Dossier summary

Records Needed From NewFi and Planet

A focused checklist for the funding channel and later transfer/servicing questions.

This page summarizes public records, third-party reporting, and disputed complaint materials. It does not state that unresolved allegations are true or that any person or entity violated the law unless a cited regulator or court record says so.

Professional record context

People named in the record

Public professional identifiers are provided for source review. Personal contact details are intentionally omitted.

Public professional profile

Vicki Smith

Role
New Home Sales Consultant
Organization
PulteGroup
License number:
Not established by current cited sources.

Pulte Homes Tennessee is listed in a separate public listing record as professional context only.

Vicki Smith's LinkedIn profile (opens in a new tab)

Public professional profile

Mackenzie Curtis

Role
Divisional Builder Manager
Organization
Acrisure Mortgage
NMLS ID
NMLS ID #471956

The submitted complaint identifies Mackenzie Curtis as a Mutual of Omaha Mortgage Regional Vice President, Builder Division, in August 2025. Her current official profile lists Acrisure Mortgage, so this site does not imply an ongoing Mutual affiliation.

Mackenzie Curtis's current official profile (opens in a new tab)

Public company context

Mutual of Omaha Mortgage

Public professional profile

Tony Fragale

Branch Manager, Vice President of Mortgage Lending

NMLS ID #76480

The cited official profile establishes public professional context only; it does not identify a connection to the Dupont complaint.

Official public profile (opens in a new tab)

NewFi Lending records

Funding and underwriting file records for both loans.

Program matrix and pricing available through the wholesale or broker channel.

Communications with Mutual of Omaha Mortgage about eligibility and disclosures.

Any transfer, sale, or servicing handoff notices.

Planet Home Lending records

Transfer notices and servicing onboarding records.

Dates and contents of borrower notices.

Records showing when Planet received or assumed servicing responsibilities.

Any borrower communications about the transfer.

Why these records matter

Mutual states it acted as broker and directs post-funding transfer issues to NewFi Lending.

The rebuttal argues that transfer-notice clarity remains unresolved. The records above would help separate origination issues from transfer and servicing issues.

Related resources

Sources