What Does The Future Hold For Loan Originators?

What Does The Future Hold For Loan Originators?

The future is bright for Loan Officers. At Sun West, we are leading the paradigm shift for originators to focus on what they do best: creating, building, and maintaining relationships within the communities we serve, including our clients and coworkers. It is important that we are more compassionate, insightful and smarter in our approach to our business.


There will not come a day that the Loan Officer becomes obsolete, as home financing requires the trusted guidance of professionals in the industry. Loan Officers at other mortgage companies may be asked to juggle manufacturing the loan (like assisting with processing, documentation needs list creation and all the details) and therefore don’t have as much time as they’d like to focus on their customer experience. That’s where Sun West comes in. Loan originators at Sun West are equipped with a powerful kit of technology, training, and support so they can always trust that their customer is covered through underwriting, processing, closing, and servicing. There’s always back up with Virtual Assist, the digital mortgage platform SeeMyLoanStatus, Zen Docs, TRU Approval, and sunsoft, so each Loan Officer feels like they have a dedicated team to assist with each transaction. All of these technologies work together to create efficiencies and cost savings that add up to quicker turn times, improved pricing, and full-fledged support that can’t be found anywhere else. As Sun West continues to grow, you’ll see that employees’ production as well as industry standards, and perfected proprietary technologies will continue to grow with it.

Sun West’s mission is to foster an environment of unparalleled support and technology advancement for the loan officers so that they can provide their clients with the best customer service and competitive financing options available. That means the need for automating the tedious parts of the mortgage process is paramount so that loan officers can focus on their customer & referral partner relationships. A win-win situation is created by the provisions Sun West has connected; tools and technologies that make the process more seamless compared to what it was even 5 years ago.

“Coming together is beginning. Keeping together is progress. Working together is success.” – Henry Ford.

The currency in our business is the 5-star review. Sun West understands that high reviews yield new business and become part of a successful loan officer’s toolkit. We know that the technology and support teams you interact with daily have an impact on that review, and we strive to provide the best so that we can help each LO get a 5-star review on each transaction. Sun West is dedicated to offering the best customer service experience to our customers, clients, and partners. To accomplish this, we empower our loan officers with great rates and loan options for each customer, at an amazing speed. Our focus on technology has given us an advantage in the mortgage industry, offering some of the fastest turn times available, so that we can get our customers into the home of their dreams quicker than with most mortgage processes. 

We are committed to our core values of people, experience, technology, and products. Sun West was founded in 1980 with a “Client First” mentality and a desire to make the mortgage process easy and stress-free for prospective homeowners. Since then, Sun West has cultivated a multi-billion dollar loan servicing portfolio and is licensed to lend in 48 states, District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Our nearly 40 years of experience has been passed down to everyone here at Sun West through excellent leadership and loan product capabilities.

Blueprint to Success

Our 4-step blueprint for success is designed to provide loan officers with all the tools and resources they need to be successful and take the business to the next level. With cutting edge technology, national coaching, advanced marketing strategies, and a wide array of loan products, we fully equip our loan officers to grow their business and deliver the best results to their clients.

STEP 1: Technology

Our cutting-edge technology cuts out time wasted on back-end paperwork and processing so our loan officers can work more efficiently on driving down the cost of manufacturing and focus on their clients' needs. Some of the technologies are listed below:

  • Virtual Assistant
  • Sun West’s latest and most exciting technology
  • Simply talk to your mobile app and it will do anything that a human assistant would normally do for you (except make coffee). For example:
  • Running DU
  • Analyze paystub, tax returns, and bank statements
  • Sending disclosures
  • Receiving and organizing conditions

  • SeeMyLoanStatusTM
  • Borrowers, Loan Originators, and Real Estate Agents can see the loan status and submit loan documents for review.
  • Customer Support through the entire loan process.
  • Closing Agents, Appraisers, and other parties can submit documents seamlessly.

  • Sunsoft
  • Single stop LOS to originate and close your loan at Sun West.

STEP 2: Coaching

Our loan officers receive ongoing coaching from top national business coaches to help:

  • Generate more lead opportunities.
  • Increase their income and productivity.
  • Get organized and grow their business.

STEP 3: Marketing

We provide our loan officers with the most advanced and innovative marketing tools and strategies for converting leads to loans and creating borrowers for life.

STEP 4: Products

With a wide array of loan products, we ensure that our loan officers are fully equipped to deliver the best results to their clients to meet any and all of their needs. Some highlights below:

  • No Overlays on Agency loans.
  • Credit Scores as low as 500.
  • Expansive product line.
  • Low cost of manufacturing loans.

At Sun West, we understand that the support we give our people is a key fundamental in their success. Hence, we offer unique benefits such as:

  • National Sales Coaching
  • Leading-Edge Technology
  • 24/7/365 Back-End Loan Processing - so that loan officers can focus on the clients and their needs instead of the paperwork.

Sun West provides a powerful combination of coaching, accountability, and synergy with experienced professionals. As we continue to rapidly grow in this unique market, our people grow with us!

Contact me anytime for additional information at [email protected]!

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