Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool
Document Management
Store files for easy access and retain copies of documents through either built-in features or integration with document management software.
Contact Management
Stores client information and history in a centralized database with search functionality
Loan Services (4)
LOS Integration - Mortage CRM
Easily integrates with loan origination solutions
Alerts - Mortgage CRM
Facilitates the creation and maintenance of relevant notifications for important dates
Lender Relationship - Mortgage CRM
Facilitates communication and relationship nurturing between lenders and loan officers
Compliance - Mortgage CRM
Facilitates or integrates with tools that ensure loan compliance
Client Management (3)
Contact Management - Mortgage CRM
Stores and manages contacts, leads, and prospects
Real Estate CRM - Mortgage CRM
Organizes prospect and client pipelines to align with loan and real estate requirements
Email Marketing Automation - Mortgage CRM
Automates email or other marketing campaign efforts
Operational (6)
Contract Management
Simplifies the creation, review, and compliance of real estate leases, documents, and contracts
Communication Tools
Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.
Transaction Management
Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.
Mobile App
Provides a mobile version of the solution that can be accessed by on-the-go real estate agents
Opportunity Tracking
Tracks listings, closing rates, and overall pipeline information
Agent Monitoring
Tracks and analyzes the performance of individual real estate agents
Core Functionality (4)
eSignature
Provides built in e-signature capabilities for document signing.
eNote
Provides borrowers the ability to digtially sign and send the relevant promissory note.
eVault
Contains an e-vault for document storage
eNotarization
Allows notaries to notarize relevant documents electronically.
Document Management (2)
Document Preview
Allows all parties to review relevant documents prior to close.
Document Library
Contains a library of pre-built document templates.
Interoperability (2)
MERS Integration
Integrates with the Mortgage Electronic Registry System (MERS).
LOS Integration
Integrates with loan origination systems.
Agentic AI - Digital Mortgage Closing (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Mortgage CRM (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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