February 10, 2023by admin
HMDA Reporting
HMDA Reporting is included within every loan file if you need it. Exporting the HMDA data for your specific loan file that need it is also included.
February 10, 2023by admin
Employee Productivity
We have a detailed Employee Productivity log, show # of logins, assigned tasks, updated files, etc… within a given period of time.
February 10, 2023by admin
Detailed Loan Level Audit Log & History
The activity log shows real-time activity for loans being created, docs getting uploaded, docs getting E-signed, etc… Inside each loan you can view its detailed history of actions by all users.
February 10, 2023by admin
Loan Servicing Report
(Coming Soon) Export specialized reports for loan servicing purposes that have all the payment details of every loan. FCI integration coming soon, where you can see in real-time all loan payments for loan in servicing.
February 10, 2023by admin
Billing/Commission Report
Inside each loan is a billing & commission module to track money owed or payable as commissions, broker points, etc.. The reporting module will summarize all money paid & owed in canned reports.
February 10, 2023by admin
20+ filters to export custom CSV reports with 100+ columns
The loan pipeline comes with 20+ filter options to search loans by program, status, substatus, workflow steps, assigned users, idle time, closing data range, etc… You can export the loan data from your search results into custom reports for closed loan reports, servicing onboarding, draw reports, loan tapes, etc… Save various pipeline views to check on certain types of loans in various stages.
February 10, 2023by admin
Custom Integrations
Custom Integrations can be pretty complex and the time it takes to scope out the details and do the actual integration can vary greatly, especially around the UI/UX. We like to reserve these types of Custom Integrations for enterprise clients.
February 10, 2023by admin
Open API to create loans
Our Open API for create loans allows you to create loans from 3rd party tools like custom webforms (jot form) , or lead vendors like CIX.
February 10, 2023by admin
Webhook loan data out to 3rd party systems
Our webhook tool pushes loan data to any 3rd party that support webhooks, like Zapier. Zapier is a powerful bridge between 1000’s of web based software tools & platforms.
