Let us automate your forms to simply your process and your clients experience!

Pre-Built Templates

The following templates make on-boarding fast and easy.  If you don't see a template that meets your needs or want to build your own, let us know what you are you looking for.  A template can be created within 24 hours which allows you to change the flow of the questions, create rules based on the answer provided and much more. 

  • Residential Mortgages

  • Commercial Loans

  • HELOC's

  • Fix n Flip

  • No Income

  • Short App

  • Auto Loans

  • Boat / RV

  • Reverse Mortgages

  • Construction

  • Credit Cards

  • PPP Loans

Secure Upload Portal      

Smart Checklist     

Below are just a few of the features that are offered.  Please let us know what you are looking for and we will show you how the system will provide the solution you are looking for or we will make you aware of when the feature will be released.

  • Customized document checklist built with rules (answers drive the checklist)

  • Quick packages to request standard documentation for different programs

  • Secure & easy upload portal for customers to upload their documents

  • Mobile & tablet friendly

  • Cloud Based 

  • White Labeled (private labeled) dashboard with all your company and/or personal information

  • Secure borrower link to send to customers by text, email, post on your website, social media and email signature

  • Status Text/SMS & email notifications for you and your customers which you control the content and frequency

  • Customized documents prefilled documents based on the information that provided by using our magic strings

  • PDF summary report containing all questions asked and the answers provided

  • Dual live access for you and your customer to walk through an application together

  • Secured with 256-Bit Encryption

  • Unlimited levels of access for administrators, managers & processing staff

  • Connect Your Systems allows you to push the data to unlimited systems you currently use (CRM's, LOS's)

  • Open API allows our system to be easily integrated

3612 Lafayette Rd. Ste 12  Portsmouth, NH  03801
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