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The best processing on the market

With the latest technology and a great attitude, we are raising the bar for mortgage brokers.

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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.

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...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

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...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.

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WillowWhen a milestone is updated in our system...

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Appraisal Paid, CD Signed, etc...

Broker Systems...we send the update to your system as well

Active Campaign



For open platforms like:

Review Loan Registration & 1003

Indexing of all mortgage documents

Third-Party Coordination:

  • Order: Title Report, title fees, CPL etc.
  • Order: VOE, VOD, VOM and VOR
  • Order: HOI and Flood Certificates
  • Order: VA and FHA Case Numbers
  • Order: Loan Payoff and subordination
  • Order: Appraisals


Loan Setup

Clearing Conditions:

  • Engage borrowers, originators and other 3rd-party vendors to clear conditions

Refinance Loans:

  • Confirm Cash-to-close
  • Impounds and escrows

Closing Disclosure Statement generation and review

Obtain Final Loan Approval

Funding conditions review

Conditions and Approvals

Generate Disclosures & Loan Estimate

Complete File Review

  • Review Income Calculations
  • Debt-to-income ratios
  • Credit review for potential issues
  • Verify Fees
  • DU/LP Approvals

Loan submission to Underwriting

Updated Needs List to borrower and originator

Disclosure and Submission

Generate Closing Documents:

  • Facilitation of any Cure Tolerances

Settlement Statement review

Closing Coordination:

  • Confirming COE dates with:
    • Title, Escrow and/or Attorneys
    • Borrowers and Originators

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

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