Mortgage & Home Lending
One lending experience. Every home loan product.
Guide borrowers, collect the right documents, and give lending teams a clearer view of every file.
Purchase Application
#MTG-10284 · 123 Maple Street, Austin, TX
12 of 18 required documents67%
DocumentStatus
Purchase AgreementComplete
Pay Stubs (2 years)Complete
W-2s (2 years)Complete
Bank Statements (2 months)Missing
Asset StatementsNot Required
Borrower Portal
Upload documents, track progress, and stay informed.
Purchase AgreementUploaded
Pay StubsUploaded
W-2sUploaded
Bank StatementsPending
Photo IDUploaded
Configured to your product mix, not ours. Add or retire a product without a development project.
Purchase
Refinance
Construction
HELOC
Home Equity Loan
01 · Guided Borrower Intake
Make it easy for borrowers to get started.
A simple, guided application experience that collects the right information and documents for each loan type.
Product-specific document checklistsAutomatically tailored to purchase, refinance, construction, HELOC and more.
Multiple intake methodsBorrower portal, email, upload, or third-party integrations.
Configurable requirementsMatch your policies and investor guidelines.
Application forms filled in automaticallyURLA forms are populated from borrower information using the latest templates, so nothing is entered twice.
1Loan Info2Borrower3Property4Assets & Income5Declarations6Review
Purchase Application
Tell us about the property and loan details.
Property Address123 Maple Street, Austin, TX 78704
Loan PurposePurchase
Estimated Purchase Price$ 400,000
Down Payment$ 80,000 20%
Loan Amount$ 320,000
Property TypeSingle Family
Document Checklist4 of 8 completed
Purchase AgreementUploaded
Pay Stubs (2 years)Uploaded
W-2s (2 years)Uploaded
Bank StatementsPending
Asset StatementsPending
Photo IDUploaded
Gift Letter (if applicable)Not Required
Homeowners InsuranceNot Required
02 · One Clear View for Loan Officers
Keep every file on track.
See what's complete, what's missing, and what needs attention, all in one place.
Real-time file completenessInstantly see outstanding items across all loans.
Clear ownership and activityKnow who's responsible and follow the latest updates.
Portfolio visibilityTrack pipeline status and reduce follow-ups.
Borrower / PropertyLoan TypeLoan AmountCompletenessStatusLast Activity
LB
Purchase$320,000In ReviewOct 12Laura Bennett
123 Maple Street
ML
Refinance$450,000In ReviewOct 11Michael Lee
45 Oak Drive
PS
HELOC$150,000Needs ItemsOct 10Priya Shah
78 Pine Lane
RK
Construction$650,000In ReviewOct 9Robert Kim
56 Lakeview Dr
JA
Home Equity$200,000Ready for LOSOct 9Jennifer Adams
901 Cedar Blvd
03 · Prequalify Earlier
Help borrowers move forward with confidence.
Provide an instant, soft-pull prequalification to give borrowers a clearer picture of their options.
Soft pull prequalificationEstimate purchasing power without a hard credit pull.
Configurable loan product optionsShow eligible programs based on your guidelines.
A smoother borrower experienceSet clear expectations from the start.
Prequalification (Soft Pull)Estimate Only
Give borrowers an early indication of their purchasing power without impacting their credit score.
Annual Income$ 95,000
Monthly Debts$ 1,200
Requested Loan Amount$ 320,000
Loan Term30 years
Estimated Purchase Power
$425,000
$350K$500K
This is an estimate only and does not constitute a credit decision. Actual loan amount, terms and rates may vary based on full underwriting and credit review.