Client Instructions Loan Application CRM Data Entry Assistant
Overview:
We are seeking a meticulous data entry freelancer to transfer loan application information into our CRM system. This role ensures accurate and organized loan records for internal review and processing. Accuracy, attention to detail, and confidentiality are essential.
Scope of Work:
Review encrypted PDF home equity and mortgage loan applications provided by the client
Accurately extract required data and enter it into the CRM system
Ensure all numeric and financial values are entered correctly and consistently
Cross-check entries against source documents to minimize errors
Flag any missing, unclear, or inconsistent information for client review
Maintain strict confidentiality of all applicant and property information
Required Data Fields:
Applicant ID
CRM record number
Loan type
Lien priority
Estimated property value
Combined loan balance
Debt-to-income ratio
Underwriting notes
Delivery:
Final Spreadsheet containing all entered loan application data, clean, organized, and ready for review
Final Word Report summarizing completed work, including any missing data, discrepancies, or notes for client attention
Data Material Sources:
Client materials, including encrypted PDF loan applications and secure access credentials, will be shared upon hire.
Deadline:
All data entry work must be completed and submitted by 11th February 2026.