Sizer

Get out of the business of supporting a complex loan sizing process with our consistent MS Excel-based loan sizing engine that integrates financial data with a single repository. It can be used for processing, underwriting, document preparation and closings.

  • “One single source of truth”
  • Seamless transition of due diligence data from originator to underwriter
  • Sizer support for Fannie and Freddie
  • Updated to meet loan program standards

Document Assembly

Underwriting documents take hours to manually produce and organize. Our software automates creation of consistent concept package, committee review documents, underwriter narrative and signature ready client documents.

  • Previous data entry updates are systematically extracted to produce high quality narrative documents and other required forms
  • Solution repopulates and organizes data
  • Facilitates quicker loan committee approval

Underwriter checklist

Stop using Excel spreadsheets that keep critical information in silos

  • Keep all parties up to date on critical activities
  • Realtime view of all checklist updates from staff members and third parties
  • Single view of all checklist status, due dates and expiration dates 

Document Portal

Our document portal allows lenders to win new borrowers while enhancing existing borrower loyalty.

  • Efficiently share documents on a single platform
  • Reduce email and attachments
  • Eliminate redundant requests
  • Quickly view status updates
  • Directly upload requested items
  • Use the portal for vendor access

Dashboard and Reporting

The underwriting process is long and complicated with multiple moving parts. How do you know which loans are on track and what loans are at risk?

  • Client pipeline management reporting tools improve accuracy for making strategic business operating decisions
  • Transparency for all stages of the loan from beginning to end
  • Real time data updates to ensure critical dates for third party reports and other life cycle events are not missed
  • Increase deal counts per employee

Firm Submissions

1 in 5 loans are rejected by HUD because of data inconsistencies, causing 1-month delays on average and firm submission can take 2 days to create

  • Automated firm submission packages
  • Save days of effort per loan with accurate, consistent and expedient assembly of final submission documents
  • 2 days becomes 2 hours