EXPERIENCES
Push-button simple.
Zero errors.
Highly responsive.
Modernize the lending experience with a leading-edge lending platform that can be customized for brand identity, data integrations, workflows, application logic and much more.

Consumer Experience

CLEAN & VERIFIED DATA

Reduce data entry hurdles and errors by pre-filling info and enabling verification.

  • Import personal profile
  • Look up property information
  • Connect bank and investment account statements
  • Verify income and employment

CLEAR EXPECTATIONS

Messaging and collaboration features that provide transparency throughout the application lifecycle.

  • Get alerts and notifications
  • Track open borrower tasks automatically
  • Monitor application progress and status indicators
  • Easily contact and send messages among all parties

Loan Officer Experience

POWERFUL TOOLS

Establish a quality work environment with a single dashboard for sales and closings.

  • Get alerts, notifications and status indications
  • Add and create of follow-up tasks
  • Send standard and personalized messages to customers
  • Access documents for tasks and analyses
  • Use real-time data verification services
  • Integrate with CRM, LOS, PPE and other services
  • Generate pre-qualification and pre-approval letters

TEAM COORDINATION & OVERSIGHT

Manage teams and analyze business processes and performance.

  • View team, customer, system and operational reports
  • Monitor usage and key performance indicators
  • Organize personnel and teams for defined roles and activities
  • Ensure permissions-based access to features

Customization Editor Experience

MAJOR BUSINESS EFFICIENCIES

Realize the cost and time savings of custom workflow automation.

  • Apply your brand elements to turnkey website solutions
  • Configure business rules to eliminate repetitive tasks
  • Easily make any changes to components, workflows and integrations without the cost and effort of writing code

NEW OPPORTUNITIES

Deploy new marketing channels and product offerings with multiple workflows and sites.

  • Take a test-and-learn approach to experimentation and optimization
  • Set up beta programs for new products and services
  • Create multiple versions of a site for different marketing, sales and distribution channels
Customize an already intuitive lending experience with your workflows and business rules.
We’re here to help you create a single flexible interface to manage your pipeline of applications and orchestrate your workflow with other systems.
Contact us to learn more or test drive.