Accelerate Your Path to Closing

Table · Cases

The hub of the app: every loan file from first lead to post-close, with its status, assigned manager and age, so staff always know where each case stands.

• 7 fields · 8 recs
• 1 text
• 2 select
• 1 rich_text
• 1 connection
• 2 equation

Table · Clients

Borrowers and co-borrowers on each case, with the contact details that drive questionnaire delivery and portal access.

• 6 fields · 7 recs
• 1 name
• 1 email
• 1 phone
• 1 select
• 1 connection
• 1 equation

Table · Questionnaires

Digital questionnaires sent to each client on a case so borrowers answer online instead of over email, with completion tracked back to the manager.

• 9 fields · 17 recs
• 1 text
• 1 select
• 1 date
• 1 long_text
• 3 connection
• 2 equation

Table · Property Information

The subject property on each case: address, property type, occupancy and purchase price or value, so appraisal, title and closing all work from one record.

• 5 fields · 2 recs
• 1 address
• 1 select
• 1 currency
• 1 radio
• 1 connection

Table · Loan Details

Loan amount, rate, term and key dates for each case, with the interest rate masked from borrowers by row-level security.

• 7 fields · 2 recs
• 1 select
• 1 currency
• 2 number
• 1 date
• 1 connection
• 1 equation

Table · Documents

Every requested and uploaded file such as paystubs, W-2s and IDs, classified by AI on upload and tied to both the case and the client who supplied it.

• 6 fields · 2 recs
• 2 select
• 1 files
• 1 rich_text
• 2 connection

Table · Conditions

Underwriting conditions that stand between a file and clear-to-close, each with an owner and due date so nothing slips into closing week.

• 5 fields · 2 recs
• 2 select
• 1 date
• 2 connection

Table · Tasks & Milestones

Milestones and to-dos on each case, including the trailing-items tasks created automatically the moment a loan closes.

• 5 fields · 2 recs
• 1 text
• 2 select
• 1 date
• 1 connection

Table · Communication Logs

A running log of every call, email and note exchanged on a case, stamped with the channel and time, so anyone picking up the file can see the full conversation history.

• 5 fields · 1 recs
• 1 select
• 1 text
• 1 rich_text
• 1 date_time
• 1 connection

Table · QC Findings

Quality-control audit findings logged against a case by a reviewer, so compliance issues are tracked to resolution.

• 5 fields · 1 recs
• 2 select
• 1 radio
• 2 connection

Table · Closing/Post-Close

Closing date, closing status and closing notes for each case, and the record the daily risk sweep checks for loans closing within 7 days that still have open conditions.

• 4 fields · 1 recs
• 1 date
• 1 select
• 1 rich_text
• 1 connection

Table · Client-Case Information

Supplementary details and follow-up notes attached to a specific document, such as what was requested, its status and the date it is due back from the borrower.

• 5 fields · 0 recs
• 1 text
• 1 rich_text
• 1 select
• 1 date
• 1 connection

Table · Property Customer Relations

Links a client to a property with the nature of the relationship, its status and key dates, for cases where a borrower is tied to more than one property or a property to several clients.

• 7 fields · 0 recs
• 2 select
• 2 date
• 1 long_text
• 2 connection

Role · Internal Staff

Consolidated staff role for case managers, processors and underwriters who work their assigned pipeline day to day.

• 5 users

Role · Administrator

Full access to every case, user and dashboard for owners, operations leads and system admins.

• 4 users

Role · Loan Officer

Originates loans and owns the borrower relationship from lead through application.

• 2 users

Role · Loan Officer Assistant

Gathers early documents and keeps borrowers moving on behalf of a loan officer.

• 2 users

Role · Processor

Verifies documentation and orders appraisals and title to get the file ready for underwriting.

• 2 users

Role · Senior Processor

Handles complex files and oversees the processing team's compliance before submission.

• 2 users

Role · Underwriter

Reviews risk and creditworthiness and issues conditions or approvals on submitted files.

• 2 users

Role · Underwriting Manager

Leads the underwriting team and handles escalations and final decision authority.

• 2 users

Role · Closer

Prepares closing packages and clears prior-to-funding conditions so loans close on schedule.

• 2 users

Role · Post-Close Specialist

Owns the file after funding, chasing trailing items and preparing it for secondary-market delivery.

• 2 users

Role · QC Reviewer

Audits closed files for accuracy and regulatory compliance and logs QC findings.

• 2 users

Role · Borrower

Portal access for the primary applicant to upload documents, answer questionnaires and follow milestones on their own loan only.

• 3 users

Role · Co-Borrower

Portal access for the secondary applicant to supply their own documentation and view shared loan progress.

• 2 users

Role · Partner

External access for referral partners and title contacts to track milestones on shared files without calling for status.

• 3 users

Role · Title Contact

Lets title company representatives upload commitments and closing protection letters and coordinate signing dates.

• 2 users

Workflow · Case Manager — Auto-Generate Questionnaires

One click from a case sends a personalized questionnaire to every client on it and emails each of them a link to complete it.

• 1 step
• on Cases

Workflow · Case Manager — Completion Notification

Tells the assigned manager the moment a borrower finishes a questionnaire so the file keeps moving.

• 1 step
• on Questionnaires

Workflow · Intake: Generate Initial Requirements

Requests the right opening documents automatically when a case is created: a purchase agreement for purchases, a mortgage statement for refinances.

• 1 step
• on Cases

Workflow · Document Upload: Notify & Classify

When a borrower uploads a file, AI identifies what it is and the manager is notified, so no upload sits unnoticed.

• 1 step
• on Documents

Workflow · Underwriting: Notify on Submission

Alerts the underwriting queue as soon as a case is submitted so review starts without a hand-off email.

• 1 step
• on Cases

Workflow · Risk Monitoring: Closing Deadline Check

A daily sweep flags any loan closing within seven days that still has open conditions and sends an urgent risk alert to the team.

• 1 step
• on Closing/Post-Close

Workflow · Post-Close: Trailing Items Generation

Creates the post-close trailing-items task automatically the moment a case is marked closed, so nothing is forgotten after funding.

• 1 step
• on Cases

Email · New Questionnaire Alert

Action Required: New Questionnaire for Case {case_name}

Email · Document Request

Action Required: Missing Documents for {case_name}

Email · Milestone Reached

Great News! Milestone Reached: {milestone_name}

Email · Condition Issued

Urgent: Action Required on Your Loan Condition

Email · Closing Risk Alert

CRITICAL: Closing Risk Alert - {case_name}

AI agent · Mortgage Assistant

An AI assistant that can look up and update cases and clients, trigger questionnaires and send emails on request, so staff can work the pipeline in plain language.

• 9 tools

Import · Bulk Case Import

• from Cases
• 5 fields

Export · My Active Cases Export

• from Cases
• 5 fields

Export · Case Clients Export

• from Clients
• 5 fields

Export · Pending Questionnaires Export

• from Questionnaires
• 4 fields

Page · Login

Page · Sign Up

Page · Profile

Page · Sample Page

Page · New Page

Relationship

Clients connects to Cases through "Case".

• Clients
• Cases

Relationship

Questionnaires connects to Cases through "Case".

• Questionnaires
• Cases

Relationship

Questionnaires connects to Clients through "Client".

• Questionnaires
• Clients

Relationship

Property Information connects to Cases through "Case".

• Property Information
• Cases

Relationship

Loan Details connects to Cases through "Case".

• Loan Details
• Cases

Relationship

Documents connects to Cases through "Case".

• Documents
• Cases

Relationship

Documents connects to Clients through "Client".

• Documents
• Clients

Relationship

Conditions connects to Cases through "Case".

• Conditions
• Cases

Relationship

Tasks & Milestones connects to Cases through "Case".

• Tasks & Milestones
• Cases

Relationship

Communication Logs connects to Cases through "Case".

• Communication Logs
• Cases

Relationship

QC Findings connects to Cases through "Case".

• QC Findings
• Cases

Relationship

Closing/Post-Close connects to Cases through "Case".

• Closing/Post-Close
• Cases

Relationship

Client-Case Information connects to Documents through "Document".

• Client-Case Information
• Documents

Relationship

Property Customer Relations connects to Property Information through "Property".

• Property Customer Relations
• Property Information

Relationship

Property Customer Relations connects to Clients through "Client".

• Property Customer Relations
• Clients