Our Process

Our Process

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Quick App

Conveniently complete our Quick App online on our website. Within approximately 24 hours, we will contact you to discuss the details of your loan request. At that time, we may request further information, in order to present accurate and reliable loan options to you. Once you are ready to proceed, you'll receive a DocuSign email requesting that you sign the Loan Options, Term Sheet, Letter of Interest and/or Conditional Loan Approval that were presented and discussed with you. Once you have signed and accepted the initial terms, we will move your file to Step 2 in the process. 
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Full App

Next you'll receive a Welcome & Login Portal email. Please save this in a safe and familiar place, where you can gain quick access to your personal secured portal whenever needed. Next you'll receive an email with a link to complete our Full App online and start uploading your required docs. Everything you entered on the Quick App online will automatically populate. If you are a repeat client, most of your personal data from your previous file should already be pre-populated in the Full App. 

NOTE: Upon submission of your completed Full App, the system will ask you to upload required docs needed to start processing your loan. 
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Processing & Underwriting

Once we review your completed application and uploaded docs, and start processing your loan, look out for an automated email that will contain your initial loan status & required doc checklist. The checklist will show the status of each required doc. Please make sure you click the link to upload the required docs if there are any outstanding docs still remaining. Remember, although our system will automatically send periodic emails when required. It's a good idea to make sure you save the initial Welcome & Login Portal email in a safe and familiar place, where you can gain quick access to your personal secured portal whenever needed.

NOTE: Underwriting may sometimes add new items, so always open and read the email notifications and check your loan status. 
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Funding & Closing

With our web-based cutting-edge technology platform, it makes it easy for all parties to collaborate in real time, which allows us to close loans faster than our competition. Upon your loan closing, we will be sure to stay in touch and be available for all your questions and any unlikely post closing issues. We will always be there for you. Even after your loan closes.

Thank you for the opportunity to earn your business!

Ask us about our repeat client VIP specials! 
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