Broker Case stude

THE SCENARIO

This report examines how a Phoenix-based independent brokerage condensed their Submission-to-CTC (Clear to Close) timeline by 68%. The firm faced significant operational drag as internal processing failed to keep pace with a high-velocity purchase market. This friction resulted in missed closing dates and strained Realtor relationships, necessitating a strategic overhaul of their pipeline management.

CHALLENGES

  • Complete Initial Disclosures: Missing borrower docs causing multiple underwriting re-submissions.
  • Delayed Order-Outs: Late requests for Title, Appraisals, and VOEs.
  • Administrative Drag: Loan Officers (LOs) spending ~40% of their day on “paperwork chasing” rather than production.
Download Case Study -Reduced Submission-to-CTC Cycle Time from 31 days to 10 days

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