Mortgage Automator

Configure how loans are managed post-funding, from repayments and renewals to discharges and additional advances.

Loan Servicing Configuration

Understand the available repayment configuration options for managing investor payments and borrower repayment behaviors.

Configure Payment Method & Calculations to manage interest adjustments, rounding, and payment processing for additional loans or advances.

Configure and automate loan repayment tracking by managing payment processing, irregular payments, and outstanding balances efficiently.

Configure how investor payments are handled based on borrower payments, ensuring proper fund distribution in loan servicing.

Enable the Early Termination Penalty Field for Construction and Fix & Flip loans to apply penalties on additional loans and draws.

Configure Draw Request Settings to manage interest, fees, and approval dates for borrower advances while ensuring accurate calculations.

Set up how additional loans handle payments, interest, and penalties.

Set up automated document generation for renewals, including compliance forms, investor agreements, and grouped document packages.

Set up loan renewal options, fees, and document configurations to manage borrower and investor renewals efficiently.

Automate and customize standard loan renewal fees to streamline operations and improve consistency across all future renewals.

Configure renewal settings to adjust loan payment types, enable variable interest rates and set default valuation modes for standardization.

Control how interest and per-diem values are calculated at discharge, including rounding, penalties, and advanced payment methods.

Enable Power of Sale, Foreclosure, and discharge reasons to customize and track loan payoffs with legal and operational clarity.

Configure standard discharge fees and early termination penalties to streamline payouts and ensure consistency across loans.

Enable and manage discharge-related documents for automated generation during loan payoffs, Power of Sale, or foreclosure workflows.

Streamline loan closures by configuring discharge methods, calculations, fees, and documents for consistent and compliant payoffs.