Initial Introduction

Conversation to gather information and uncover most appropriate loan option.

Loan Officer Due Diligence

Product and program research. Identify product type and loan structure.

Presentation of Recommended Loan Scenarios

Explain most appropriate loan option based on due diligence.

*within 24 hours of #2*

Submission of Loan Application

Application available via website or mobile app

*within 24 hours of #4*

Follow-Up Consultation

Go through initial eligibility, and initial review by TM. Submit necessary documents.

Loan Processing & Underwriting

Tentative closing date set

*receive weekly updates from your loan officer*

Progress Updates

You will be kept up to date with any significant milestones related to your loan life.

Final Review of Numbers

Review final numbers and issue closing disclosures

*three days prior to closing*

Loan Closing

Bring closing funds & sign final paperwork

Post-Close Follow Up Survey

We value your business and want to be your trusted mortgage source for life. Let us know how we did!

Ongoing Account Monitoring

Your account will be monitored and we’ll reach out with any opportunities to improve your situation.