Our Processing Services

give you freedom

Our Processing Services Include:

We offer tier packages so you can decide what level of help is right for you.

Full Service Processing

From beginning to funding we take care of everything so you can focus on your business instead of just the busywork

LOA Full Service Package

This lets you step out of the busy tasks of your loan as your assigned loa takes care of communication

LOA Basic Service Package

Our Basic Service is a great way to start if you are just testing out or starting with loan officer assistant services

Full Service Processing


Our Full-Service Processing Package is perfect for the professional loan officer who needs the freedom to work ON his business and not just IN it. Our pros will help to streamline your business, saving you time and money and taking the headache out of your loans.

When the Loan officer submits our submission form, our staff picks it up from here!
Review file for completeness: File gets scrubbed for completeness and prepped for submission for the lender
Order, review related verification’s, VOE, VOR, VOM, VOE, HOI, etc.
Prepare all documentation for full submission and submit full loan packages to lender of your choice
Once conditions are received, your processing team will review all conditions and answer any questions or concerns you may have (if you have coupled LOA services, our team will reach out and gather all conditions)
Prepare conditions for submission, order appraisals, order title/escrow
Conditions will be submitted to lender to be cleared
Keep file moving along and Loan officers updated using our tracking software
Weekly updates to parties involved
Once clear to close has been issued, our team will work on scheduling the closing with parties involved unless otherwise stated by broker
Any invoices for services will be submitted at this time
Follow through to funding, making sure all funding conditions are met and ensure proper disbursement of all payments
Upon completion, the file is released back to the broker
LOA Full Service Package


Our Full package is a great way to step out of your loans while getting fully updated along the way. For the experienced, this package will help you literally from start to finish, all while keeping you up to date and top of mind with your clients.

Loan officer submits any upfront items collected to our team
LOA gets assigned to you, reviews documents and establishes a relationship with the client and all parties involved and collects any remaining documents with the client
Your personal LOA opens escrow
Full package sent to your processor for submission
Once conditional approval is received your assigned LOA will reach out to the client and complete the needs list and follow up until closing
Documents our team collected will be released back to loan officer or processor at  closing
Our Team follows up with a “Congratulations” to all partners involved
We mail a “Congratulations” gift to all purchase clients or “Thank You” cards with gift card to Refinances  compliments of you and your team
Referral and review requested from clients to your chosen platform
We reach out to clients on your behalf at 6, and 12 months intervals, to keep YOU top of mind, along with birthday and holiday cards
LOA Basic Service Package


We all sometimes just need an extra hand to chase a client and get items to complete a file. Here is just a list of where our LOA’s can lend an extra hand.

After approval of a loan they can help you chase conditions
Make sure your processing team has everything needed from client
Provide checks ins: Escrow/Title/Processor, and help tie together processor conditions to ensure items like HOI, HOA docs, Solar contracts, etc are completed
Help button up the file towards the finish line

We Know You May Have Some Questions

Here are our most frequently asked questions, if you don’t see your question please reach out to us!

Our Client Experience

Don’t just take our word for the freedom our services grant you.