Enterprise verification.
Zero bloat.
We stripped away the complex features built for massive mortgage corps. Verify income, track conditions, and manage your pipeline from one clean, automated dashboard.
Stop collecting W-2s via unencrypted email.
Send borrowers a secure, passwordless 'Magic Link'. They can drag and drop their sensitive financial documents directly from their phone or computer into your pipeline.
- Bank-grade AES-256 encryption for all uploads
- No borrower passwords or account creation required
- Files route directly to the specific loan condition
Let AI read the bank statements.
Drop a 50-page PDF into the engine. Our backend automatically identifies the document type, extracts critical income figures, and flags missing or illegible pages.
- Instantly parses W-2s, Paystubs, and Tax Returns
- Highlights missing pages in large PDF stacks
- Extracts data to standard CSV or JSON formats
Know exactly where every deal stands.
No more losing files in folder trees. View your entire active pipeline on one screen. See which deals are waiting on the borrower, which are in underwriting, and which are Clear-to-Close.
- Drag-and-drop deals between pipeline stages
- Color-coded alerts for aging or stalled files
- Filter pipelines by lender or loan type
Never miss a missing signature.
Build standard condition lists for your loans. The system cross-references uploaded documents against your list and automatically alerts you—and the borrower—to what is still missing.
- Auto-send reminder emails for missing documents
- Track standard conditions (e.g., 'Requires wet signature')
- Export a clean, fully-audited package for the lender
The details that matter.
We sweat the small stuff so you don't have to. Every feature is built to save you clicks and get files cleared faster.
Encompass / CSV Export
Export clean data and properly named PDFs ready for direct upload into your lender's portal.
Co-Borrower Support
Easily link spouses or business partners to a single loan file and track their documents separately.
Smart Global Search
Find any borrower, loan file, or condition instantly. Just type a name or loan number and hit go.
Secure Vault Archiving
When a deal funds, move it to the secure archive. Keep your active pipeline clean while maintaining compliance.
Borrower Audit Trail
See a timestamped history of exactly when a borrower viewed your portal or uploaded a file.
Stalled Deal Alerts
The dashboard highlights files that have been waiting on conditions for more than 48 hours.
Ready to clear conditions faster?
Join the independent brokers who are cutting their file intake time in half. Start your free trial today.