Our Services
Loan Processing & Pre-Approval Support
- End-to-end loan processing, including document verification order processing, and loan officer / borrower coordination.
- Loan setup and indexing to ensure accurate and complete application data.
- Loan registration and disclosure services via multiple lender portals.
- Ordering and follow-up on title, appraisal, and third-party documents (VOE, hazard insurance, flood certificates, etc.)
- Submission of loan files for underwriting with a focus on completeness and compliance.
- Condition management to expedite approval and ensure timely loan closing.
- ***PRE-APPROVAL SUPPORT***: Pre-underwriting and pre-qualification assessments to determine borrower eligibility.
Closing & Funding Support
- Loan document preparation, including promissory notes and mortgage agreements.
- Closing Disclosure (CD) review to ensure accurate loan terms and costs.
- Coordination of closing/settlement meetings and documentation execution.
- Review of executed closing documents.
- Post-closing services, including quality control audits and compliance verification.
Secondary Market & Loan Sale Support
- Processing and reconciliation of purchase advice in Loan Origination Systems (LOS).
- Verification of loan balances, interest, escrow, and investor details to ensure accurate loan sales.
Compliance & Quality Control
- Adherence to federal and state mortgage regulations.
- Ongoing quality control audits to mitigate risk.
- Assistance with regulatory reporting and compliance monitoring What's something exciting your business offers? Say it here.
Loan Origination System (LOS) Expertise
- Experienced in multiple LOS platforms, including Encompass, Arrive, Calyx, Lending Pad, Sunsoft, See My Loan Status, and Tinman.