Rivac LabsLoan Officer Assistant
Mortgage origination runs on deadlines and disclosures — TRID timing requirements alone can derail a closing if intake or documentation slips — and loan officers lose real time to coordination work that doesn't require their license. This service builds the intake, TRID-compliance tracking, and closing-coordination workflow around a loan officer's pipeline: structured borrower intake, disclosure-timing tracking to keep files compliant, and closing coordination across title, appraisal, and underwriting. It's for mortgage teams whose loan officers are doing paperwork coordination instead of originating and advising borrowers. You get a pipeline that stays compliant on timing and a closing process that doesn't depend on one person remembering every deadline.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Diagnose current intake and closing-coordination bottlenecks and where TRID timing has slipped before.
- 2
Pilot the intake and compliance-tracking workflow on one loan officer's active pipeline.
- 3
Review timing accuracy and coordination quality with compliance and the loan officer before wider rollout.
- 4
Roll out the full workflow across the team with automated TRID-deadline tracking and human sign-off on disclosures.
What You Get
Deliverables from this engagement
- A structured borrower-intake workflow
- TRID-compliance deadline tracking across the pipeline
- A closing-coordination workflow spanning title, appraisal, and underwriting
- Pipeline reporting showing compliance status by file
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Loan Officer Assistant