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727 483 9820

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Making it simple, the Loan Originator will:

  • Take the Loan Application
  • Obtain Signed Disclosures
  • Collect Borrower Documents
  • Identify Lender and Program
  • Lock in the Interest Rate

And Saleztrax will:

  • Order the Appraisal and Title
  • Review Credit History
  • Review Borrower Documents
  • Order Payoffs, if required
  • Verify Disclosures
  • Order third party verifications, as required
  • Submit loan package to lender
  • Clear lender conditions
  • Coordinate Closing
  • Assemble Post Closing package
  • Provide status updates

 

Getting started...

We schedule a personal consultation to customize your processing needs to your specific originationation style.  We will review our Loan Processing Agreement, then we are ready to begin.  It's as simple as that!

 

Loan Originator Agreement

Loan Originator Payment Authorization

Working together...

At Saleztrax we will customize each working relationship to fit the needs of our mortgage loan originators.  Each of our clients will have the opportunity of a personal consultation to establish their individual working style.  In most situations, the loan file will be emailed to us, we will confirm receipt and begin processing the file within 24 hours.  We will keep the originator informed as to the status of the file each step of the way so that they can maintain communciation with the borrower as the loan file progresses.  Once the file has been submitted to the underwriter and approved, Saleztrax will coordinate the closing and assist the originator through funding.

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"The most successful loan originators always have reliable business partners."

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