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Lender Compliance – Tools To Close Clients

The importance of Lender Compliance, as it applies to your clients, is if they do not pass Lender Compliance they may never get to having their business or personal


This tool lets you see in one click all your completed scan prospects that are pre-qualified for one or more funding programs. The goal here is to be able to quickly identify and speak with your best funding prospects.

App Submissions

This tool allows you to see which of your pre-qualified funding prospects have applied and for which program(s) they have elected to apply for. Submitted apps have not yet been started in doc collections or offers.

Document Collection

Once a prospect submits a pre-qualified application it auto opens a doc collection file. It does not start the collection process until you approve it. Once approved the notifications begin on a 3-day cycle for 5 days letting you and your clients know what docs have been collected and which are still outstanding.

Lender Offer Portal

Here again, once you approve a submitted application it will open a Lender Offer Portal file. It will not present that file to Lenders for offers until the document collection has been completed. Once doc collection is completed files are presented to lenders for offers on amount, rate, and term with e-sign docs to follow upon client acceptance.


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