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TPO ASSIST
CA Broker Processing
Capacity: Next-day intake
Book a discovery call
California TPO Specialists End-to-end loan processing for broker shops

White-label mortgage processing
built for California brokers.

TPO ASSIST is your behind-the-scenes processing team for wholesale and correspondent channels. We clear conditions, balance CDs, and keep your files audit-ready—so your LOs can stay in front of agents and borrowers, not checklists.

Start with 3 pilot loans → View services
We process — you originate. TPO ASSIST does not quote rates, structure loans, or provide borrower advice.
Workflow

How TPO ASSIST fits into your shop.

We plug into your LOS and lender lineup as a true back-office partner. You stay in control of the relationship while we manage the paperwork and chase every last condition.

Step 1 · File Intake
Broker sends loan to TPO ASSIST

Once your LO locks and chooses the lender, you upload the file, AUS, and purchase contract/LE details. We review structure, create the processing checklist, and confirm lender requirements.

Step 2 · Processing & Conditions
We work the file to CTC

We order and track third-party docs, clear lender conditions, coordinate with escrow and title, and keep your LO updated via pipeline notes and status emails.

Step 3 · Closing & Post-Close
Balanced closing, clean audit trail

We help balance the CD, coordinate signing, and upload final docs. You retain a complete audit trail for future QC, investors, and regulators.

Pilot program: start with 3–5 test files to see how TPO ASSIST fits your team before committing long term.
No long-term contract
Per-file pricing
Services

Processing that feels in-house, without the overhead.

We support California broker shops from first disclosure to funding, specializing in wholesale and correspondent channels.

Wholesale / TPO
Correspondent
Retail broker channel
CA-only focus
✓
Disclosures & file setup
We prepare initial disclosures, lender-specific forms, and upload to your LOS. We verify RESPA timing, CA-specific forms, and e-signature readiness so you avoid early compliance hits.
Initial setup · LE review · CA forms
☰
Condition management
From VOE and HOI to LOEs and asset docs, we request, upload, and label conditions; push updates to the lender; and keep your team updated so nothing falls through the cracks.
Borrower docs · Lender conditions
⚑
CD & closing coordination
We balance CDs with escrow, confirm cash to close, coordinate notary / signing appointments, and confirm funding conditions so closings land on time.
CD balancing · Funding prep
⚙
LOS & lender workflow
We operate inside your LOS (where possible) and follow your lender list and overlays. You stay the lender-of-record; we’re the engine behind the scenes.
Broker-centric · White-label
☑
QC-minded files
Checklists, naming conventions, and clean notes create a clear audit trail for broker owners, investors, and regulators.
Audit trail · QC ready
✉
Communication your LOs will like
We send concise status updates with exactly what’s needed from the LO, borrower, or agent—no novels, no noise.
Status updates · Borrower-friendly
Why brokers choose us

Built by people who actually ran pipelines.

TPO ASSIST was designed for California brokers who are tired of babysitting files, managing processors, and explaining overlays all day. We’ve sat in your chair.

Scale up or down without HR headaches.
Get an experienced processing bench without hiring, training, payroll taxes, or coverage headaches when volume spikes or dips.
Keep LOs focused on revenue, not paperwork.
Your best producers should be with agents and borrowers—not chasing HOI or re-sending DU findings.
California-only means deeper expertise.
We live inside CA loan scenarios: condos, ADUs, layered income, and all the little curveballs that make this state fun.
Your brand, your relationships.
We work under your brokerage name and never solicit borrowers or agents. You remain front-and-center on every transaction.
Broker-first philosophy
We’re a processing partner, not another VOIP “branch”.

TPO ASSIST is not a net branch, retail lender, or lead buyer. We don’t recruit your LOs or use your data for our own pipeline. Our job is simple: keep your files clean, your closings on track, and your producers happy.

Curious if we’re the right fit? Start with a no-pitch, 20-minute workflow review of your current pipeline.
Schedule a call
Next step

Ready to test drive TPO ASSIST?

Send us a note and we’ll follow up with a short discovery call, a sample workflow, and our current per-file pricing for California brokers.

We’ll respond within one business day with next steps and a link to book time.
Thank you!
Your message was successfully submitted.
We’ll reach out within one business day to schedule your onboarding review.
What to expect after you submit

No call center, no hard sell. You’ll hear directly from a human who’s actually managed broker pipelines in California.

Typical onboarding
3–5 business days once agreements are signed
Ideal partner
CA-licensed broker shops closing 5–50 loans per month who want experienced, white-label processing support.
Service scope
California loans only · Broker/TPO channel