Borrower portal
Give borrowers one branded place to apply, review progress, sign documents, and complete requests.
Borrower Intake and Integrations
Provide a world class borrower experience
Platform / Borrower intake
Mortgage borrower intake that starts with a usable loan file
Bring applications into one branded experience, review the file before qualification, and keep Encompass current as the borrower and your team work.
Hybrid borrower experiences, automated online approvals, license-aware routing and TCPA-compliant handoffs, with the file syncing to Encompass.
Application intake
Capture applications from web forms, lead sources, and connected systems without rekeying the file.
Application review
Check applications for missing or conflicting information before qualification and route exceptions for review.
LOS integration
Keep borrower data, loan terms, credit, documents, conditions, and milestones synchronized with Encompass.