Borrower Experience

Built for transparency. Built for the borrower.

Our proprietary software was developed for a transparent experience for the loan officer and the borrower. Borrowers are given a breakdown of what is still needed — with a safe and secure platform to send items.

Borrower portal · what we still need
Most recent W-2 (2023)Received
30 days of paystubsReceived
2 most recent bank statementsPending upload
Driver's license — front + backPending upload
HOI declaration pagePending upload
Signed disclosures (e-sign)Sent to you
Tax returns (last 2 years)Received
Secure document portal

A safe, secure place to send what's needed.

No more "did you get my email?" Borrowers see exactly what's still needed at any moment — and upload it through a secure platform. You see the same view they see.

Borrower communication

Kept in constant communication. With informative videos.

Borrowers are kept in constant communication via email with informative videos showing them where they are in the process and what to expect next.

Introducing Your Loan Processor

A welcome video that introduces the borrower to their processor and sets expectations from day one.

What Happens Next

Walks the borrower through the full process timeline so they know what's coming at every step.

Completing Your Loan Application

Guides the borrower through finishing their 1003 and getting all required documents in.

Your Loan is Cleared to Close

The good-news video — what to expect through closing and how to prepare for signing.

Tailored to you

Custom communication, structured the way you want it.

Borrower communication is tailored to what you desire. You are copied on all communication with the borrower (if desired). We custom the experience the way you want it structured with regards to communication to you and your borrowers.

Get in touch

Want this experience for your borrowers?

Talk to Tom directly about getting set up.

Email Tom directly Call 714-921-8820