Mortgage Loan Processing

STILL WAITING ON A LOAN STATUS UPDATE FROM YOUR PROCESSOR?

We found one MAJOR thing missing

IN THE LOAN PROCESSING INDUSTRY: PROJECT MANAGEMENT

Loan Originators

Loan Processors

Monthly Loans

Processors that use Project Management (us)

Your Previous Processor

“DROPPED THE BALL” FOR 2 MAIN REASONS:

1.LOS’s, POS’s and CRM’s are not project management tools

2. They were not following a specific Method

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Our Proprietary Method

WAS DEVELOPED OVER THE COURSE OF 10 YEARS TO PREVENT THE FOLLOWING:

Poor Communication

Missed deadlines

Human forgetfulness

Loan Uncertainty

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Companies that use the same project management software.

Go Back to Sales

There are two sides of the coin when it comes to a loan; sales AND processing. Technically, you are responsible for both .

Have you spent years developing your sales process? Probably. But, have you spent years developing a loan processing department for your company?

If the answer is “no”, schedule a call with us so we can show you our Methods on a screen-share call and prove to you that you can “go back to sales.”

Proactive & Complete Communication

IS OUR #1 PRIORITY. WE TAKE THE FOLLOWING VERY SERIOUSLY

If you or your borrower asks us for an update, we have failed.
If we do not proactively inform you of a loan-issue, we have failed.
If your realtor-partner doesn’t know what is going on, we have failed.
If your borrower struggles to get us docs, we have failed.
If we don’t answer the phone, we have failed.
If your emails are not answered in a timely fashion, we have failed.
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Experience Meets Methodology

As 1st-cousins and avid entrepreneurs, Stuart and Shane teamed up to build a loan processing company that addresses well-known industry headaches by using unique project management techniques.
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STUART CARSON
18+ Year Industry Veteran


SHANE SNYDER
Operations Expert

Tech with a Method

Processing companies are finally starting to catch up to the 21st century by using “all sorts of fancy technology.”

But have you noticed that the results of their work is still sub-par?  That’s because without a rigid, tried and true Method…technology is pointless.

Method for Efficiency

Our project management software, intake form and other custom tools are designed to prevent constant back and forth between you and your loan processor.

Method for Memory

You can’t remember everything unless you create a reminder for everything. We track much more than just major loan phases and milestones.

Method to Not “Drop the Ball”

We track every task (over 75) in great detail so nothing can be missed.“If we touch it, we note it.”

Method to Know All Things

We don’t just provide basic updates; you will have access to drilled-down details on every action we have taken on your loan.

We don’t take on just ANY new client

Complete our mutual vetting questionnaire to see if we are a genuine match for each other.

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