SERVICES
"Co-Pilot" File Support
Basic Processing Tier
“You fly the lead — we navigate the paper"
For loan originators who already have a fully prepared FNMA 3.4 file, checklist, and borrower docs — and just need a trusted partner to process the file from submission to close.
What’s included:
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You submit the complete FNMA 3.4 file, our checklist, and borrower documents
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We handle disclosures, submit to lender, manage follow-ups, and coordinate conditions
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You stay client-facing — we manage the file in the background
📌 Best for experienced LOs who want no-frills processing with full professionalism.
"First Officer" Concierge Service
Premium Processing Tier
“You focus on flying — we build and file the flight plan.”
You give us a quick loan summary (aka your flight plan), and we take it from there — building the full application, organizing documents, and managing the entire submission process.
What’s included:
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Submit a cover sheet with client + realtor info
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We assemble the full file: create the 1003, organize borrower docs, prep for submission
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We handle all disclosures, lender communication, conditions, and closing coordination
📌 Ideal for high-volume LOs who want a white-glove back-office experience.
Ground Control Compliance
“We keep your broker shop cleared for takeoff.”
Support for brokers who need help staying compliant, audit-ready, and up-to-date with licensing and reporting obligations.
What’s included:
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Mortgage Call Reports (MCR) filing and tracking
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State license renewals, annual reports, and audit prep
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Document retention system setup and review
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Ongoing compliance support as needed
📌 Great for broker-owners who want to reduce risk and stay in good standing.
Flight School: Loan Officer Training
“Training the next generation of top-performing pilots.”
Whether you’re onboarding new loan officers or assistants, we provide a structured training path from file basics to program mastery.
What’s included:
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Custom curriculum: income calculation, loan program guidelines, credit & AUS
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Live Zoom or recorded sessions
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Job aids, cheat sheets, and real-world practice scenarios
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Optional mentorship/coaching add-on
📌 Perfect for brokers building a team or training junior processors and LOs.