One engine,every channel
Customer self-service, broker portal, staff workspace, public API, and the emerging Machine Customer channel: all powered by the same configuration, same rules, same case model.
Five channels, one platform
Built for the way customers actually start, finish and resume applications
Step 3 of 6
Tell us about your loan
Loan purpose
Owner-occupied
Property value
$840,000
Deposit
$210,000 (25%)
Customer self-service
Mobile-first journeys with progress save, document upload, and identity verification. Branded to your standards, with the same case model behind every screen.
Cross-channel handoff
Resumable, traceable, channel-agnostic cases
Step 1
Customer starts on mobile
Self-service application captures property, income, and ID.
Step 2
Broker continues
Broker picks up the case, validates against lender policy.
Step 3
Staff approves
Assessor reviews decisioning output and approves in workspace.
Step 4
Partner API fetches status
Aggregator receives webhook and updates the customer.
Walk through a multi-channel case
See an application start on mobile, hand off to broker, finish in staff workspace (live).