That’s the overview
Your rules.
Your file, right the first time.
Your file, right the first time.
Runs the first time the processor opens the file — and every time anything changes.
1Every document classified and filed
2Conditions created, documents attached
3A task list for the processor
4Extracted data checked against the file
5LOS corrected in place, compliance run
6One click tells the borrower what’s needed
Nothing reaches underwriting incomplete.
55%more conditions cleared at initial underwriteA national Encompass lender · 46,000+ loans · Q1 2026
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The walkthrough has finished.