Smart Rules
We have done the hard work for you! Smart Rules automatically add Documents to Deals based on set filters.
Completing a Client Experience
Our Client Experience focuses on making it as easy as possible for your clients to provide the right information up front.
Client Talking Points Brochure
We have created a guide with the main benefits and the best ways on how to position them with your clients.
Setting up Your Online Application
Get more client applications by adding your client application link to your email signature, website and more!
Client Experience Templates
We now provide templates streamed by application purpose - buying a home, refinancing a home, or renewing a mortgage.
Condition Groups and Custom Conditions
Condition groups can be set up to assign multiple conditions in your Client Experience. To save some time, create condition groups for the types of mortgages that you do more often.