Hours of paperwork.
One request.
It does the sorting, checking, chasing and explaining, inside the systems you already use. You keep the judgment calls.
One system. Every desk sees its own slice.
Mortgage teams, agents, loan officers and district staff work the same files through their own lens. Flip the switch to see what each role can and cannot see.
Every screen above is a working mock with fictional files. Permissions are enforced in the data layer, not in the interface, so a restricted view never receives the withheld fields at all.
Three streams. One decision.
Every request follows the same path. The streams do the work. The star is where it stops and hands the decision to you.
Understand
It reads the request the way a colleague would. A borrower's uploads, a 42-page contract, a district's consent list: plain words in, plain words out.
Connect
It works inside the systems you already run: the loan origination system, the CRM and calendar, the student information system. It sorts, checks, drafts and schedules there, and logs every step.
Protect
Every field carries who may see it. Permissions are enforced in the data layer, so a borrower, a client or a teacher never receives what isn't theirs.
You keep the judgment calls.
It stops at the decision and hands it to you: approve the message, accept the condition, schedule the review.
Built to the standard the work demands.
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Aligned with CMMC 2.0 and NIST SP 800-171
Built on the controls federal contractors use: isolated environments, audited access, encrypted everywhere. Aligned, not certified, and we say so.
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Permissions enforced in the data layer
A restricted view never receives withheld fields, as the panel above shows. There is no interface to bypass.
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Your data stays yours
Never sold, never used to train models. Borrower files stay in your loan system. Student records stay in district systems, FERPA-aware by design.
See it on your own files.
Fifteen minutes, your region's data, no setup on your side. Bring a real file if you like: a borrower's uploads, a ratified contract, a consent list.
- Mortgage teams, real estate agents and school district staff
- A person replies within one business day with a few times to choose from
- No list, no follow-up sequence, no tracking pixels