OUR PROCESS
1. LOAN SETUP & SUBMISSION
Complete file setup, document review, disclosures and submission preparation to help ensure a smooth start to the loan process.
2. LOAN DOCUMENT MANAGEMENT
Organized management of borrower documents, disclosures, conditions, and supporting documentation throughout the transaction.
3. UNDERWRITING COORDINATION
Coordinate conditions and follow-ups with lenders and underwriting to keep your file moving toward approval.
4. CONDITION CLEARANCE
Track outstanding conditions, review documentation, and help ensure requested items are addressed accurately and efficiently.
5. CLOSING COORDINATION
Stay on top of final conditions, closing requirements, and communication to help move your file smoothly toward closing.
6. LOAN FILE FOLLOW-UP
Consistent communication and detailed follow-up so important deadlines, documents, and milestones don't get overlooked.
7. POST CLOSING
Collect any post-closing conditions required by investors.