Sort and organize loan documents into the correct categories for processing.

Track active loan submissions by borrower, lender, and status. Auto-populated from the Submission Organizer.

Extract and organize loan conditions from lender documents automatically.

Generate Closing Disclosures for refinance and purchase transactions with itemized fee sheets.

Upload lock sheet & closing disclosure to auto-extract data and calculate loan revenue.

Track all closed loans by processor, month, and revenue. Auto-populated from the REV Calculator.

Store and organize reference PDFs by lender. Saved locally in your browser.