Level 1 - Standard Processing

We take control of the file from day one.

Includes:

• Borrower intake and checklist management

• Loan request clarification and structuring support

• Deal summary preparation

• Timeline and milestone tracking

Value: Prevents incomplete or misaligned submissions

Ongoing File Management & Borrower Follow-Up

Execution doesn’t stop after submission.

Includes:

• Borrower communication and reminders

• Condition clearing support

• Lender request management

• Status updates and reporting

Value: Prevents stalled files and missed deadlines.

Third-Party Coordination

We manage the outside pieces that slow deals down.

Includes:

• Appraisal coordination

• Phase I or II ESA tracking

• Insurance document collection

• Title and survey follow-up

Value: Keeps deals moving without constant follow-ups.

Typical Fee Range: $1,500 – $2,000