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Outsourcing Mortgage Processing

Add processors & underwriters without adding headcount.

Hiring and training back-office staff is slow and expensive. Our processors and underwriters already know LendingWise, work right inside your loan files and follow your required docs and workflow, so your team can focus on sales & marketing.

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Illustration: loan files moving from Your team to Processing, Underwriting and Clear to close

Scale your back office without the overhead

We have 10+ years experience in helping organizations deploy our CRM & LOS software for private lending, commercial real estate, business funding, SBA loans and more.

  • Minimal Training Needed

    The team of processors & underwriters already has experience using the platform and only needs basic training on your specific requirements & protocols.

  • Working in your loan files

    They follow the required doc & workflow settings in your account and update every detail in the loan file, so nothing lives in side emails or spreadsheets.

  • Every action reported

    Every file assigned receives detailed updates on every action performed, so you know what’s going on with every loan file.

Processing & underwriting, 100% focused on your files

Outsourced Loan Processing

Our experienced processors are 100% focused on getting your files complete, so you can focus on the sales & marketing.

  • Collecting & verifying required docs
  • Ordering services
  • Performing any other custom tasks you need
  • Following the required doc & workflow settings configured in your account
  • Communicating by email, text and phone during US time zone hours
  • Updating every detail in the loan file

Outsourced Loan Underwriting

Our experienced underwriters are 100% focused on reviewing each file against the guidelines that matter to you.

  • Reviewing loan files per your internal or investor guidelines
  • Helping determine eligibility
  • Creating conditions
  • Industry experience with the major lenders & investors in private lending, fix & flip, construction & rental loans

How it works

  1. 1

    Schedule a call

    Tell us your volume and the services you need. Ask about how it works and cost, or speak to the actual team members or manager.
  2. 2

    Share your requirements

    The team is already trained on LendingWise, so it only needs basic training on your specific requirements & protocols.
  3. 3

    Assign files in LendingWise

    Processors and underwriters work each loan file using the required doc & workflow settings configured in your account.
  4. 4

    Track every action

    Every file assigned receives detailed updates on every action performed. Screen recording of periodic snapshots can be provided to show productivity, powered by Worksnap.

Additional Processing & Underwriting Features

  • Flexible Pay Options

    Pay a flat fee per closed loan ranging from $400–$600 depending on the services required. Pay half up front and the other half on loan closing. If the loan doesn’t close, you don’t have to pay the remaining balance.

  • Quality Work Guaranteed

    We guarantee quality work from the processing and underwriting team and will ensure productivity meets your requirements at all times via a mutually acceptable SLA.

  • US time zone coverage

    The team uses email, text and phone as communication channels during US time zone hours.

To get more info on how it works, cost, or speak to the actual team members or manager, please schedule a meeting to discuss your needs.

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