You will get one private loan file processed from application to clear-to-close
Project details
Most Upwork processors are VAs who learned loans from a checklist. I'm a licensed Massachusetts real estate broker and appraiser with 25+ years in the business, including three years processing exclusively for private lenders. I know what each wholesale program wants in the file before it's submitted, and why a bad mortgagee clause kills a Friday closing. You sell the loan. I do everything after it.
Purpose
BusinessIndustry
Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$200
|
Standard
$300
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 70 days |
Number of Revisions | 10 | 10 | 20 |
Number of Hours of Work | 100 | 100 | 200 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning | - | - | - |
Frequently asked questions
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em
etesh m.
Oct 29, 2025
Real Estate Expertise needed for AI project
About Paul
Private Loan Processor | Hard Money, Fix & Flip, DSCR | US Based
Brockton, United States - 1:40 pm local time
On every file, I handle:
• Entity docs — articles, operating agreements, good standing, EIN letters, in the version each lender accepts
• Rehab budgets tied out in the lender's format before submission
• Insurance binders worked with the borrower's agent so the mortgagee clause clears the first time
• Appraisal ordering and follow-up, because the appraisal is what holds up every close
• Title and attorney coordination through the closing package
• Lender conditions cleared one by one — Kiavi, Roc360, Lima One, CoreVest, Civic, Anchor and other wholesale programs
• Dealing with loan services like FCI
• Construction draws and payoffs on the back side
Why me and not a general VA: I'm a licensed Massachusetts real estate broker and appraiser with 25+ years in the business, including three years processing exclusively for private lenders. I've run brokerage operations, managed an appraisal firm, and built loan servicing workflows for a hard money lending company. I know what a term sheet means, what a draw schedule looks like, and why a bad mortgagee clause kills a closing on Friday afternoon.
US-based, Eastern time, responsive during business hours. English is my first language and your borrowers will hear it on the phone.
Send me one file. If I don't make your life easier by the time it funds, don't send me a second one.
Steps for completing your project
After purchasing the project, send requirements so Paul can start the project.
Delivery time starts when Paul receives requirements from you.
Paul works on your project following the steps below.
Revisions may occur after the delivery date.
Send the file and answer five quick questions
You send the application, term sheet, and anything else you have, plus the lender program, loan type, and property state. I confirm receipt the same business day and flag anything missing before work starts, so there are no surprises mid-file.
I open the file and build the checklist
I open the file, map it to your lender's requirements, and send you a document checklist. Then I start collecting: entity docs, rehab budget in the lender's format, insurance binder with the right mortgagee clause, and the appraisal order.