The agentic LOS, Built around your Brokerage.
Your Agent reviews loan information, investigates discrepancies, and coordinates the next steps from intake to lender handoff. Your team shapes how it works.
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The work moves. You stay in command.
Your Agent turns changing loan information into a plan—and carries it forward. It investigates discrepancies, keeps the assessment current, and works through what’s holding up the next step. You decide where it acts and where it asks.
Loan activity
Loan assessment
READY
Updated the assessment with new evidence
Discrepancy investigation
REVIEW
Flagged a mismatch across loan documents
Credit & liability review
PROCESSING
Identified liabilities to reconcile
Financing comparison
PROCESSING
Compared options and their trade-offs
Submission readiness
READY
Identified unresolved submission items
Lender conditions
REVIEW
Matched conditions to supporting evidence
Client calls
READY
Your Agent calls clients to move work forward
Your firm. Your process. Your Agent.
Choose the work your Agent owns. With Firm Memory enabled, it automatically learns and remembers your firm’s working preferences, carrying that guidance into future loans. Your instructions shape how it handles each one.
Responsibilities
Give your Agent a job
Choose its work. As evidence arrives, it revisits the assessment and adjusts the next steps within your permissions.
Your priorities
Changing evidence
Next steps
Your origination workflow.
In one platform.
Applications, documents, credit, financing, and lender coordination—organized around familiar broker workflows.
Collect the application
Bring the 1003 and supporting documents together.
Cross-check the evidence
Compare application answers with the available records.
Reconcile discrepancies
Investigate differences and prepare sourced corrections.
Maintain the assessment
Keep findings and next steps current as the loan develops.
Application & assessment.
The 1003, supporting documents, discrepancy review, and the loan assessment—organized in one workspace.
Credit & financing
Borrower authorization
Credit order
Liability review
Compare loan options
Pricing scenario
Credit & financing.
Authorized credit pulls, liability review, pricing scenarios, and financing options alongside your application.
Lender package
Application and evidence, shared for lender review.
Conditions & updates
Lender coordination.
Lender connections, shared packages, amendments, and conditions through handoff.