Stop 01
Applied
Your file is open. We review income, assets and credit up front, case by case.
How TAG closes deals
Roadmap to Homeownership®
13 milestones, one link and a short video at every step. Borrowers, agents, title and transaction coordinators always know where the loan is and what happens next.
13 milestonesEnglish & EspañolCaptions on every videoPurchase · Refi · HELOC
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Jodie, Anthony & Jordan ›
Today 9:41 AM
Jodie · Processor
Great news, Jordan! You are officially CLEAR TO CLOSE!
Your Roadmap to Homeownership®taglendinggroup.comI KNOW!! It popped up on my Roadmap Tracker before my buyer's agent or the TC even called. SO EASY, thank you! You guys are the BEST!
Anthony · Loan Officer
You're welcome, Jordan! Let's Tag Team This Deal!®
The Roadmap Tracker
Check your loan from your phone, anytime
Every milestone sends one text with one private link. Open it and see exactly where the loan is, what's next, your team on the file and the video for that stop, in English or Español.
Live status
Progress bar, target dates and the latest update.
Your team
Call or text your loan officer, processor and agent in one tap.
Built for each role
Borrowers, agents, title and TCs each see what they need.
Private by design
Each link is unique. No logins, no loan documents on the page.
Quick answer
Do I have a Roadmap URL?
Yes. When your loan opens, TAG sends one private link by text and email. It is unique to you and your file. Misplaced it? Ask your loan officer to resend it.
The milestones
Every stop on the roadmap
Pick your loan type. Refinances skip home shopping and the contract. HELOCs move in four stops.
Every video, your way:EnglishEspañolCC · Captions for the hearing impairedTap any video, then choose at the top of the player.
Stop 02
Pre-approved
You're pre-approved and eligible. Never see a home without running the numbers.
Stop 03
Home shopping
Shop with your pre-approval. Send us the address and we'll run the numbers.
Stop 04
Contract accepted
Meet your processor. Your loan originator stays with you to the finish line.
Stop 05
Disclosed
Your preliminary disclosures arrive from our investor. Sign to move forward.
Covered by the processor video
Stop 06
Processing
Your file is being built and prepared for underwriting.
Stop 07
Appraisal ordered
A local appraiser schedules the visit. The report goes to the borrower.
Stop 08
Appraisal in
The appraisal is back and reviewed with the borrower.
Stop 09
Underwriting
24 to 48 hours for review and your conditional approval.
Stop 10
Conditionally approved
We send your list of conditions. Get us what's needed and we clear them together.
Stop 11
Closing Disclosure
Your preliminary CD from our investor. Sign it to start the 3-business-day review.
Stop 12
Clear to close
The time has come. Final figures and documents are prepared.
Stop 13
Funded
Today is closing day. The keys are yours.
Along the way
One-off updates
These show up when they apply, not at a fixed stop.
One-off
Loan options
Three options, your choice: low, middle or high. Lock when you're ready.
One-off
Borrower review
Share your experience and shout out your team.
One-off
Agent partner review
Thank you, partner. Tell us how we did.
One-off
Transaction coordinator review
Thank you for quarterbacking the deal.
For agents & partners
One link. Everyone in the loop.
Your own link
Every party gets a private tracker link built for their role. Borrowers see their full loan, partners see what they need.
Updates by text & email
When the loan moves, everyone gets a short text or email with the stop banner and the link.
No chasing
Status, next steps, the team on the file and target dates, all in one place.
Built for speed
Upfront underwriting, local appraisers and a team that answers.
Ready to close your next deal with TAG?
Talk with our team about your buyer, your file or your next scenario.
Not a commitment to lend. All loans subject to credit approval and underwriting. Tag Lending Group, LLC · NMLS #2329372 · Equal Housing Opportunity.