Dedicated support for mortgage brokers, loan officers, and lending teams — from application intake through closing.
Mortgage Loan Processing & Support
Mortgage Loan Processing & Support
Loan Processing Assistant
Handles document collection, income/asset verification, employment checks, and organizes borrower files for underwriting submission. Manages the pipeline from application to clear-to-close.
Loan Officer Assistant (LOA)
Supports loan officers with pre-qualification prep, CRM updates, borrower follow-up, rate lock monitoring, pipeline reports, and scheduling lender calls.
Pre-Approval Coordinator
Collects and verifies pre-approval documentation (pay stubs, tax returns, bank statements, credit authorization), runs initial file reviews, and prepares packages for underwriter submission.
Mortgage Document Specialist
Manages the full document lifecycle: collection, indexing, stacking order compliance, condition tracking, and audit-ready file maintenance in LOS platforms (Encompass, Calyx, Velocity).
Condition Clearing & Follow-Up
Tracks outstanding underwriting conditions, follows up with borrowers and third parties for missing documents, and ensures timely condition satisfaction to avoid closing delays.
Closing & Post-Closing Coordinator
Coordinates closing disclosures, schedules signing appointments, confirms wire instructions, manages post-closing document trailing, and handles investor delivery requirements.
Mortgage CRM Management
Maintains and optimizes mortgage CRM (Velocify, Surefire, BNTouch, HubSpot): lead import, pipeline stage updates, automated drip campaigns, borrower activity tracking, and reporting.
Rate Alert & Market Update Coordinator
Monitors daily rate movements, prepares rate comparison sheets, sends rate alerts to active borrowers, and distributes market update content to referral partners.
Lender Relationship Coordinator
Manages wholesale lender submissions, tracks approval timelines, follows up on pricing exceptions, and maintains organized lender contact databases and rate sheets.
Mortgage Compliance & QC Assistant
Assists with regulatory compliance documentation (TRID, RESPA, HMDA), performs pre-closing file audits, flags discrepancies, and prepares files for internal QC review.
Referral Partner Management
Manages outreach and relationship tracking with real estate agents, financial planners, CPAs, and other referral sources. Schedules co-marketing activities and tracks referral performance.