At 1st Step Financial Services, Inc., “If you take the 1st Step, we’ll handle the rest”. This speaks directly to the individuals who originate for us.
As a Mortgage Originator, your primary tasks are as follows;
- Marketing, Identifying & Soliciting Viable Loan Applicants
- Sending Borrower(s) our Loan Application Link
- Following Up as needed with Borrower(s) until Closing


Our Loan Processing Team will handle the rest which includes;
- Pulling the Credit
- Placing the Borrower in the Correct Program (that delivers desired benefit)
- Pricing the Loan
- Packaging the Loan
- Preparing the Proposal and Providing a List of Items Needed to Proceed
- Processing the Loan from Start to Finish