Dedicated Staff for Non-Del Lenders and Mortgage Companies

(for non-borrower facing roles)

Pre-Qualification Checklist

Review pre-qualification documentation, ensure complete income, asset, credit, and property documents, confirm 1003 completeness, AUS run

And more...

We can create custom roles for you based on your processes and job descriptions. Schedule a call with us to learn how.

Loan Setup & Processing

Document organization, lender registration (for non-del), initial disclosures, COC's, appraisal ordering, initial submission review.

Closing & Funding

Closing disclosure, CD balancing, doc drawing, funding conditions, warehouse line registration.

Post-Closing & QC

Trailing documentation, finalizing LOS final figures, file stacking, audit preparation.