Contract Processing

Traditionally, contract processing has been a slow and complex task requiring input from numerous departments. Windsor Mortgage has created a more efficient workflow to save our clients time and money—and stress. Our processors are experts at taking files from start to finish, providing full-service processing for brokers and NDCs in a timely manner. Think of us as an extension of your staff without the added overhead.

With Windsor Mortgage, you'll pay a standard fee per file. Let us take the file all the way to the closing table in 30 days or less on average! We’ll keep you and the client informed the entire time.

Broker/NDC Checklist

The broker/NDC will complete a simple checklist provided at the time of loan submission. This includes a typical submission package to the TPO website, pulling of credit and AUS, and providing a hand-off email to the customer.

After the initial submission, Contract Processing will take the file all the way to the closing table. We will provide all services, order third-party items, communicate with the customer, answer questions, explain any CD’s/LE’s, and set up closing.

Download Checklist

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