Loan Officers
Give Your Borrowers a Better Closing Experience
A free checklist tool that keeps your borrowers on track — and keeps you in the loop.
You Shouldn't Have to Chase Borrowers Through the Process
You know the drill. Borrowers forget to schedule the appraisal. They wait until three days before closing to think about homeowners insurance. They call you every other day asking what they need to do next.
Meanwhile, you're managing a pipeline of loans and trying to keep every deal on track. What if your borrowers had a guide that told them exactly what to do — and let you know when they did it?
Built for Your Workflow
Your Own Referral Link
Get a personalized link you can text or email to any borrower. They click it, you get credit, and they land on a step-by-step closing checklist.
Progress Notifications
Get an email when your borrower starts the checklist and when they hit key milestones — like the insurance step. No more guessing where they are.
Fewer Delays
Borrowers who follow the checklist don't miss steps. That means fewer last-minute scrambles and more closings that happen on time.
We Won't Spam Your Customers
We value your relationship with your customers
When they get to the "you should start shopping for insurance" stage, we will send a single email to them that is basically a "don't skimp on insurance" email, call us if you have questions.
THAT'S IT!
Sample Checklist
- ☐ - Meet with your loan officer and complete the formal mortgage application
- ☐ - Provide your Social Security number, current address, employment info, and income details
- ☐ - Review and sign your initial disclosures, including the Loan Estimate
- ☐ - Confirm which loan program you're applying for with your loan officer
☐ - Submit your last two pay stubs ☐ - Submit your last two years of W-2s and/or tax returns ☐ - Submit your last two months of bank statements — all pages, all accounts ☐ - Provide any additional income documentation (bonuses, rental income, retirement, etc.) ☐ - Sign authorization forms for employment and asset verification ☐ - Start shopping for homeowners insurance — you'll need proof of coverage before your file can move forward
- ☐ - Respond to any requests from your loan officer or processor immediately — delays here delay your closing
- ☐ - Provide any additional documents the underwriter requests (letters of explanation, updated statements, etc.)
- ☐ - Secure your homeowners insurance policy and provide proof of coverage with your lender listed as mortgagee — this is a required closing condition
- ☐ - Do NOT open new credit accounts, make large purchases, or change jobs during this period
- ☐ - Receive and carefully review your Closing Disclosure (CD) — you'll get this at least 3 days before closing
- ☐ - Compare it to your original Loan Estimate — the numbers should be close
- ☐ - Flag any discrepancies with your loan officer immediately
- ☐ - Confirm your closing date, time, and location with your title company
- ☐ - Arrange certified funds (cashier's check or wire transfer) for your down payment and closing costs — your CD will show the exact amount
- ☐ - Bring a valid government-issued photo ID to closing
- ☐ - Review and sign all closing documents
- ☐ - Receive your keys — you're a homeowner
Up and Running in 60 Seconds
1. Sign Up Below
Enter your name, company, and email. That's it.
3. Share It
Text it, email it, add it to your pre-approval letter. However you communicate with borrowers.
2. Get Your Link
We'll generate a unique referral link you can share with every borrower.
4. Stay in the Loop
Get notified when your borrowers start the checklist and when they hit the insurance step.
Get Your Referral Link
Fill out the form below and we'll send your personalized link within one business day.