Package preparation
We help bring together the information and documentation your lender requests.
FOR MORTGAGE BROKERS & LOAN OFFICERS
Another lender. Another stack of forms. Let us prepare, complete and organize your Broker Packages while you focus on your next closing.
*Same-day turnaround is subject to receiving all required information and documentation.
LESS PAPERWORK. MORE POSSIBILITY.
Your next closing deserves your time.
BROKER PACKAGE
The paperwork? On us.
MY VIRTUAL ASSISTANTYOUR TIME IS WORTH MORE
Lender requirements are part of the mortgage business. Spending hours managing them yourself doesn't have to be. Delegate the repetitive administrative work and make room for clients, referral partners and your pipeline.
WHAT WE TAKE OFF YOUR PLATE
We help bring together the information and documentation your lender requests.
We complete the administrative forms using the information you provide.
We organize the forms and supporting paperwork for your review.
Requirements vary by lender. Our team confirms the documents needed for your package before starting.
A LIGHTER TO-DO LIST STARTS HERE
Share the lender and whether you need an approval, renewal or recertification.
Our team coordinates the information needed to prepare your package.
We prepare and complete the paperwork for your review. Same-day turnaround is available once all required information is received.
ONE PACKAGE. ONE CLEAR PRICE.
$150 USD
per Broker Package
*Same-day turnaround is subject to receiving all required information and documentation.
LET'S TAKE IT OFF YOUR DESK
Tell us what you need. We'll prepare a message for our team on WhatsApp so you can review it and send your request.
This is a service inquiry. Our team will coordinate the documentation and next steps with you.
FAQ
A Broker Package is the set of forms and supporting documents a lender requests for broker approval, renewal or recertification. It may include company information, licensing details, certifications and other documentation. Each lender has its own requirements.
The service is $150 USD per Broker Package. Contact our team to discuss your lender's requirements and get started.
Same-day turnaround is available, subject to receiving all required information and documentation. Our team will coordinate the timing of your request with you.
Mortgage Brokers, Loan Officers and mortgage professionals who need administrative assistance preparing, completing and organizing Broker Packages.
No. This is an administrative preparation and organization service. Lender approval, renewal and recertification decisions remain with the lender.