The lender desk, finally modernized
350+ lender intake. PPE cascade. TRID timing gate. Commitment letter builder. Broker scorecards. Real-time capital-markets dashboard.
Lender ops, end-to-end
Submission intake
Inbound queue with scoring, ranking, deduplication. Pre-mapped condition templates per lender.
PPE cascade
Live pricing with LLPAs, eligibility, tolerance buckets. Top-N quote ranking.
TRID gate
§1026.19(e)(1)(iii), (e)(4), (f)(1)(ii), (f)(2)(ii), (e)(3) — all enforced.
Commitment letter
Version-aware builder. Conditions snapshot. Broker viewed / accepted tracking. PDF + e-sign.
Broker scorecard
Per-broker funded rate, approval %, avg days to fund. Tone-coded on every submission.
Conditions
Template library. Auto-prompts. Owner / due date / status. AI-classified document arrival.
Capital markets
Live AUM, WAC, vintage, geo / industry concentration, AI-narrated daily summary.
Fund management
MIC + syndicated. Cap table, dividends, redemptions, NAV history. T5 generation.
Audit + compliance
Every action logged. Per-loan evidence pack. FSRA / FINTRAC / MBLAA reporting.
From draft to signed, without leaving the screen
| Sub | v | Amt | Rate | Status |
|---|---|---|---|---|
| MS-1042 | v2 | $640k | 4.84% | accepted |
| MS-1041 | v1 | $1.2M | 5.10% | viewed |
| MS-1039 | v1 | $870k | 4.92% | issued |
| MS-1037 | v3 | $1.4M | 5.25% | expired |