Get every mortgage from application to the closing table
A ready-made mortgage workflow for brokers and small lenders. Borrowers answer, upload and sign in your portal. Your team processes, submits and closes.
- Steps
- 12 steps
- Typical length
- 4 to 6 weeks
- Who’s involved
- Borrower and co-borrower, Loan officer, Processor
- Works with
HubSpot
GoHighLevelCalendly
Google Calendar
Google Drive
SharePoint
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Pre-qualify
2 steps - 2
Apply
2 steps - 3
Collect documents
2 steps - 4
Underwriting
3 steps - 5
Close
3 steps
Closing dates slip on the last condition
The rate is locked. Then underwriting wants another bank statement and a letter about one deposit.
A checklist for each borrower
Self-employed, VA or gift funds, their answers decide which documents go on the list.
Nudges that stop when it's done
Borrowers get reminders until every item is in. Your processor stops writing follow-ups.
Borrowers see where the loan stands
Every step sits in their portal, so fewer "any update?" calls reach your loan officer.
- Answer the pre-qualification questions
- Book a call with the loan officer
- Complete the loan application
- Sign the initial disclosures
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every loan goes through, from the first questions to the closing package, run the same way for every borrower. In Hubflo, borrower steps show up in their portal and your team's steps show up as tasks.
