Trade management: Seamlessly manage every aspect of your batch loan trades, including fees, loan criteria, and commitment authorities… all from a single location
Conditions and document management: Easily add loan conditions for each of your purchase transactions, and receive automated notifications when your sellers upload required documents
Contact management: Manage and communicate with all your customer contacts from a single location
Lock desk management: Seamlessly manage your lock desk policies, hours of operation, and overnight protection policies, and notify sellers when your policies change
Configurable workflows: Build customized loan acquisition workflows for your users and external customers so you can manage your business your way
Management by exception: Filter loans across your entire pipeline against hundreds of variables, so you can focus on the highest priority items
Workflow automation: Save time and eliminate errors with user persona restrictions and automated data validation rules, alerts, customer communication, and more
Resources

"To me, this feature is a no-brainer. I don’t understand why any mortgage company or investor wouldn’t want it. It’s an easier, more secure way to accurately transfer data— and it works."
Eric McCallVP, First Home Mortgage