For lenders
Scale your portfolio without scaling headcount.
Automate the workflows that slow down your team. From intake to funded deal, in one connected platform.
Product view
Decision-ready workflow
Application normalized from inbound source
Document requirements matched to credit policy
Agent summary prepared for review
Next best action routed to team
Trusted by commercial lending teams
AMURNMEFSUMMITKEYSTONETIDEWATERHARBOR
Payoff Agent
Payoff requests that do not disappear into inboxes.
Track refinance exits, payoff readiness, and lender coordination from one operating layer.
- Structured payoff request intake
- Status visibility for closing teams
- Clear document handoff into review
Product view
Payoff management
Payoff request received
Loan balance confirmed
Docs queued for closing
Ready for lender review
Secure Portal
Borrower and broker documents in one controlled room.
Replace email attachments with a secure document path that keeps every party aligned.
- Role-based access and upload links
- Document status by deal
- Audit trail for every handoff
Product view
Document collection
Bank statements received
Invoice pending
COI requested
Package completion updated
CertDesk
Insurance compliance checked before it slows funding.
Validate COI requirements against lender policies and flag issues before the finish line.
- Coverage and expiry monitoring
- Lender requirements mapped by deal
- Broker instructions generated automatically
Product view
COI review
Policy number captured
Coverage verified
Expiry date accepted
Funding risk cleared