Compliance & processing, handled
We manage the processing and compliance details on your files so you can spend your time originating and building relationships.
NMLS-approved · NMLS #1983226
Third-party mortgage processing that feels like part of your team
Let us focus on compliance and processing while you focus on originating. Papertrail Processing supports mortgage brokers and loan officers in California, Arizona, and Texas — and helps real estate agents get from contract to close.
20+years of experience going to bat with underwriters
Full teamof processors, so your files are covered when someone is out
CA · AZ · TXstates we process in
Papertrail Processing is an NMLS-approved third-party (contract) processing company. We work as an extension of your team — you get the attention of an in-house processor without the overhead of hiring one.
A full team, not a single point of failure
A full team of processors means coverage if someone is out sick or on vacation — someone is always available for your deals.
We fight underwriters, so you don’t have to
Our team brings 20+ years of experience going to bat with underwriters to keep your loans moving toward closing.
California, Arizona & Texas
We process loans for brokers and loan officers in CA, AZ, and TX. Ask us about your state and loan mix.
Our transaction coordinators manage the file from contract to close, so agents and brokerages can spend less time chasing paperwork and more time with clients.
- Contract-to-close file management
- Deadline and document tracking
- Communication with the parties to the transaction
- An organized, complete file at closing
Every brokerage works a little differently. Tell us how you run your deals and we’ll walk you through how we can help.
Getting started is simple. Here’s how we set up with a new broker or loan officer:
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Add us to your LOS
Add your Papertrail processor as a processor contact in ARIVE or your LOS of choice.
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Share access
Share your lender and credit logins with your processor so we can work your files.
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Upload documents
Upload borrower documents to the shared Dropbox using our secure upload link.
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Send the new loan
Email the new loan with a completed intake form to team@papertrailprocessing.com.
Everything you need to open a file with us.
Loan Intake FormFillable 2-page PDF · 240 KB
Download
Onboarding & Setup ChecklistWhat to send for a new file · PDF · 160 KB
Download
Upload DocumentsSecure Dropbox upload link (opens in a new tab)
Upload
Start a New FileEmail team@papertrailprocessing.com
Email
Protect borrower privacy: please send documents that contain Social Security numbers or other sensitive borrower information through the secure upload link rather than in the body of an email.
About us
The processing team behind your pipeline
Papertrail Processing, Inc. is an NMLS-approved third-party mortgage processing company based in El Cajon, California. We partner with mortgage brokers and loan officers as an extension of their team, and we provide transaction coordination for real estate agents and brokerages.
If you’ve been looking to grow your business but feel like you need the right team to support you… we’ve got good news for you.
- CA DRE corporate license
- #02117166
- States we process in
- California, Arizona, Texas
- Office
- 1398 La Cresta Blvd
El Cajon, CA 92021
Let’s talk about your files
Whether you’re a broker looking for processing support or an agent who wants help from contract to close, reach out today.
Papertrail Processing, Inc. · 1398 La Cresta Blvd, El Cajon, CA 92021