How-To Guides

Loan Process There are 5 Main items we assist with during the loan process: Data, Marketing, Client and Partner Retention, Loan Document Management, and Reporting. Data: ...

February 13, 2018 How-To Guides

Lead to Close As we all know, the loan process has three distinct stages from a lead to close: lead, loan in process, and closed. These stages can look different depending on the loan officer’s...

February 05, 2018 How-To Guides

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