Contract mortgage processing

Mortgage processing services for loan officers and brokers

You structure the loan and choose the lender. We take the file from registration through clear-to-close — disclosures, third-party orders, underwriting conditions, and the follow-up in between.

What our processing service covers

Once the application is complete, the loan is structured, and the lender is selected, we take ownership of the file and drive it to clear-to-close.

Registration & setup

Register the loan with the chosen lender, set up the file, and confirm the data matches your structure.

Initial disclosures

Issue disclosures on time, track e-signatures, and follow up on anything outstanding.

Third-party orders

Order appraisal, title, payoffs, verifications, and HOI, then track each one to delivery.

Condition management

Review underwriting conditions, request the right documents, and submit clean packages back.

Status communication

Consistent updates so you always know where the file stands without chasing anyone.

Clear-to-close support

Coordinate the final review, CD timing, and closing hand-off with the closing team.

Who we work with

  • Independent loan officers and originators
  • Mortgage brokers and small broker shops
  • Branch managers needing overflow capacity
  • Teams scaling volume without hiring in-house
  • Correspondent and non-delegated lenders
  • Loan officers covering a processor's leave

How working with us works

  1. 1

    Intro call

    We talk through your loan types, volume, lenders, and how you like to communicate.

  2. 2

    Set the terms

    We agree on scope, turn times, and pricing before any file is submitted.

  3. 3

    System access

    We get set up in your LOS and lender portals following your compliance requirements.

  4. 4

    Submit the file

    Once the loan is structured and the lender is selected, you hand off the file and we take over.

  5. 5

    Process to clear-to-close

    We register, disclose, order, manage conditions, and communicate until the file is clear to close.

Engagement options

Processing is quoted based on loan type, volume, and the systems involved. LOA (Loan Officer Assistant) work is a separate service, priced separately by agreement.

Per file

Per-file processing

Best for variable pipelines. Pay only for the files you send us.

Custom quote

Retainer

Monthly retainer

Best for steady volume. A set file count per month at a predictable rate.

Custom quote

Overflow

Overflow / coverage

Best for peak months, vacations, or covering a processor's leave.

Custom quote

Looking for front-end support instead? See our Loan Officer Assistant services. Weighing a hire against contracting it out? Compare mortgage process outsourcing.

Frequently asked questions

What is a contract mortgage processor?

A contract mortgage processor is an independent processor hired on a per-file or contract basis instead of as an in-house employee. You get experienced processing support without payroll, benefits, or fixed overhead.

What loan types do you process?

We process conventional, FHA, VA, USDA, and jumbo files, along with refinances and non-QM programs depending on the lender and program guidelines.

Do you work inside my LOS?

Yes. We work in the LOS and lender portals you already use, with access levels set according to your company's and your lender's policies.

When does the processor take over the file?

After the loan officer has vetted the application, structured the loan, and chosen the lender. From there we register, disclose, order third-party services, and manage conditions to clear-to-close.

Do you also offer loan officer assistant work?

Yes, as a separate service priced separately. LOA work covers front-end tasks like application intake, credit pulls, and upfront document collection.

How much does contract processing cost?

Pricing depends on loan type, monthly volume, and the systems involved. We provide a custom quote after a short intro call.

Ready to hand off your next file?

Clear to Close. That's the goal.

Send us your file and we'll take it from registration to clear-to-close with steady communication the whole way.