How it works


Our onboarding process begins with an introduction to your client engagement manager, who will work with you to support branding, logos, pricing and product offerings for your institution. We manage the task of integrating your specifications into our technology platforms: lending software, online application software, loan documents, e-signatures and reporting systems.

Loan process

We provide a dedicated team of loan experts to walk your borrowers through the mortgage process. From application, to underwriting and closing, our team will be ordering, obtaining and validating all necessary documentation. We understand customer satisfaction is a strong contributor to the success of a business. This is why we focus on providing a positive customer experience in order to drive repeat business, loyalty and profits for your organization.

Your brand…your client

Once the loan closes, you will fund the loan in your institution’s name, preserving the relationship between you and your borrower. We purchase all saleable loans after disbursement and use our capital markets expertise to maximize the gain on sale. By closing the loan in your name, you continue to adhere to any CRA requirements your institution has.


Have you noticed technology costs have become one of the largest expenses you have? By providing clients with a full suite of solutions we provide a cost saving model. We provide you with the following:
Community Lending Portal Clients access this secure branded portal to:
  • View month-to-date and year-to-date purchased volume
  • Review purchased loan pipeline
  • Access to purchase advice and complete loan file
  • Product guidelines and forms
  • Create reports

FDIC - Equal Housing Lender