Welcome Aboard

We are excited to have you join our team at Angel Oak Mortgage Solutions!
And yes, we mean team because we are ALL here to help YOU succeed.

ASK A QUESTION

At Angel Oak we prioritize our customers and efficiency.

Please contact your AE and AM with all of your questions when working with us. #Team!

You are paired with your own experienced Account Executive and their dedicated Account Manager to ensure we deliver the best service levels.

Master the key steps and the important tools & resources below to hit the ground running. #Success!

You will reap the benefits of the investments we pour into making your entire experience efficient from marketing to prospects all the way to the closing table.

FIRST THINGS FIRST

Anyone working on loans in our portal will need their own, unique login. A portal login also grants you access to our free, unbranded marketing materials.

To obtain portal access for yourself or another user:

Click Here

THE KEY STEPS TO SUCCESS

Carefully curated to prime you for success right out of the gate!

Using the 80/20 rule, we identified the key steps in the loan process that guarantee quicker and greater success when properly executed.

Master these steps to speed up the loan process and shed days off the back end.

Our most successful brokers mastered the key steps below. They know getting these fundamentals right yields the greatest impact for themselves and ultimately the borrower.

NAVIGATING THE PORTAL

Familiarity with our portal is essential for the best experience.

Download The Guide

Submitting Conditions

SUBMIT AS MANY CONDITIONS AS POSSIBLE THE FIRST TIME

The most successful loan officers know that taking an extra day to submit conditions in order to include as much information as possible the first time saves them days on the back end.

1003 Application

TAKE THE TIME TO FULLY COMPLETE THE 1003 APPLICATION

Any missed data point always reappears later in the process, only to halt or potentially kill the deal. Be thorough!

IMPORTANT TOOLS AND RESOURCES

QUICKQUOTE

Get potential rate and loan options in real time. Make QuickQuote your go-to tool and add it to your mobile’s home screen.

Add To Phone

MARKETING MATERIALS

Approved brokers can access our
unbranded flyers, whiteboard videos,
presentations, and social media posts.

QUESTIONS?

Remember to leverage your Account Executive and Account Manager relationship!
They are dedicated to your success.

866.352.8394 | [email protected]