Operations — ReversePilot Support

All 4 Origination Processing

Creating a HECM loan application

Learn how to create and set up a new HECM loan application in ReversePilot, from initial loan creation through borrower and property information entry to final review and submission.

Origination 8 min 2026-06-05 →

Submitting an application for processing

Learn how to submit a loan application from origination to processing, including pre-submission requirements, the submission workflow, and how to track your application's progress through our system.

6 min 2026-06-05 →

The HECM origination workflow, step by step

A stage-by-stage reference for how a HECM moves from counseling through funding, and the conditions that most often stall a file at each stage.

Origination 8 min 2026-07-29 →

Processing a loan: the processor workflow

A step-by-step guide to the loan processing workflow in ReversePilot, covering document collection, data verification, third-party services, and pre-underwriting quality checks for HECM applications.

Processing 12 min 2026-06-05 →

Showing 4 articles in Operations

Was this category helpful?

Tell us whether these articles helped you find the right answer.

Can't find what you need?

Try the full knowledge-base search across all categories, or check our community discussions for unofficial tips.

Search all categories →

Still stuck?

Open a ticket and a senior engineer will pick it up within SLA - no tier-1 deflection.

Submit a ticket →