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BrokerOS

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BrokerOS is a CRM platform that streamlines mortgage brokerage operations by integrating file management, document processing, and workflow automation into one system. It offers sixteen features tailored for mortgage workflows, including tools for income verification, credit analysis, and downpayment tracing. Document management is enhanced with an integrity scanner to detect alterations, an ID scanner for extracting client details, and tools for organizing, renaming, and compressing files. The platform performs real-time mortgage calculations, such as payment amounts, debt service ratios, and loan-to-value ratios, and includes a scenario generator for comparing lender options. Security is ensured with AES-256 encryption, role-based access controls, and audit trails, while data export functionality allows retrieval of client information and transaction history.

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