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Loan Applications

Your application, your questions, your wording. Fully digital, on any device, online or on a phone.

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Loan applications

Your application, your words, on any device.

Assemble your application with drag-and-drop blocks: your questions, your wording, your programs. One intake branches per operation, and a borrower who finds you at 9pm starts at 9pm.

Your questions, your wording: assembled, not coded.

One intake. Then it forks. A manufacturer and a distributor share the start, then get their own tasks.

Found at 9pm, started at 9pm. Whatever is outstanding stays visible, and it is chased for you, not by you.

  1. A lender assembles the application from drag-and-drop blocks: entity structure, operation and sites, program selection, collateral; a paper form can be uploaded and digitized by the AI builder.
  2. One shared intake forks by operation type: a manufacturer and a distributor share the start, then branch into their own questions.
  3. The application goes live everywhere at once: a public link on the lender’s site, individualized invites by text, and the loan officer’s view, where one outstanding item is chased automatically.
And here is the actual screen your team works in
Real screens from the running platform. Hover any one for what it is; click to see it at size.

Your application, not a vendor's

Assemble, test and adjust your loan application in real time with no-code, drag-and-drop templates that control exactly what you collect and in what order. Tailor it across the board by client stakeholder and entity structure, by loan program, or for one individual deal, and run unlimited templates with conditional branching, so a manufacturer and a distributor can share an intake and then fork into their own tasks. If your paper application already works, upload it and the AI builder will generate the digital version of it.

Where your borrowers meet it

  • Put a public application link on your own website, so a borrower who finds you at 9pm can start without waiting for an appointment.
  • Or send an individualized invite link by text or email. Both work; most lending institutions use both.
  • See where applicants spend their time across the flow, so you can find the question that is costing you completions and fix it.

Your loan officers stay in it

  • They can start an application for a client, and pre-fill what you already know from prior files or your CRM.
  • They can watch an application being filled in live and co-browse it, so a site visit ends with a submitted file instead of a to-do list.
  • They can see exactly what is still outstanding on every origination and renewal, and the platform chases the borrower for it so they do not have to.

Learn more about Document Collection, the full Origination process, or read the AI FAQ.

Loan applications

Apply from a phone, or from the office.

Fully digital applications any client can start on any device, with real-time co-browsing support.

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See the platform on your own book of business.

A working demo with your loan programs, your documents, and your workflow, not a slide deck.

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