Description of services

Loan Processing:  mortgage loans are processed from origination through loan closing. Files are reviewed within 48 hours of receipt and verified to validate product type and confirm that compliance documents were issued within the required timelines. Workflows are prioritized and monitored to ensure expectations are met. We also provide ala-cart supportive services:

• "Approved applicants" are kept engaged through loan closing. Regular contacts are made by phone, email, and text messaging.  Applicants are given access to a secured portal to keep you inform of changes i.e.: income, assets, additional debts, etc.

• Incomplete File Pipeline support – applicants are contacted regularly (three times weekly, when necessary) via phone call, email, and text messaging to gather documents required to complete files for submission to your processing and underwriting teams. 

Homeownership Mortgage Counseling:  is a focus driven opportunity for serious minded individuals and families to accomplish their homeownership goal. Several of the services include - An initial evaluation of the Clients' credit profile; A credit report review to identify areas that the client should address, Evaluation of data from clients such as their assets, salaries, debts, residence, employment history and / or business status to identify ways to enhance their chance to obtain a mortgage loan. And there is much more. The objective is to give the client (consumer) the inside scoop of the process building their confidence, engagement and mortgage readiness.