Mortgage Quality Control: Post-Close QC Audit Process

After you sign up with us, getting started with the audit process is simple.

To make the process easier for you, we will send you a reminder every month or quarter to send us your closed loan list. Most of our clients have us make the random selection for the audit, but you may request to make your own selections. Furthermore, you may use another document management system to upload your files instead of our secure web folder.

1 Send us your list of closed loans

2 We sent you a list of loans selected for audit

3 Drag & drop your selected folder in our secure eSubmit process

4 We audit the files and send you a detailed report within 30 days

To make the process easier for you, we will send you a reminder every month or quarter to send us your closed loan list. Most of our clients have us make the random selection for the audit, but you may request to make your own selections. Furthermore, you may use another document management system to upload your files instead of our secure web folder.

Contact us to learn more about the mortgage compliance post-close QC audit process

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