Windows
No Installation required, runs in browser
Native support for Apple new non-Intel Notebooks
Adaptive proposal document
Same product, different disbursement comparison
Priroritization of disbursements
Web Calculator to embed in Website
Number of people that can work in one loan at the same time
Unlimited
Number of loans a user can work with at any time
Unlimited
Data loss with concurrent user loan access
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Changes in loans instantly propagate to all users
Milestones to track progress
Semi-automatic underwriting with programmable conditions
Tracks software user actions
Link credit report to financial assessment allowing for intelligent updates
Link lien payoffs to financial assessment
Auto-calculate best compensating factors for financial assessment
"Super-user" that can override fees, rates, principal limit, etc.
"Test-user" that can test product features not available to other users
Interactive Texas closing document review process
Configurable in-application notification
FHA Connection direct interface with document creation
Company self-administration of document packages
Programmable hard-stops prior to pulling docs
User accountability with logging changes
Patented financial assessment worksheet population
Multiple licensing agencies per State supported
State-specific information capturing
Compliance validation of document packages
Regular security shut-downs
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Storage of sensitive data on user's notebook / PC
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Live reports that update with changes in the loan
Reporting actualization
real-time
Multi-spreadsheet Excel export with drill-down
Edit documents such as cover letter
Signature validation using Artificial Intelligence
Average time to generate document package
less than a minute
Auto-recognition of bar-coded documents
Attach letters of explanation to documents
Configurable document export
Direct scan of documents via mobile phone
Configurable counselor list
Integrated document management
Quick search for documents by name
Attach letters of explanation to documents
Documents, such as FHA Connection, credit report, etc. in doc management
Configurable document export
Generation of case binder
Automatic population of eSign boxes
100% completeness of documents (no hand-filling needed)
Automatic routing to different signers such as borrower, NBS, seller...
Automatic handling of POA, Guardian
Insertion of external documents
Full integration with Document Management
Full support for broker - principal agent - lender relationship
Broker compensation calculation based on rate-sheet
Broker-level specific rates and margins for each product
Lender and broker collaborate at same time in same loan
Automatic calculation for over-disclosure of broker comp
Broker compensation validation before pulling documents
Charges and Fees calculated based on the service provider
Fee Aggregation in HUD-1 configurable
Document packages: Sequence, add, remove documents
Settings for key documents such as Privacy Policy and more
Real-time loan export through API
Credit Report with direct transfer into Financial Assessment
FHA Case Number Assignment
Financial Assessment Submission
FHA Insurance Application
