General Capabilities

Optimized for PC, tablet, and mobile

Unlimited cloud storage

White-labeled with your branding and color scheme

Rapid onboarding (be live in hours or days not weeks!)

White-labeled company and loan officer landing pages with Apply Now and returning borrower links

Lender Portal

Borrower pipeline view

Team collaboration & borrower file management

Ability to create custom tasks for any Borrower (Premium only)

Role-based permissions (Admin, Manager, LO, etc.)

Secure messaging & chat

White-labeled Borrower notifications (in-app, email and SMS)

Real-time reporting

Smart 1003 Application

Question flow changes based upon Borrower responses

Frictionless form completion

Collection of Credit Check Authorization

Borrower Loan Dashboard

Integrates with your pricing engine

Auto-refreshing loan options in response to Borrower answers

Borrower Pre-qualification

Support for multiple Borrower flows

Interactive Loan Analyzer

Borrower Affordability Report

Borrower Portal

Smartphone camera forms capture

Disclosures and e-signatures

White-labeled Borrower email notifications

Borrower task management

Smart document upload

Secure messaging & chat

Supported Integrations

LOS

Product & Pricing Engine (PPE)

Asset Verification

Income Verification

Docs & Disclosures

CRM

Others...