American Pacific Mortgage | Mortgage Loan Origination and Mortgage Loan Processing Case Study | TeamworkIQ

American Pacific Mortgage

Ultra-Efficient Loan Pipelines for Mortgage Production, Processing and Operations Teams

Shorter turn times for Origination and Processing Teams

Teams organized as “LO, LOA, and Processor” or as “Loan Assembly Lines” with many specialized roles get things done up to 4x faster with TeamworkIQ.

Eliminate the Time Your Teams Waste Trying to Coordinate Work by Email

Without smarter collaboration systems, teams find themselves drowning in email. TeamworkIQ’s smart, task-based-workflows turn wasted into productive time for everyone on the team.

Say Goodbye to Costly Mistakes

Coordinating loans by email, or tracking loan status manually on spreadsheets inevitably leads to missed steps and costly mistakes. TeamworkIQ not only tracks everything you want it to track, it prioritizes what needs to get done and keeps those priorities top-of-mind for each team member until they are done. Nothing falls through the cracks.

We quadruped our production and processing with TeamworkIQ.
Charlie Christensen
Branch Manager and Sr. Loan Officer
American Pacific Mortgage / Equity Mortgage Group

It coordinates every step of our “Lead to Loan” processes, tracks key details, documents and deadlines and saves everyone countless hours every day. We now produce four times the volume and things no longer fall through the cracks.


  • Prioritized, Actionable Follow-Up on New Opportunities
    Makes sure prospective borrowers get timely attention and follow-up from sales teams so that no lead gets left behind.
  • Efficient, Error-Free Set Up, Order Out and Processing
    Makes sure the right docs get requested and ordered–And make sure they actually get received by your target timeline. Every document request and order out gets tracked with actionable tasks and reminders to assure nothing falls through the cracks. Eliminates costly errors when important details get missed.
  • Adaptable to the Preferred Processes and Team Structures at the Local Branch, Division or Region.
    Enables Mortgage Teams to work the way that best suits their target markets and team structures. TeamworkIQ supports both classic LO, LOA, Processor team models as well as loan assembly lines with many specialized roles”. Different teams, divisions or branches can use different processes while headquarters can still get visibility into operations and common points of integration with core systems.
  • Eliminates time wasted tracking down info in emails or asking other team members about the status of the loan, its documents, details and deadlines.
    Gets mortgage teams literally working together from the same page for each loan. Real-time status updates, integrated chat messaging, automatically prioritized tasks and reminders, and visibility into all loan details enables everyone to get things done right, get things done faster with less communication delays, missed messages and wasted time.

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TeamworkIQ is more than task-based workflows. It’s a simple, smart, and affordable business process management and process automation platform that makes mortgage teams ultra-efficient, can track any or every detail of the loan, and makes sure nothing falls through the cracks. How?

From LOs and LOAs to Processors and Underwriters, everyone uses checklists to make sure things gets done right. Checklists are easy to create, easy to understand, and easy to use. However they are often created for one person’s needs and do little to enable the whole origination team to work together more efficiently. Now imagine an online, ultra-productive, collaborative checklist that coordinates every step of the process for every origination team member and integrates with your CRM+POS+LOS.

Sound efficient? It is. Here’s the proof…


  • 280% more revenue
  • 4x loans processed
  • 85% of time shifted from cost centers to profit centers
  • Elimination of costly errors and missed steps
  • Results in under 30 days
  • $0 added headcount
  • 8 hour implementation timeline

Team members also reported feeling less stressed than before since they knew TeamworkIQ was tracking all the details for the loan, start to finish so that nothing fell through the cracks.

APM Branch Manager, Charlie Christensen calculated “the first deal we closed paid for TeamworkIQ for 10 years,” a roughly 10,400% ROI before including payroll savings.

Get a demo. Take a test drive.

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All-time low interest rates have meant high demand for refinanced and new home loans. Organizations who lack the systems to capitalize on the high-volume market have struggled to scale their operations to serve more clients. Hundreds of details must be tracked for each loan. Origination teams must work efficiently together and not lose track of priorities, next steps, documents, and action items. Information is scattered across CRM, POS and LOS systems making it difficult for teams to know the status of the loan without having to hunt down details in various places. And trying to scale operations by hiring more Loan Officers, Assistant or Processors costs more and requires lots of time and training.


What if you could service more clients and process more loans by making your existing team ultra-efficient and scale without having to hire more people or outsource services? That’s exactly what a division of American Pacific Mortgage achieved with TeamworkIQ. TeamworkIQ’s simple process management, smart task coordination and automated workflows enables origination teams, LOs, LOAs, and Processors to significantly boost team productivity and produce results commensurate with those of a larger team.

What does it cost? TeamworkIQ multiplies the productivity of your team and can save them hours of time everyday. However, TeamworkIQ costs less than 1% of a full-time team member. Get a quote for your organization.


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