Pipeline to submission, without the chaos
One workspace for every deal from first touch to lender submission. Filogix-grade data quality without Filogix-era UX.
Everything between “lead” and “ready to submit”
Lead intake
Web forms, Harvey chat, partner referral, paid ads — every channel lands as a structured lead.
Outreach + nurture
Drip campaigns, drip pause on response, AI-drafted personalized re-engagement.
Application
1,047-field Filogix parity. Side-by-side borrower comparison. Subject-property with Canada Post lookup.
Conditions
Condition templates per workspace + per lender. Owner / due date / status. Auto-prompt borrower.
Lender intake
Click to submit. We map your deal to the lender's required fields. With submission tracking.
Walk-through
Validate flow with deep-link Fix. Borrower header flags incomplete data at a glance.
Harvey
Harvey handles the client side, outreach, and compliance — all on the same record.
Smart calendar
Google + Microsoft sync. Round-robin team booking. Auto-generated meeting brief.
Automations
Stage triggers, SLAs, escalations, drip campaigns. Visual builder with code escape hatch.