How TAG Closes Deals
One system from short form to funded. Every party on the file sees the same milestones, in real time, so nobody has to call and ask.
Sales + Operations Cycle
Day 1 starts when the contract is executed and all docs are in.
Borrower comes in through a TAG short intake form. Everything lands in HubSpot.
Documents collected. Automation notifies every party by email, text, call and video.
Credit, AUS and investor pricing run in Arive. File data syncs back to HubSpot and is exported to the investor portal.
The file is matched to the right investor across our 100+ and reviewed up front.
Client gets an introduction to their TAG processing team.
Intro call to all parties. Every milestone reviewed in HubSpot, initial file scrubbed, missing docs collected.
Appraisal and services ordered, insurance quoted, file submitted to underwriting. Milestones update everyone automatically.
Processor sends the conditional approval and sets a call with all parties to review conditions.
File submitted for final clear to close.
Closing Disclosure balanced with title and reviewed with every borrower.
Keys in hand.
*14-day clear to close is a target, not a guarantee. Timelines vary by loan scenario, documentation, appraisal and third parties.
The System
10 stops away. Arriving at 1:00. Nobody calls to ask. That's how every TAG loan file runs.
LOAN STATUS · 123 Main St · Purchase Sample view
No chasing.
Live milestones.
Dates and figures as they move.
A clear roadmap to the keys.
Clear updates. Expectations met. That's why agents stay.
Roadmap to Homeownership®
Step-by-step strategy, smart technology and experienced loan pros. Your buyer shows up stronger, and your deal closes cleaner.
A real plan before the first showing, not a form letter.
Credit, assets and income lined up for the strongest file.
Right price range, right agent.
Reviewed up front, so offers carry weight.
100+ investors, matched to the buyer, not the other way around.
A 14-day target, tracked live for everyone on the file.*
Products
As a non-delegated correspondent lender and wholesale broker channel, we match the file to the investor. Bring us the hard one.
Conventional, FHA, VA, USDA, Jumbo, Reverse, HELOC, Refinance
Bank statement, DSCR, Foreign National, Fix & Flip, No Ratio, Hard Money, Bridge, Commercial, Private
Lender credit up to 1% toward the buyer's closing costs in TAG's lender states.**
**Subject to loan approval and program eligibility; applied to closing costs and disclosed on the Loan Estimate and Closing Disclosure. Program availability varies by investor and state.
After the Closing Table · Powered by MILO
Our past-client retention platform keeps every client warm for the life of the loan, with that relationship tied to the agent who brought them in.
Blended valuations every month, with their TAG loan officer's face on it.
Estimated equity and how it's grown since closing.
We reach out when a refinance actually makes sense.
Co-branded touchpoints with the Realtor and loan officer.
Closing, holiday and life-event cards that keep your name in front of them.
Next purchase, renovation or a DSCR investment property.
Values are automated estimates, not appraisals. Clients are contacted only with their consent.
Condo Review
Check Fannie Mae and VA approval status.
Download TAG's Condo Cheat Sheet Package.
Send us the HOA questionnaire.
Our underwriter reviews it fast.
Approval depends on project review, investor guidelines and borrower qualification.
Partner Brief
17 pages on how TAG runs a file, the Loan Tracker, listings and open houses, condo reviews, dual licensing and where we lend. Take it with you.
Download the Partner Brief (PDF)Let's TAG Team This Deal®
Tag Lending Group, LLC · NMLS #2329372 · Equal Housing Opportunity. Mortgage lender in FL, GA, MI, NM, OH, SC, TN, TX; mortgage broker only (not a lender or correspondent lender) in CT, NJ, PA. Not a commitment to lend. All loans subject to credit approval, underwriting and investor guidelines. Programs subject to change without notice.