Loan and Deal Origination / Point of Sale

Loan Origination / Point of Sale

client-document
End-to-End client journey and digital mortgage application process
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Manage applications anywhere, anytime and on any device being your laptop, desktop or mobile device
lender connectivity
Submit to all lenders
credit-buro
Instant access to applicant data (Credit Bureau, Proof of Down Payment, Bank Statements, CRA Documents, Identity Validation and Verification)
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Deal dashboard and pipeline management
dicument-&-condition
Single location document management (eSign, generate provincial documents, compliance, request automatic documents via portal, manually upload documents and much more ...)
business-inte
Reporting & data mining
push
Third-Party integrations (Equifax and Transunion for credit reports, OPTA for property data, MPP and Canada Life for creditor insurance, FNF for property appraisals, OneSpan for esign, Flinks for proof of income and bank statements, CRA for NOA's, T-Slips and other related documents)

Pay & Compliance

deal-flow
Exponentially increase firm and brokerage productivity
push
Download deal data from all industry origination platforms
multiple-payment
Support for multiple payout models such as splits, flat fees, per deal fees or combination of all of the above​
Team-&-agent
Team and agent level pay (Commissions & Payroll Source Deductions)
expense-1-502092
Process agent expenses
Direct-deposite
Direct Deposit and Pre-Authorized Debit Capabilities
complience
Compliance integration
reporting
Reporting (Including AIR Reporting)

Customer Relationship Management

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Lead management
digital-communication
Task and marketing automation (Email, SMS)
pipeline
Lead and deal flow management
task-management
Task management
syncroizing
Email, contact and task synchronization
reporting
Reporting
Mortgage Broker CRM Solution
Mortgage Broker Website

Corporate and Agent Websites

responsive
Desktop and mobile websites for firms, teams and agents
calculator
State of the art mortgage calculators
mortgage
Client mortgage application capture
seo
Search engine optimization modules
social-media
Social media integration
Cms_Content_management_system_programming_file_gear-512
Content management interface