February 10, 2023by admin
Custom Fields & Layout
We can add new fields on demand, which supports displaying in the pipeline, data export, API webhooks, & merge tags for document pre-fill. Designing new layouts inside the loan file can be done at a cost.
February 10, 2023by admin
Branch Portal
Branches represent sales channels of deal flow typically from 3rd parties like correspondents or any affiliate with sub-affiliates. They can login to manage their profile, loan pipeline, brokers, borrowers, etc… They can create & update loans, upload docs and communicate with your back office staff accordingly. We recommend they login under a private labeled version using your company URL & their logo, which populate son their docs.
February 10, 2023by admin
Loan Officer Portal
Loan Officers can login to manage their profile, loan pipeline, brokers, borrowers, etc… They can create & update loans, upload docs and communicate with your back office staff accordingly. We recommend they login under a private labeled version using your company URL.
February 10, 2023by admin
Broker Portal
Brokers can login to manage their profile, loan pipeline, borrowers, etc… They can create & update loans, upload docs and communicate with your back office staff accordingly. We recommend they login under a private labeled version using your company URL.
February 10, 2023by admin
Borrower Portal
Borrowers can login to manage their profile, loans, payments, etc… We recommend they login under a private labeled version using your company URL.
February 10, 2023by admin
1-Click Share Loan Files & Docs with 3rd parties
You can share different versions of the loan file for various use cases like: webforms to gather more info from the borrower or broker via quick or full app, required doc portal, rent roll, & personal financial statement. You can also send read-only versions with attached docs to 3rd parties like title, or lenders & investors.
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.
