Industries Banking Mortgage

Focus more on your customers and less on document management.

Enhance and automate your entire mortgage process – from origination to post-close to correspondent lending/servicing  – allowing you to close more loans faster with fewer resources.

Mortgage Lending Software

Mortgage Loan Origination


Correspondent Lending/Servicing

Mortgage loan Origination Software

Mortgage Loan Origination Software

Our Mortgage Solution integrates seamlessly into your existing loan origination system to streamline and speed up the origination process. It adds intelligence and workflows to each loan ensuring underwriters evaluate loans faster.  It does this through various features including:

  • Visual tags: Originators and processors can tag loan documents to visually identify where documents are in a process (e.g. “waiting for signature”) or any document-specific decisions or exceptions.
  • Bookmarks: Users can bookmark extracted data for future one-click access. For example, a user can bookmark a page as “First Payment Date” so if someone in post-closing needs to see that date, they can click on the bookmark which will take them directly to that document page.


With our Mortgage Solution, lenders can quickly finish up the post-close process and sell loans to the secondary market or onboard into servicing faster. Since the secondary market often drives priorities, our solution allows for ad-hoc prioritization and more.

This means financial institutions can change teams’ priorities for short-term prioritization on a monthly, weekly and even daily basis.

Mortgage Post Close Software
Loan Correspondent Lending/Servicing software solutions

Correspondent Lending/Servicing

The number one challenge with correspondent loans is validating documents against data. Many organizations perform this process with the stare-and-compare method. However, comparing countless documents to collected data is grueling and error-prone. We offer a different approach by turning your business policies into automated workflows.  

  1. An optical character recognition capability extracts key data from documents.
  2. Documents and loan data automatically run through your business policies, perform a comparisons and flag exceptions if found. Instead of wasting employees’ time reviewing information that’s wrong and right, the software reviews everything and they only have to spend time looking at and resolving incorrect information.
  3. It presents the user with a prioritized list of exceptions.

This makes servicing a standardized process so your organization can apply policies faster and more accurately and easily remediate exceptions.

Download Data Sheet 

Purchase-Portfolio Performance

Dashboards can show things like how well your loans conform to policy. It classifies exceptions to provide guidance on which loan packages cause more exceptions. This also produces great training opportunities for sellers and branches.

Pipeline Reports

See what your team is working on today, tomorrow and the next day. This kind of view and information provides managers with a way to adjust workloads and perform ad-hoc prioritization.


Exception Categorization

Categorize exceptions based on level of difficulty so exceptions go to employees with the appropriate skill level. This makes exceptions faster to resolve so employees are more productive. It also permits an organization to leverage their full range of employee skill levels.

Comment Feed

Easily ensure your team is up to date with the latest client interactions from a built-in comments feed. Add intelligence to each loan so anyone can pick it up, read the conversation log, and have full understanding about its evolution.

Talk with one of our banking experts.