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.

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



– Brad Simpson, President

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.