THE BORROWER EXPERIENCE
Every milestone.
A personal connection.
See the messages that help borrowers understand where they are, what comes next, and who is there to help.
09 milestone videos17–30 sec focused messagesYour brand your customer experience
Explore the milestones ↓Follow the journey.
Select a milestone to watch its video.
010:17Application started
Let’s Get Started
A warm welcome that gives borrowers a clear first step.Watch milestone ↗
020:29Document review
Qualified
Keep the momentum going with a clear request for the documents needed next.Watch milestone ↗
030:17Ready for the home search
Pre-Approved
Celebrate an important step and keep the borrower connected with their agent and loan team.Watch milestone ↗
040:28Preparing the file
Loan Setup
Explain what happens as the application and supporting documents come together.Watch milestone ↗
050:18Review and sign
Disclosures
Guide borrowers toward a careful review and secure completion of their disclosures.Watch milestone ↗
060:21Submitted for review
Underwriting
Make the review process easier to understand while the borrower’s file is with underwriting.Watch milestone ↗
070:30Approval with conditions
Conditional Approval
Share the good news while clearly explaining what still needs to happen.Watch milestone ↗
080:24Conditions returned for review
Resubmittal
Help borrowers understand the next review after requested items are gathered.Watch milestone ↗
090:18The closing milestone
Clear to Close
Celebrate the progress and reinforce the instructions that matter before closing.Watch milestone ↗Public examples use the “Scott family” greeting and sample artwork. Company branding and recipient details are configured for the subscribing company. These pages demonstrate messages; they do not show a visitor’s loan status.
MADE PERSONAL
Bring this experience
to your company.
Talk with Vance Scott about your team’s milestones and communication workflow.
