About Us

Mission

Our mission is to redefine the relationship between Mortgage Brokers and their Loan Processors and LO Assistants. We believe that success stems from a seamless, empowered collaboration, where Loan Processors and LO Assistants are more than just support—they are true partners in the success of every loan journey. By fostering clear communication, mutual respect, and shared goals, we aim to create a dynamic team that streamlines processes, enhances efficiency, and delivers an exceptional borrower experience. Together, we’re redefining what it means to support a mortgage broker, turning each transaction into a relationship-building opportunity that drives long-term success for all.

Vision

Our vision is to become the most trusted and sought-after mortgage operations company in the U.S., loved for our focus on excellence, efficiency, and unmatched service. We aim to set the benchmark for operational success by fostering a culture of reliability, accountability, and continuous growth. By equipping our partners with expert support, streamlined processes, and the resources to thrive, we cultivate lasting relationships that fuel the success of mortgage professionals across the nation.

Kathy Lee's Journey

Founder & Owner

Kathy Lee kinda stumbled into the mortgage world, pulling together all the skills and bits of knowledge she picked up along the way. Back when she was a personal banker, she hit it off with a client who was in real estate and got the nudge to explore the mortgage scene. Then she got her hands into everything from loan processing to marketing and business development. Coming from a military family, she’s all about tackling problems head-on. When people ask her what she does, she says, “I solve problems.”

Kathy Lee’s crafted a business style that’s as empathetic as it is effective. She treats every client like gold, tackling each challenge with determination, all while keeping their best interests at heart. For Kathy Lee, it’s all about being part of their journey, helping them nail their goals, whether it’s in business or life in general. She’s all about making a difference, one loan, one person, one business, at a time.

Core Values

Lead

Everyone is empowered to take initiative, with integrity and courage, own their work and make our team better .

Grow

We embrace change, take risks, and adapt often. We practice the principle of Kaizen and seek 1% improvement in all we do.

Play

We never turn down a reason to celebrate. We get a lot done and have fun along the way.

Tribe

Amazing souls work here who value each other, show up for each other, act with empathy, and have each other’s backs. We win and lose as one.

Careers

Our ideal team member will have at least 3 years of mortgage loan assistant or loan processing experience in the broker channel, a can-do attitude, and a proven track record of providing solutions in the mortgage lending industry. As the LO Assistant or Loan Processor on a mission-driven team, you play a vital role in the loan file management of your team’s pipeline. You will be managing paperwork, regularly interacting with borrowers, and referral partners.

Your attention to detail as well as your comfort with numbers and technology are absolutely critical to your success in this role. You will support the loan officer by ensuring that all loans are followed up on in a timely manner, and all pre-approval supporting documents or underwriting conditions are gathered and promptly reviewed and cleared for timely closings. Not only do you have an extremely keen eye for detail, you are a strong and effective communicator, both written and verbal, as you will be distilling important information quickly and accurately to borrowers, referral partners, and the internal team alike.

You’re applying to join an organization known for its incredible quality services! Every single team member has played a huge part in earning this amazing reputation, and now you’re going to be part of that legacy!

We provide you with the business and don’t require you to sell, just to be an amazing LO Assistant or Loan Processor!

Trade your money for time and buy back hours in your day.

Contact us today to schedule a Discovery Call and experience the difference our Loan Officer Assistants and Loan Processors can make in your business!