For Mortgage Companies

Loan escrows that close on time — without the data-entry grind

TESS Core is built for mortgage brokers and lenders handling loan escrows. TESS IQ reads lender instructions, payoff demands, and closing disclosures so your processors stop retyping and start closing.

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Why mortgage companies choose TESS

Loan files come in heavy and they come in fast. Your processors shouldn't be stuck typing the same loan number into seven different fields. Here's how TESS helps.

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Built for Loan Escrows

Workflows shaped around how mortgage transactions actually move — from loan submission to docs out to funding to recording — not generic real estate sales.

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AI Reads Your Lender Docs

TESS IQ parses lender instructions, payoff demands, closing disclosures, and wire instructions — and populates your file with the right numbers, every time.

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Catches Errors Before They Hurt

Wrong loan number? Transposed payoff figure? Wire instruction mismatch? TESS IQ flags it before it becomes a funding problem.

Faster File Turnaround

Less time on data entry means your processors can handle more files without burning out. The same team, more deals closed per week.

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Plays Nice With Your Lenders

Whether your lenders email PDFs, share via secure portals, or send through a closing platform, TESS handles incoming documents the way they actually arrive.

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Pipeline Visibility

Know exactly where every loan is in the process. No more digging through files to figure out what's stuck and why.

Is TESS the right fit for your mortgage company?

TESS Core and TESS IQ are built for California mortgage brokers and lenders who want their loan escrows to move faster and cleaner. You're a good fit if any of these sound familiar:

  • Your processors are spending too much of their day retyping data from lender PDFs.
  • You're closing more loans than your current process can comfortably handle.
  • Wire instruction errors and payoff mistakes are eating your time and creating real risk.
  • You want AI to handle the busywork so your team can focus on funding and closing.
  • You'd like a software partner who understands how loan escrow actually works in California.

Let's get your loan escrows moving faster

We're working with California mortgage companies right now to make loan escrows faster, cleaner, and less error-prone. Tell us about your operation and we'll show you exactly where TESS would help.

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