Join The Housing Assistant | A Membership for Mortgage Pros

Streamline Your Mortgage Workflow

Whether you’re a solo mortgage professional or leading a team, The Housing Assistant provides workflow templates, resources, and tools to help you streamline loan processing, stay compliant, and enhance the borrower experience.

Membership for Mortgage Industry

The Housing Assistant was built for loan officers, processors, and housing operations teams. Whether you’re a solo mortgage professional or leading a full department, THA delivers AI-powered tools, proven workflow templates, and on-demand resources to help you streamline loan processing, improve compliance, and close loans faster — all while enhancing the borrower experience.

Compare Membership Tiers

Unlock your success. Discover our complete list of professional templates and guides included with each membership.

Starter Suite

$49.99/ month

Perfect for solo professionals or newcomers seeking essentials and AI-powered support.

Pro Toolkit

$99.99/ month

Built for mortgage professionals who want full access to operational tools, time-saving resources, and on-demand training.

Elite Ops Hub

$199.99/ month

Designed for operations leaders, trainers, and mortgage managers ready to scale performance.

AI-Powered Down Payment & Closing Cost Subsidy Search

Core Resource Library Access

Introductory guides & checklists

Mortgage Industry Newsletter

Regulatory changes, resource drops & THA tips

Unlimited Full Resource Library Downloads

Guides, SOPs, loan docs flowcharts & checklists

Loan Processing Workflow Templates

FHA, VA, USDA, & Conventional Processing cheat sheets

Automated Income Review Worksheets

W-2, Self-employed, rental income formats with built-in logic

Post-Closing & Quality Control Checklists

Ready-to-use templates for Internal Audits & Loan file reviews

THA’s Process Optimization Toolkit

Guides to streamline operations, reduce errors, & improve output

The Training Assistant

A suite of digital courses covering mortgage operations and workflow best practices

1:1 Monthly Strategy Session (30 min.)

Custom support for file reviews, staff training, compliance, or tech integration

Advanced Mortgage Ops Templates

Loan status dashboards, staff SOPs, onboarding tools & KPIs

Compliance-Ready Document Checklists

FNMA, FHLMC, FHA, VA, and USDA-specific audit requirements

Staff Training Aids & Ops Coaching Materials

Role-specific workflows for processors, underwrites, closers & post-closers

Discounted Custom Document Services

Personalized checklist creation, branded internal tools, or team-ready SOP guides

PLEASE NOTE: One login per subscriber. Need more seats? Contact us for a group rate.

Ready to streamline your process and increase your knowledge base.

Contact us today to schedule a complimentary consultation or to learn more about our services. Not sure? We love having you around. Stay and get to know us by joining our newsletter.