Our Processes
Our attention to detail ensures that we never drop the ball
Documentation
Our documented procedures ensure consistency and accuracy, help us avoid common problems, and pinpoint areas for improvement. Our uniform documentation includes Standard Operating Procedures, Pitfalls to Avoid, Detailed Checklists, and Customer Relations Management Software. These procedures ensure that we follow the same streamlined process for each loan. All of these working together create very powerful synergies.
Standard Operating Procedures (SOP)
Every step that we take in the loan process is documented down to the smallest details. From the time a lead comes in, through the processing, and with our follow-up program, procedures document it all. These SOP’s help provide consistency, accuracy, and excellence every step of the way.
Pitfalls to Avoid
A corollary to SOP’s, the Pitfalls sheets serve as constant reminders to our Loan Officers of common mistakes and errors to avoid through the loan process.
Detailed Checklists
The Detailed Checklists reinforce our SOP’s. Our Loan Officers check off every step completed in the process for every individual loan. We always know exactly which stage we are in for each loan, and we never drop the ball.
Continuous Improvement
All off these documents are ‘Living Documents’. We update any changes and document special cases and scenarios as they occur. If one of our Loan Officers encounters a tricky non-conforming loan, it is immediately documented so that all of our LO’s have the knowledge readily available.
Customer Relations Management Software (CRM)
Our CRM is update immediately as soon as an action is taken on a mortgage. Since our CRM is web-based, all of our LO’s have all of our information available at their fingertips with a keystroke via the internet.
