Putting consumers at the center

Our industry-leading application experience uses a conversational interface, embedded services to leverage consumer data, and user-centered design to maximize pull-through rates.

Key Features:

  • Send Loan Proposals through a secure client portal
  • Assign unlimited funding sources per loan
  • Precisely track loan charges and advances
  • Quickly process payments using many flexible options
  • Generate emails for borrower bills and statements with the click of a button
  • You can easily store any document with a fully integrated document imaging and management system
  • Schedule one-time, recurring or event-driven loan reminders
  • Automate numerous tasks including check printing and distribution between funding sources
  • Easily download the latest ARM index rate values directly into the system
  • Escrow administration features meet or exceed RESPA requirements
  • Fully integrated letter writing with Microsoft Word
  • Print, manage and e-file 1098, 1099-INT, 1099-MISC and Canadian T5 tax forms
  • Easily handle loans with default rate interest parameters and conditions.



Enabling omnichannel customer engagement

We provide role-based workspaces for loan teams and bankers. Enable access to the right products and level of guidance by role, so team members can collaborate with consumers and close loans faster.

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