Loan programs
Processing support across five loan programs
Hands-on file setup and condition clearing for Conventional, FHA, VA, USDA, and Non-QM loans, with clerical attention at every stage.
Conventional and Non-QM
File setup, documentation collection, and condition tracking for conforming and non-qualified loan files.
FHA and VA
Clerical processing for government-backed files, including agency forms, certifications, and lender-required documentation.
USDA
Administrative coordination for rural-eligibility files, from documentation intake through closing preparation.
Lender relationships
Coordination across many wholesale lenders
Established familiarity with many different lenders and investor portals, so each file is set up to the guidelines of the lender it is submitted to.
Documentation requirements, submission formats, and condition workflows are managed as administrative detail, keeping loan officers focused on their relationships.
Processing workflow
From file intake to condition review
Each file moves through a consistent clerical sequence, with documentation tracked at every stage.
01
File intake
File setup and borrower documentation collection.
02
Third-party orders
Coordinating appraisals, verifications, and required third-party reports.
03
Lender submission
Assembling and submitting complete files to the appropriate lender portal.
04
Condition clearing
Tracking underwriting conditions and clerical closing coordination.