Create and update loan records from web applications

Your loan application submissions arrive from the website and frequently go unrecorded, causing duplicated work and delayed reviews for loan officers. It captures and routes each application to your loan tracker so officers can triage same day.

Overview

Intake gaps and duplicate submissions slow down your loan operations and waste officer time; this flow reliably records every web application into your loan tracker and alerts the right branch. Loan officers get a complete, actionable record and an email alert within minutes, so triage and decisions happen same day.