Difficult-file intake

Do not lose the transaction before you know whether the problem is actually solvable.

Organize the issue, contract timing and borrower profile. The goal is to identify a financing path quickly without promising an approval that has not been earned.

Rescue Desk intake

For buyers, Realtors and builder sales teams.

1. Identify the constraint

Income, credit, DTI, cash, program guideline, appraisal or timing.

2. Match the path

Agency, government, alternative documentation, investor or manual-underwriting review.

3. Protect the timeline

Know what documentation and decisions are required before the contract burns more time.