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.
February 10, 2023by admin
Pre-built Loan Programs
We have pre-configured fields, required docs, & workflow steps for many popular loan programs like agency, bridge, fix & flip, DSCR, construction, CRE, SBA, MCA, & Equipment
February 10, 2023by admin
Universal Quick & Full Application Webform (aka Point of Sale)
The quick app web form will ask just enough questions to determine eligibility, and the full app will ask for all the questions needed to complete a loan. Both come with required doc upload & has conditional logic based o n the loan program, property type, State, etc…
