Compliantly Managing Your Lending Process or Is It Managing You?

FirstClose understands the complexities of the ever-changing home equity and refi environment and are there for you every step of the way.

Watch our short video to learn more about FirstClose:


Transactional risk can be a thing of the past!


FirstClose’s advanced technology, combined with years of mortgage banking experience, delivers home equity and refi solutions with built-in compliance rules and in-depth audit tracking for complete accountability.

Minimize risk and manage home equity and refi requirements in real time with our award winning property and borrower data intelligence solutions. Our tools coach users on how to manage loan level issues and provide managers with real-time reports and accountability to identify trends or exceptions across your pipeline.

We take the guesswork out of your home equity and refi transactions, significantly reducing your transactional risk.


Simplified Vendor Management & Due Diligence

By consolidating vendors and products on one platform, FirstClose makes it easy to identify and repair the gaps where lender profits can be maximized. FirstClose evaluates where vendors are underperforming and provides instant options that are a better fit. This allows lenders to speed up turn-times, reduce origination costs, and increase overall productivity.

With the flexibility of the FirstClose platform, coupled with the FirstClose Master Service Agreement, lenders can easily swap providers with a click of a button— no new vendor contract negotiations, no vetting, no minimums, no more due diligence headaches.

Let us show you the benefits of FirstClose!

Schedule a demo with our team today.

Client | Since switching to the FirstClose Report in Q4 2015, we have enjoyed significant cost savings, and our turn-times have been reduced dramatically.

Carolyn Middleton, SVP Director of Consumer Bank Credit Approval and Fulfillment at Umpqua Bank