Sales workflow

The joy of exceeding our clients’ expectations is what drives the Northpointe Bank team. When rush requests crop up, they are treated as an opportunity to wow the client, rather than as a favor to a loan officer.


Northpointe offers great tools to assist you in selling, like online applications and online collection of loan documents through a secure portal.

Proactive underwriting

Bringing guideline experts closer to the client sooner in the process. Loan officers are able to run scenarios by underwriting, gaining real-time answers.

Gather and send documents securely

Sales and operations teams collaborate to get the file to close. Clients have the option to communicate electronically with eSign disclosures.

Final approval

Documentation is reviewed quickly after it is received.

On-time closings

Closing team members work to meet the client’s expected close date, and delivering on those expectations is the number
one priority at Northpointe Bank.

Beyond the close

Internal Northpointe support teams help clients with answers to common questions, like switching insurance and 1st payments, freeing up loan officer time. In addition, automated systems keep clients top-of-mind by sending post close email marketing campaigns.

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