Our platform gives you the most visibility...
At the heart of our process, the Willow Portal tracks all tasks, notes, and timestamps so you see what your processors are doing on every file. With our broker view, brokers can see all active files across all loan officers.
Learn More
...a quick loan submission and fast turn times
Our brokers can submit new loans in less than five minutes with zero touches on the file afterwards. No matter the lender, we measure our turns times to make sure that we are getting your loan disclosed, submitted, and cleared as quickly as possible.
I expect my processors to handle my files after I get them set up and sent over. The Willow team takes my file from disclosures to close without much additional effort from me.
- Thadeus P., Clearchoice Mortgage
Learn more about our Correspondent Processing
Learn More
...with exceptional service.
We keep things fresh at Willow. Behind the scenes we focus on building a culture that appeals to the modern workforce, with its perks and positive vibes... your borrowers will notice!
We are a high touch brokerage and our business relies on referrals and our service to customers. We were concerned about the borrower experience using a third party processor. Our customers routinely tell us how much they enjoyed working with their processor at Willow.
- Paula K., Integrity Financial
We provide you with Loan Status Updates to send to your real estate agents - whether it is an official LSU (ex: Arizona), or custom (ex: California).
Let us know you would like and LSU for your purchase loan
Receive an updated copy every Friday
LSU's are complete and ready to forward to your agents
Offer this service to your agents on every loan
We give you weekly Loan Status Updates (LSU's) to forward to your agents
Download an Example
We keep in close communication using Slack
We add our loan officers to our Slack channel so that you can see when we are available, online, and can easily chat with us throughout the day.
Seriously the best experience I have ever had with a processing team. With Slack I can even see when my processors are at their desk.
- Kay M., Close to Home Loans
We send a borrower Submission Video
We go above and beyond to make sure your borrowers are informed with our explainer video.
Helps to explain the process after a loan is submitted to underwriting
Enjoy our sample video by pressing play
We integrate into your broker systems
Using platforms like Salesforce or Active Campaign to track your pipelines? Remove the need to do double entry by allowing our system to update yours when we do things like submit a loan, get clear-to-close, or fund. We have up to 17 customized milestones that we can track and update for you. We're so good at it, it's like you have an internal processing team.
WillowWhen a milestone is updated in our system...
Broker Systems...we send the update to your system as well
Active Campaign
Hubspot
Salesforce
Review Loan Registration & 1003
Indexing of all mortgage documents
Third-Party Coordination:
Loan Setup
Clearing Conditions:
Refinance Loans:
Closing Disclosure Statement generation and review
Obtain Final Loan Approval
Funding conditions review
Conditions and Approvals
Generate Disclosures & Loan Estimate
Complete File Review
Loan submission to Underwriting
Updated Needs List to borrower and originator
Disclosure and Submission
Generate Closing Documents:
Settlement Statement review
Closing Coordination:
Clear Funding Conditions
Trailing Documents
Final Document Indexing
Closing and Post-Close Support
We deliver end-to-end services, from setup to post-close support.
Our end-to-end services
We work with most wholesale lenders
(not a complete list)