February 10, 2023by admin
Auto-populate your own templates powered by Google Docs/Sheets
By integrating with Google Docs & Sheets, you can create your own document templates that pre-fill loan data. Perfect for disclosures, deal sizer, loan summary, loan apps, executive summary, term sheets, closing docs, etc…
February 10, 2023by admin
Your own custom E-signable docs, forms & packages
We can custom create E-sign ready docs that pre-fill based on the data inside the loan file. We can do this for your term sheet, loan apps, closing instructions, and even full loan closing docs.
February 10, 2023by admin
Customizable Credit Memo
Our credit memo module supports borrower background, financials, property/collateral, projections, loan structure, strengths & weaknesses… which can all be populated on a formal credit memo summary.
February 10, 2023by admin
Create & share multiple offers for borrower/broker
Loan requests can be structured in different ways with various lenders or investors, which require a way to create and compare the various loan term options for a borrower to consider.
February 10, 2023by admin
E-signable Term Sheet/LOI, disclosures, agreements
Our doc library comes with many E-signable forms that auto-populate like term sheets, LOIs, loan apps, disclosures, etc…
February 10, 2023by admin
Mortgage Calculators
Built-in calculators help you calculate payments, amortization schedules, etc…
February 10, 2023by admin
Custom workflows with user assigned conditional steps
Workflows keep everyone moving the loan file forward. With conditional logic, the workflow steps can be dynamic based on the loan program, property type, borrower type, credit score, etc…
February 10, 2023by admin
Customizable Pipeline with your Loan Stages
Create unlimited saved pipeline views to see your favorite loan data by various stages, filters, & columns.
February 10, 2023by admin
Internal Loan Programs (typically for investor overlays)
Internal loan programs (aka investor/lender overlays) will overlay additional fields, workflow steps, required docs & loan guidelines inside a loan file. This helps everyone work the file according to the exact requirements of the investor buying the loan or the lender funding the loan.
February 10, 2023by admin
Customizable Loan Programs
You can fully customize existing or new loan programs and set the exact fields, required docs, workflow steps & guidelines accordingly.
