CloseChase

FOR SOLO MORTGAGE LOs · 1-5 PERSON BROKERAGES

Close every loan 11 days sooner — without your LOs chasing a single doc. Or refund + cover one closing’s title fees.

CloseChase auto-collects every income, asset, and disclosure doc from borrowers before underwriting flags it missing. Built by an ex-Rocket Mortgage LO who did 2,400 closings the hard way.

No credit card · UPL-safe (no advice) · 30-day refund

“Cut my average closing time from 38 days to 27. CloseChase paid for itself on the first deal.”
— Marcus T., LO, Atlanta

412 LOs on the early-access list →

URLA / 1003 W-2 (2024) Paystubs × 2 Bank stmts (2mo) Tax transcripts Gift letter Hazard insurance Disclosures (TRID) VOE / VOR READY TO CLOSE

Imagine telling every borrower “close in 3 weeks” — and meaning it.

It’s Tuesday morning. You open your dashboard and every file in your pipeline is green — not because you spent the weekend hounding borrowers, but because CloseChase ran the chase for you while you slept.

Every loan in your queue is clear-to-close on schedule. No frantic Friday-afternoon scrambles to reissue a Closing Disclosure. No 8pm call to the borrower’s spouse begging for a missing bank statement.

Your title rep starts replying within an hour because every package you send is indexed, complete, and stamped. The referrals start naming you specifically. That’s the deal.

How CloseChase collects every doc 11 days faster.

  1. 1

    LO uploads 1003 + initial pull → AI generates the exact doc list per borrower profile

  2. 2

    Borrower receives single magic-link portal (no new password) — SMS + email + landline-fallback

  3. 3

    Vision-LLM validates each upload (W-2, paystubs, bank statements, tax transcripts) against the loan type’s matrix

  4. 4

    Auto-asks for missing pages, wrong forms, or stale-dated docs before underwriting sees them

  5. 5

    Title-company handoff: clean doc package emailed at CTC, with index

Built by an ex-Rocket Mortgage LO who closed 2,400 loans. Encompass / LendingPad / Calyx / Byte integrations at launch.

Everything you get as a founding LO

Stop pricing this against Encompass at $300/seat. Look at the value, then look at what we’re asking.

  • AI doc list per loan type (conv / FHA / VA / USDA / jumbo / non-QM)$397/mo value
  • Multi-channel borrower nudging (SMS+email+landline, TCPA-compliant)$297/mo value
  • Vision-LLM doc validation (paystubs, W-2s, bank stmts, transcripts)$497/mo value
  • Title-company handoff package + index$197/mo value
  • Encompass / LendingPad / Calyx / Byte integrations$297/mo value
  • Compliance audit log (NMLS-ready)$197/mo value
Total value $1,882/mo

Will be $249/mo

Founding price: $149/mo (1 LO seat)

Save $1,733/mo. Locked for life.

Two guarantees underwriting won’t believe.

30-day refund

No questions, no exit interview. Email us “refund” on day 29 and we wire the money back same-day.

We cover the title fees

Doesn’t shave 7+ days off your average close? We cover one closing’s title fees. Up to $1,200.

Why only 75 founding LOs?

Each new LO gets a 1-hour onboarding where we hand-tune the AI doc-matrix against their last 10 closed files. We can ship 75 before fall purchase season. After 75, founding rate closes; future LOs pay $249/mo.

Founding spots remaining: 23 of 75

Questions LOs ask first

Which LOSes do you integrate with?

Encompass, LendingPad, Calyx, and Byte at launch. CSV/1003 import works for everyone else — Surefire and BNTouch on the roadmap.

Is it TRID/RESPA compliant?

CloseChase only collects and validates documents — it never gives loan advice, quotes rates, or makes credit decisions. UPL-safe and TRID-aware audit logs.

Will my borrowers actually use it?

Magic-link portal — no new account, no password. Beta borrowers complete their initial doc list in 19 minutes on average. SMS + email + landline fallback covers every age bracket.

Can I cancel anytime?

Monthly, no contract. Pipelines in flight finish out at no extra charge. Your data exports to clean PDF + JSON the moment you ask.

Your next loan can close 11 days sooner. Your founding spot is here.

No credit card · UPL-safe · 30-day refund