The Intake & File Control Layer for Modern Banks

Standardize and structure information across all banking workflows — ensuring every file is complete, traceable, and ready for processing.

<span style="font-weight: 400;"></span><br /><strong>The Intake & File Control Layer for Modern Banks</strong>

Online Applications

Guided online applications for all types of loans that increases conversions and simplifies the loan process.

  • Online applications for all types of loans
  • Simple guided application process
  • Ongoing reminders to increase finished applications
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Borrower Portal

Central hub for borrowers to apply for loans and upload documentation keeping the lending process seamless and easy.

  • Supporting document task lists
  • Ongoing borrower reminders keeping them on task
  • Borrowers upload document that clear tasks
  • Provide borrower disclosures
  • Increase conversions with guided process
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Lender Portal

LOs, Processors and Credit Analysts have 24/7 access to the loan pipeline, track borrower progress and manage their borrower files more efficiently than ever.

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