A mortgage broker loses applications in the dead time between prequalification and signing. The system answers, prequalifies with your rules, requests and receives documents, and keeps the client informed while the bank decides.
Income, down payment and profile captured with your criteria.
Documents requested and received by chat, with a visible checklist.
The status of every application communicated to the client without calls.
Every signing turns into a request for a review and a referral.
No files left stuck.
At every stage.
After every signing.
By bank and by advisor.
Banks, products, requirements and process.
Stages, the file checklist and communication.
Care, files and follow up.
With your rules and those of every bank you configure; the final decision belongs to the bank.
Encrypted and with restricted access; Vault Mode module by module.
Each one with their own applications; leadership with all of it.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
Schedule a discovery session with your Account Director. Proposal in 24 hours.
Setup in hours · Zero consultants · Operating from your first login