 Click here for a video on how Concierge 2.0 works
Concierge 2.0 is exclusive to customers of William Raveis Mortgage.
Click here for instructions on how to create your account.
William Raveis Mortgage Customers who make use of the Concierge Portal will receive the same award winning personal service from our Executive Mortgage Bankers, as well as the benefits of industry leading technology, which include:
Real-time automated loan status updates as loan milestones occur:
• Loan application is submitted to processing by the Executive Mortgage Banker
• Loan application is conditionally approved by an Underwriter
• Loan is ready for closing
Efficient delivery of supporting loan documents:
Securely fax or upload supporting documents directly to loan decision makers.
Access to electronic closing documents
Stay organized after closing by accessing your Concierge Portal, where all of your closing documents will be stored electronically.
When you receive your first email notification, you must set up and activate your account to access the secure web portal. Contact your William Raveis Loan Officer to get started.
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