete each part as comprehensively as you can. If you have any questions or would like to walk-through the steps with a PLG representative, please contact compliance@padgettlawgroup.com.

Submit

Part Two: You must hit "Submit" at the end of each part (one, two and three). We suggest downloading our PDF reference of all questions and reviewing prior to submitting. Some fields are required and it is recommended that you complete each part as comprehensively as you can. If you have any questions or would like to walk-through the steps with a PLG representative, please contact compliance@padgettlawgroup.com.

COMPLIANCE

* Indicates required field

Client Name (Legal Entity Name) *

Describe your month reporting requirements as they relate to consumer complaints:: *

If you have a preferred template for the above, please upload here: *

Max file size: 20MB

Additional File Upload If Needed *

Max file size: 20MB

Do you issue score cards? *

Yes No

Rebuttal process: *

Yes No

Scorecard Frequency: *

Describe your scorecard metrics and rebuttable process if applicable: *

Incident Notification Requirements & Contact *

VENDOR MANAGEMENT

Is third-party vendor approval required? *

Yes No

If yes, please provide inbox contact and process description: *

Do you have a standard Legal Services Agreement Template or do you prefer PLG's template? *

We will upload and provide our template. Please send us the PLG LSA template.

Upload Your LSA Template: *

Max file size: 20MB

Submit

Part Three: You must hit "Submit" at the end of each part (one, two and three). We suggest downloading our PDF reference of all questions and reviewing prior to submitting. Some fields are required and it is recommended that you complete each part as comprehensively as you can. If you have any questions or would like to walk-through the steps with a PLG representative, please contact compliance@padgettlawgroup.com.

OPERATIONS

* Indicates required field

Client Name (Legal Entity Name) *

Communications Platform *

If "other" communications platform, please provide the name: *

Describe your SCRA and Pacer milestones. *

SCRA and Pacer naming permutations, if any: *

Calendar or Business Days: *

Calendar Days Business Days

SCRA and Pacer parties requiring searches: *

Borrower Mortgage-Only Signor Vested Owner

If you would like a monthly status report, please describe the reporting parameters and provide contacts to whom it should be distributed: *

Upload your Contact Matrix: *

Max file size: 20MB

LITIGATION

Describe your litigation policy and procedure including any contacts and preferred communications: *

If you have a specific litigation policy to share, please upload: *

Max file size: 20MB

TRANSFER, REINSTATEMENT AND PAYOFF, AND STATE-SPECIFIC REQUIREMENTS

Approval to proceed in the event a transfer file is received? *

Yes No

Georgia Clients Only: Please provide name, phone number, and address to be listed in Notice of Acceleration pursuant to statutory law. *

Reinstatement & Payoff *

Yes, Firm to Prepare ($150) No, we will prepare.

If Firm is preparing, what is your figures expiration timeline? *

Submit

Welcome to Padgett.

BEN EWING, ESQ.

Managing Attorney, Risk Management

KYLA REHBERG

Director, Compliance