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Loan Setup & Processing
Review pre-qualification documentation, ensure complete income, asset, credit, and property documents, confirm 1003 completeness, AUS run
We can create custom roles for you based on your processes and job descriptions. Schedule a call with us to learn how.
We help non-depository mortgage companies streamline loan processing with expert support, custom checklists, and seamless tech integrations—so you close faster, stay compliant, and scale with ease.
Closing disclosure, CD balancing, doc drawing, funding conditions, warehouse line registration.
Trailing documentation, finalizing LOS final figures, file stacking, audit preparation.
Our Loan Setup & Processing service ensures every file is prepared accurately and efficiently from the start. We handle document collection, data entry into your LOS, initial disclosures, third-party orders, and pipeline management—so your loan officers can focus on closing more deals. Whether you’re processing conventional, FHA, or VA loans, our team ensures compliance, speed, and a smooth handoff between departments. With our help, you can reduce turnaround times, avoid costly errors, and deliver a better experience for borrowers and referral partners alike.
Whether you use Encompass, Calyx, Blend, or a proprietary platform, we plug in seamlessly. From application submission to automated status updates, your team and borrowers stay informed—every step of the way.