Configured to how you actually originate.

Products answer what the software is. This answers whether it is for you — by the asset class you lend against and the channel your volume arrives through.

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Residential, commercial, or both.

One platform covers both books. Commercial is modelled properly rather than stretched out of a residential template.

Asset class

Residential lending

Agency, non-QM, and investor products on one platform — from the borrower's first tap to the file the investor accepts.

Residential origination, end to end

Asset class

Commercial lending

Borrowing entities, guarantors, rent rolls, and multi-property collateral as first-class objects — not as notes stapled to a residential loan.

Commercial files, without the residential workarounds

However your volume reaches you.

Retail, wholesale, correspondent, or broker-side — the workflow adapts to the channel instead of the other way round.

Channel

Wholesale & correspondent

Branded submission portals, automated condition clearing, and audit trails your counterparties can live with.

Scale third-party originations without scaling headcount

Launch program

TPO in a Box

The tooling, workflow, and operating guidance to stand up a third-party channel — assembled by people who have built them.

Launch a wholesale or correspondent channel

Channel

Retail lenders

Fill the pipeline, convert it faster, and give loan officers a system that does not fight them.

Modern origination for retail lending teams

Channel

Brokers & intermediaries

One intake, priced across your investor shelf, submitted to the lender in the format they want.

Submit once. Price everywhere.

Capital

Institutional investors

Diligence, exception tracking, and portfolio surveillance running off the same structured record the originator worked in.

Loan-level data an investment committee can act on

Depository

Banks & credit unions

A lending layer that runs alongside the systems your examiners already know, with the audit trail they will ask for.

Modern origination without leaving the core

Referral channel

Real estate brokers

Capture the client, hand a structured package to your lending partner, and see where it stands without chasing anyone.

Turn a listing conversation into a complete file

Channel

Commercial RE companies

Rent rolls, operating statements, and multi-property schedules parsed into structured data you can compute against.

Property-level data, without the spreadsheet

Capital markets

Secondary marketing agencies

Run the shelf, hold the lock, and deliver the file without three systems and a reconciliation spreadsheet in between.

Pricing, eligibility, and delivery on one record

Balance sheet

Insurance companies

Structured collateral data, documented exceptions, and reporting that does not depend on a quarterly spreadsheet.

Mortgage assets modelled like the rest of the portfolio

Capital

Hedge funds

Read the files, surface the exceptions, and price against what the documents actually say rather than what the tape claims.

Diligence a pool before the window closes

Capital markets

Mortgage-backed security buyers

Loan-level document data behind the security, reconciled against the tape and kept current after settlement.

Look through the pool to the file underneath

Borrower segment

Coffee shops & small business

Bank statements, P&Ls, and returns parsed into income data an underwriter can check — for applicants who own the business rather than draw a W-2.

The self-employed file, without the shoebox