<img src="https://www.facebook.com/tr?id=2623690321278511&ev=PageView&noscript=1" style="display:none" width="1" height="1">
  • home
  • services
  • about
  • careers
  • sign up

LO PORTAL

Take advantage of our experienced processing teams in correspondent lending and most major LOS systems.

Correspondent Processing

Schedule an Overview

It takes experience and skill

If you are a correspondent you know the work it takes to get here - more sophisticated systems, a deeper and wider support staff, and team members with serious experience. Unlike brokered loans, correspondents have more responsibility and more risk. The solution is processing team experienced in both non-delegated and delegated processing.

Delegated

Non-Delegated

Joel Henry (2)

Send out disclosures and LE's thru your LOS.

Register and submit loan to investor's underwriting.

Clear funding and purchase conditions, work with fulfillment provider.

Disclosures

Underwriting

Purchasing

Send out disclosures and LE's thru your LOS.

Team up with your in-house underwriting

Clear funding and purchase conditions, work with fulfillment provider.

Disclosures

Underwriting

Purchasing

And close attention to detail

Disclosures

badge1
badge1

We export the initial disclosures from your LOS and sent them out via Docusign.

badge1

We send and track LE's due to locked loans, CIC, etc.

badge1

We ensure that the last LE matches the CD.

Underwriting

badge1

We work with your in-house or investor underwriting team to get CTC.

badge1

We learn your specific method for submitting loans to your underwriters whether you use modern tools like Microsoft Teams or legacy document management systems.

badge1

PTF & PTP

badge1
badge1

We clear prior to funding conditions and work with your fulfillment provider to order the wire.

badge1

We clear the investor purchase conditions to ensure that the loan is purchased off of your warehouse line in a timely manner.