Manage your loans from application status to post settlement. Manage your loan application pipeline. Manage all your client application documents, email history, what has been sent to the lender and what needs to be sent.
Keep a complete communication history and use our Workflow Process Builder to build your own loan application processes.
Want to send your client fixed rate expiry notices, no problem, our automation can send fixed rate expiry notices to your clients automatically, and schedule tasks for you and your team to follow up. Automation can be switched on or off.