The ProText Process

ProText is passionate about helping our clients succeed. This passion informs every step of our approach, and we promise an active partnership.

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"It's never been more vital to be able to work efficiently and with precision."



– Brad Simpson, President

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Start with the End in Mind



  • Determine what a perfect set of closing documents look like for the loan
  • Collect lender specific data (names, addresses, payment dates, etc.)
  • Customize your set of closing documents
  • Define user permissions

Integrations



  • 30 hours of software development for LOS provider
  • Typed fields from LOS will seamlessly import into the ProText Platform
  • Stand-alone with manual entry

Training & Support



  • Participate in our 60-minute training session (online or in-person when permitted)
  • Utilize our ‘how-to’ video library
  • Communicate with your Client Liaison for additional training and customer support

Reliance & Reliability



  • A secure cloud-based system (username and password required)
  • Concierge service provided when adding lender specific data
  • Create and/or modify loan closing packages
  • Save changes automatically and pick up where you left off
  • Download files and/or store in the cloud

Ensured Success



  • Product updates and best practices provided throughout the process
  • Customer engagement to optimize use of the Platform
  • Client check-ins to ensure satisfaction

Fast, Easy On-Boarding



  • Hit the ground running with ProText’s intuitive, easy to use platform.

We can't wait to hear from you.

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