Point of Sale

The eqLend Point of Sale (POS) can be used as a standalone solution or seamlessly bundled with powerful tools like Automated Underwriting and Document Data Scraping. Either way, you get a POS purpose-built for operational efficiency.

Unlike traditional POS systems that simply collect applications and upload documents, eqLend POS is a full extension of the eqLend Tasking System. Lenders can assign custom tasks for borrowers—such as entering supplemental data, completing self-service pre-qualifications, signing tailored explanation letters, and much more.

But the true power emerges when bundled.

When paired with eqLend’s Automated Underwriting, the system automatically updates the Borrower Needs List and facilitates document collection. Each borrower upload triggers a corresponding Document Review task in the eqLend Dashboard, routed to the appropriate employee roles designated by the lender.

Combine that with our Document Data Scraping technology, and eqLend takes automation even further. Borrower uploads are routed directly to our scraping partner. Then, AI-driven rules analyze the extracted data to perform a smart, automated review—accelerating your workflows with zero manual effort.

Features:

• eSign Disclosures

• Send/Request Docs, Custom Doc eSign

• Borrower Pre-Approval Letters

• Co-Pilot Borrower Screen Sharing (Optional)

• Apple, Android Mobile Apps (Optional)

• Realtor Portal

• Borrower Needs List Automation

• Updated every Encompass Save Button

• Auto Borrower Doc Collection Emails

• Document Review Tasks in Dashboard

• Encompass Embedded Management

• See Borrower Progress

• Send Back to Borrower

• Start in Encompass, Edit in POS, Edit in Encompass. 100% Bi-Directional

• Set Skip 1003 / Send to Dashboard

• 1003 Full TRID 2020 Compliant

• Up to 6 Borrowers

• Separate and Secure Apps

Native Mobile Apps

Enhance the Borrower Experience with Native Mobile Apps
Optionally add fully native Apple and Android apps to give your borrowers a seamless, on-the-go experience.

Realtor-Friendly Access
Realtors can collaborate on loans they’ve been invited to and even send invitations to borrowers to start an application—keeping deals moving without delays.

Power in Your Pocket for Mortgage Teams
Your staff gets the complete eqLend Employee Portal right on their phones, including the Task Dashboard, eFolder access, document uploads, and full 1003 view/edit functionality—so they can manage loans anytime, anywhere.

Loan Officer, Employee, Realtor Portal

The eqLend Portal dynamically adapts to each user’s role, making it easy to share the workload across Sales, Processing, and even Buyers’ and Sellers’ Agents.

Invite Borrowers and Realtors

Your realtor partners get their own Pipeline and can see a skinny version of the data. They can see tasks assigned to them and upload doc. You can even send docs to Realtors and have them eSign custom docs targeted to them.

Fill out the 1003 Directly in the Portal

Write a short text about your service. Highlight key benefits for potential clients.

Send Borrowers an Invitation to the POS

On Web or Mobile, easily invite your Borrower to your POS.

Communicate with Email, Text and Push Notifications

You are in full control over the messaging, timing, content and recipients.

Build In Loan Level Updates

There are 28 built in loan level updates for the Borrower, Mortgage Employees and the Buyers and Sellers Agents.

Customize them to suite your needs.

Manage Your Content

Edit your own email, text and mobile push content. We don't charge you extra money or make you wait for custom work.

Loan Officers control the messaging and employees like your Processor can Opt-In to what they want to be copied on.

Subscribe to Communications

Collaborate With CoPilot

Start an online screen sharing collaboration with your Borrower. This is an optional service with an additional cost.

Help You Borrower With The App

Build rapport while filling out the application. This is a great way for the Loan Officer to get a higher quality application, answer the Borrower's questions and really understand their needs.

Great on Mobile Devices

You can highlight, draw pictures, or type for your Borrower.