Focus On Your Pipeline, We’ll Take Care Of The Rest
Build your dedicated offshore mortgage operations team and increase capacity, improve service levels, and accelerate productivity.
Get your time back and focus on your core business.
Stop playing catch-up and take control of your business. Our custom mortgage operations solutions help lenders maximize profitability, speed up the loan cycle and improve customer satisfaction.
Scale your lending business with dedicated offshore teams your way.
Increase Profits
Reduce costs by up to 70%. Save on salary, recruiting, IT, HR, payroll, and benefits overhead.
Increase Capacity
Speed up the loan cycle and avoid a long-term recruitment process by accessing our large pool of highly skilled talent.
Improve Service
Give your team more time to focus on providing your customers the best service possible.
“We were growing our business exponentially but faced challenges scaling quickly and cost-effectively. We were open to growing the team offshore but didn’t know where to start. Kini understands the mortgage business and has the relationships and experience building and managing offshore teams. He and the Forma team guided us through the entire process, made exceptional hires, and have done a fantastic job managing the operations of the team on an ongoing basis. We quickly increased our capacity and have been able to successfully capture market share thanks to Forma.”
You’re in control.
It’s your dedicated team.
Build a dedicated team that meets your needs. Outsource the aspects of your loan cycle that make the most sense for your business.
Directly manage the success of your team with our support. We work alongside your team to support day-to-day management as much or as little as you like
Here are a few of the mortgage services we provide:
Loan Setup
Initial Disclosures
Verification of Employment
Processing
Pre-underwriting
Underwriting
Closing Disclosures
Pre-closing Audits
Post-close Audit: Quality Control
Virtual Assistants
Technical Support
Marketing Assistants
You’re in control.
It’s your dedicated team.
Build a dedicated team that meets your needs. Outsource the aspects of your loan cycle that make the most sense for your business.
Directly manage the success of your team with our support. We work alongside your team to support day-to-day management as much or as little as you like.
Here are a few of the mortgage services we provide:
| Loan Setup | Initial Disclosures |
| Verification of Employment | Processing |
| Pre-underwriting | Underwriting |
| Closing Disclosures | Pre-closing Audits |
| Post-close Audits: Quality Control | Virtual Assistants |
| Technical Support | Marketing Assistants |
You’re in control.
It’s your dedicated team.
Build a dedicated team that meets your needs. Outsource the aspects of your loan cycle that make the most sense for your business.
Directly manage the success of your team with our support. We work alongside your team to support day-to-day management as much or as little as you like.
Here are a few of the mortgage services we provide:
Loan Setup
Initial Disclosures
Verification of Employment
Processing
Pre-underwriting
Underwriting
Closing Disclosures
Pre-closing Audit
Post-close Audit: Quality Control
Virtual Assistants
Technical Support
Marketing Assistants
Your Partner in Success
We work closely with you to understand your lending business and where you want to take it.
We create custom solutions that meet your needs so you can increase capacity, reduce costs and focus on growing your loan volume.
After we build your dedicated team, we work alongside you on an ongoing basis to help you achieve your company objectives, your way.
You don’t need a staffing agency. You need a skilled manager and partner.
“In a startup, you often have to wear many hats, but that doesn’t always mean you should. Forma helped us take transactional functions out of the hands of key staff so they can focus on their core roles and move the business forward. It was the lift we needed.”
How it works
Your dedicated Forma team works as an extension of your team, workflow and culture just like any other employee.
We hire them, you manage them with our help and gain all the cost-savings of not having HR, IT, facilities, payroll, and benefits overhead.
You focus on your core business, and we’ll take care of the rest.
Analyze your needs
We work closely with you to create a staffing and onboarding strategy that meets your company objectives.
Find Talent
We recruit candidates that match your needs. You interview the top candidates if desired. We take care of the rest.
Manage together
We onboard your new team and co-manage them every step of the way to ensure you meet your objectives.
Get In Touch
If you have any questions about offshore staffing or our services let's connect! We'd love to hear about your business and see if we can help you achieve your goals.