Loan
Workflow
Training

Every Monday at
10:30am PST / 1:30pm EST

Understand the Loan Flow Process

Submitting a Complete Application

Submitting a complete and thoroughly reviewed application helps set an excellent foundation for your loan file. Knowing the tips will help you have a smooth loan process.

Getting a Quick Pre-Approval

Everyone wants a speedy pre-approval! Ensuring our team has the necessary information to expedite your file will be crucial to turning your approval around quickly.

Ensuring your File is Ready to Disclose

Quickly preparing disclosures and getting them to your client is our top priority. Help us get them out efficiently by following our easy process.

When Loan Files get Submitted

Our internal team will prepare and submit your loan file to the selected investor. Once approval is provided, you can monitor the next steps.

Join the Training every Monday

We're excited to breakdown the Loan Flow Process for you, so you can seamlessly close more deals. Join us every Monday at 10 am PST / 1:30 pm EST with your questions.