One record, first call to funded
Every step below writes to the same loan record, so the pipeline, the borrower portal, the conditions, and the audit trail always agree.
1 · Start your workspace
Pick a plan, pay by card, and your workspace and admin seat are ready immediately — no sales call, no waiting on approval. Invite teammates from the dashboard and each gets their own seat.
2 · Bring in your leads
Import a CSV from the sources you already buy from, or add leads by hand. Each lead lands in the pipeline with its stage, owner, and follow-up in place.
3 · Quote the same day
Build the scenario, compare against the lender guideline matrix, and send a quote back the same day it came in.
4 · Take the application
Turn the accepted quote into an application without re-keying. Take it live on the phone with a guided script, or send the borrower a secure link.
5 · Collect and verify
Request documents with a clear checklist. Uploads are scanned before release and stored privately. The Income Workbench computes qualifying income on the server so the number is reproducible.
6 · Clear conditions and close
Underwriting conditions carry the guideline they came from, with SLA timers and an approval timeline. Milestones push to the borrower automatically.
What the borrower sees
The other half of the same record.
A secure link from their loan officer — no account setup maze.
Short, guided, saves as they go, resumable on any device.
A colour-coded list: done, needed, urgent. Upload from a phone camera.
Milestone notices and a real name and number for every question.