Setup assistant

Get Your Loans Started Faster

Streamline the onboarding process, so your team can focus on moving loans forward

The Setup Assistant takes the guesswork out of onboarding new loans by automating third-party services, document collection, and borrower setup. It ensures every loan starts on the right track, saving time and reducing errors.

Setup Assistant

Watch how our AI-powered assistant integrates seamlessly into your workflows making your loan processing team more effective.

Here's what you get:

  • Document Collection

  • Third-party Services Ordering & Follow-up

  • Document Verification (FileFlow Assist)

  • Voice, SMS and Email Borrower Communication

  • Compliance & Underwriting Assistance

  • Automated Sizer Completion

Starting at $1,999/m


© Copyright 2024 All rights reserved