The screenshot displays the 'Welcome to ClosingWTF Mortgages' page, part of the Loan Preapproval feature. The main section provides an introduction to the self-serve mortgage process, emphasizing user guidance through instructions and tooltips. It offers assistance options such as using the Intercom chat widget for immediate help, scheduling a meeting with a mortgage broker, and the ability to save progress. Two prominent buttons are located on the right: 'Chat With Our Team' for direct communication and 'Start Preapproval Application' to begin the application process. Below these, there's an option to import an existing Uniform Residential Loan Application (1003) document. The left sidebar lists active applications with unique identifiers, and the user's profile is visible at the bottom left corner.

Start Preapproval

ClosingWTF User Guide

Loan Preapproval

The screenshot shows a pop-up window titled 'Import 1003 Uniform Loan Application' on the ClosingWTF Mortgages platform. This window allows users to upload their 1003 Uniform Loan Application to pre-fill the form. Supported file formats include PDF, DOC, and DOCX. The central area of the pop-up features a drag-and-drop zone for file uploads, with an icon indicating the upload function. Users can either drag files into this area or click to upload. The background shows a partially visible dashboard with a list of active applications on the left and a welcome message on the right.

The screenshot displays the 'New Loan Application - Preapproval' page of the ClosingWTF platform, focusing on the 'Loan Purpose' section. On the left, there is a navigation menu listing sections such as Loan Purpose, Personal Information, Income, Assets, and Contact & Consent. The main area shows the 'Property & Loan Details' form where users can select between 'Purchase' or 'Refinance' for the loan purpose. Users can indicate if they have a property address and enter it in the provided field. The form also includes options for 'Property Usage' with choices like Investment, Primary Residence, and Second Home, and 'Property Type' with options such as Condominium, Manufactured Home, Two To Four Family, Single Family, and Not sure yet. Additionally, users can specify their current stage in the process, such as 'Searching for the right property' or 'Want to make an offer on a property'. At the top right, there are dropdowns for user selection and a 'Fill Test Data' button.

The screenshot displays the 'Property & Loan Details' section of the ClosingWTF platform, part of the self-serve preapproval process. Users can select the loan purpose as either 'Purchase' or 'Refinance' at the top. Below, they can indicate whether they have a property address or not, with an input field to enter the address if applicable. The 'Property Usage' options include 'Investment', 'Primary Residence', and 'Second Home'. For 'Property Type', users can choose from 'Condominium', 'Manufactured Home', 'Single Family', 'Two To Four Family', or 'Not sure yet'. At the bottom, users can specify their current stage in the process: 'Searching for the right property', 'Want to make an offer on a property', or 'In contract for a purchase'. A 'Next' button is located at the bottom right to proceed to the next step. The left sidebar includes navigation options such as 'Dashboard' and a list of active applications. User account information is displayed at the bottom left, and there is a 'Fill Test Data' button at the top right.

The screenshot displays the 'Personal Information' section of the Loan Preapproval process on the ClosingWTF platform. On the left, there is a navigation menu with options such as Loan Purpose, Personal Information, Income, Assets, and Contact & Consent. The active section is 'Personal Information,' highlighted in the menu. The main form on the right includes fields for entering First Name, Last Name, Email, Phone (with a country code selector), Date of Birth, Social Security Number, and Citizenship/Residency Status. Below these fields, there are sections for entering Current Address and Mailing Address, with a checkbox to indicate if the mailing address is the same as the current address. At the top right, there are options to select a borrower profile and fill test data, along with a 'Manage Borrowers' button. The user profile is visible at the bottom left corner.

The screenshot displays a modal window titled 'Current Address' within the ClosingWTF platform, used for entering address details as part of the loan preapproval process. The form includes fields for 'Address line 1' with the input '111 Bd Beaumarchais', 'Address line 2 (Optional)', 'City' with the input 'Paris', 'State / Province / Region', 'Postal Code' with the input '75003', and 'Country' with the input 'France'. At the bottom of the modal, there are two buttons: 'Cancel' on the left and 'Save' on the right. The background shows a partially visible form with sections for 'Loan Purpose', 'Personal Information', 'Income', 'Assets', and 'Contact & Consent' on the left sidebar, and fields for 'Email', 'Phone', 'Date of Birth', 'Social Security Number', and 'Citizenship/Residency Status' on the main form.

The screenshot displays the 'Income' section of the Loan Preapproval process on the ClosingWTF platform. On the left, there is a navigation menu with options such as Loan Purpose, Personal Information, Income, Assets, and Contact & Consent. The 'Income' section is currently selected. The main area shows a form titled 'Income Sources' where users can add provable sources of income to maximize their preapproval amount. It includes fields for 'Income Type' with a dropdown set to 'Standard Employment' and 'Monthly Amount' with a value of '$10,000'. There is an option to add more income sources with an '+ Add Income' button. At the bottom, there are 'Back' and 'Next' buttons for navigation, with 'Next' located on the right. A pop-up in the top right corner suggests saving identity information with 1Password, featuring an 'Unlock 1Password' button.

The screenshot displays the 'Assets' section of the Loan Preapproval process on the ClosingWTF platform. On the left, there is a navigation menu with options such as Loan Purpose, Personal Information, Income, Assets, and Contact & Consent. Below these options, a list of active applications is shown. The main section of the screen is focused on entering asset details. There are fields for Asset Type, Cash or Market Value, Account Identifier, Institution Name, and Account Opened Date for multiple assets. Each asset entry includes a dropdown for selecting the asset type and text fields for entering other details. A 'Save identity' pop-up is visible, prompting the user to unlock 1Password to save identity information. At the bottom right, there are 'Back' and 'Next' buttons for navigation.

The screenshot displays the 'Contact & Consent' section of the ClosingWTF platform, specifically for the Loan Preapproval feature. The user interface includes a sidebar on the left with navigation options such as 'Loan Purpose', 'Personal Information', 'Income', 'Assets', and 'Contact & Consent'. The main content area shows the 'Contact & Consent' form for a user named Alice Firstimer, marked as 'Primary'. There are checkboxes for 'Privacy Policy & Terms', 'Communication Consent', and 'Credit Check Consent', all of which are checked. Below these options, there is a prominent black button labeled 'I Agree to All Terms and Submit Preapproval' located at the bottom center. A message below the button explains the implications of agreeing, including the processing time for the application. On the top right, there is a pop-up from 1Password prompting the user to unlock it to save identity information.

The screenshot displays the 'Overview' section of a loan application on the ClosingWTF platform. On the left, there is a sidebar with a list of active applications and a user profile at the bottom. The main content area is divided into several sections. The 'Loan Timeline' on the left shows the progress of the loan with stages like Loan Preapproved, Rate Lock Tasks, Rate Lock, Underwriting, Final Approval, and Closing Status, with visual indicators for each stage. The 'Property Information' section provides details such as Neighborhood Housing Type, Usage, Address, County, and Attachment Type, with editable fields. The 'Mortgage Loan Overview' section includes Purchase Price, Loan Type, Closing Date, First Time Homebuyer status, and Borrower(s) information, also with editable fields. The 'Preapproval' section at the bottom right displays the Max Loan Amount and Max Purchase Price, with a button labeled 'Download Preapproval Letter' located below it.

The screenshot displays the ClosingWTF platform's interface for managing a loan preapproval process. On the left, there is a sidebar with a list of active applications and a user profile section at the bottom. The main section is divided into several panels. The 'Loan Timeline' panel shows the stages of the loan process, including 'Loan Preapproved', 'Rate Lock Tasks', 'Rate Lock', 'Underwriting', 'Final Approval', and 'Closing Status', with visual indicators for each stage. The 'Property Information' panel provides details such as Neighborhood Housing Type, Usage, Address, County, and Attachment Type, with editable fields. The 'Mortgage Loan Overview' panel includes Purchase Price, Loan Type, Closing Date, First Time Homebuyer status, and Borrower(s) information, also with editable fields. The 'Preapproval' panel displays the Max Loan Amount and Max Purchase Price, with a button to 'Download Preapproval Letter' located at the bottom right of this panel. A notification at the bottom right indicates that the 'Preapproval letter is ready'.

The screenshot displays a loan preapproval document from Icon Homes. At the top, it congratulates the user, John, on being preapproved for a maximum purchase price of $779,065.00. Below this, the document details the maximum loan amount of $482,753.00, the property use as a primary residence, and the property type as a single family home located in Denver County, Colorado. It lists John Homeowner as the primary borrower with one borrower in total. The preapproval expiration date is 07/10/2025, and there is a contact email, team@closingwtf.com, for questions. The document is presented in a PDF viewer with options to navigate pages, zoom, download, and print, located at the top of the screen.

The screenshot shows the 'Rates & Rate Lock' section of the ClosingWTF platform, where users can update loan parameters to find the best mortgage rates. The top navigation includes tabs for Overview, Borrowers, Tasks, Parties, Rates & Rate Lock, and Disclosures. The main area displays a loading message indicating that the system is finding the best rates. Below, users can adjust loan parameters by setting the Purchase Price, which is currently $500,000, and the Maximum Out-of-Pocket amount, set at $150,000. There is an option to include Property Taxes & Insurance, which is currently toggled off. A 'Find Rate Options' button is located at the bottom of the section, allowing users to proceed with finding rate options based on the entered parameters. The left sidebar lists active applications, and the user profile is visible at the bottom left corner.

Start Preapproval

Overview

Begin Loan Application

Enter Property & Loan Details

Enter Personal Information

Enter Income Information

Enter Asset Information

Review and Submit

View Preapproval

Manage Loan Application