Closing Workflow Review
Forty-five minutes, one page you keep.
We start with a working session, not a slide deck. With your head of loan operations we map the path from approval to documents to execution to boarding to funding, count the touches and hours, and pull three recent boarding exceptions. You leave with a one-page Closing Error and Capacity Map. If it makes sense, the next step is a paid pilot on your next twenty closings, using your own redacted packages.
What happens in the session
- Your closing path drawn end to end, with who touches what and roughly how long it takes.
- Three recent boarding exceptions walked through: where each came from and where it was caught.
- A short look at the platform on realistic packages (one clean, one with reconciliation exceptions, one with execution failures) so you can see what a finding looks like with its sources attached.
- Straight answers on jXchange enablement, sizing, SOC 2 status, and the validation pack.
Who should join
- Head of loan operations or closing manager
- Someone from IT for the on-prem architecture
- Optionally: internal audit or compliance for the evidence packet
What you keep
The one-page Closing Error and Capacity Map is yours whether or not you go further. No documents are shared with us for the review. If a pilot follows, it can use redacted packages if you prefer.
Request the review
We propose two or three times within one business day.