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Built for mortgage first.
Borrowers, loan officers, documents, borrower messaging, the lending journey from lead to funding, compliance roles — and two agents that chase what’s missing.
Borrower, loan and property on one record
The lending journey from lead to funding
Mortgage roles with NMLS ID and separation of duties
Borrowers / Alex Morgan
Illustration
Alex Morgan
Purchase · $425,000 · Dallas branch · File 2026-1187
Borrower
Processing · day 3
Loan officer: Scott Davis · NMLS ID on file
Stage
Bank statements April–May
Verified
Pay stub
Follow-up sent 10:43
Photo ID
Verified