"Ready To Go" Automations

Building automations doesn’t have to be complicated. Our suite of “Ready To Go” automations lets you choose exactly what you need—just add it to your environment, configure a few settings, and switch it on. It’s that simple.

We give our clients, and 3rd Party Developers, all the tools it takes to do everything from customizing existing automations all the way to building your own. Let's be honest, this does require a developer. But we have already built so many of the tools your developer can go really fast.

Empower Your IT Department

Or Let Us Do It For You

Talk to us about our selection of "Ready To Go" automation modules. Most can be installed and configured to your needs with a small amount of customization.

Don't see something you need? Ask us to develop custom automations for you. We would love too.

Some of the "Ready To Go" Automations

If you don't see what you need, check with us. We are always adding more. And we can customize new modules at your request.

Postal Mail Delivery

We can produce LOS docs, or custom docs and get them into the US Postal Service for you without touching a human hand.

Underwriter Automated eSign

Automatically produce Conditional and Final Approval docs that the Underwriter must eSign. We have Conv, FHA, VA, etc..

Everyone has a doc requirement for an obscure loan product where you have to get a certain doc in your eFolder. Let us do it. We will never miss a loan.

Create Docs and Store in eFolder

Soft Credit in Fannie and Freddie

Anyone can pull Soft Credit. But we can connect it to Fannie and Freddie so you can use it all the way to UW Approval. We build fields and processes into your LOS so you won't accidentally close a loan on a Soft Credit.

Investor / Servicing Delivery

We are integrated with 9 Investors and Dovenmuehle (DMI) for servicing file delivery.

We can add as many as you need with customization.

Evaluate a loan for changes in data that require a fresh run of UW Conditions. Manage any obsolete conditions, update documents and tasks. Stop missing conditions because data changed.

Automated Conditions