Document Management
Generate, collect, and manage loan documents with template-driven workflows.
The document management system handles the full lifecycle of loan documents — from template-driven generation to collection, review, and e-signature.
Document Templates
Create reusable templates for term sheets, loan agreements, and disclosure packages. Templates support dynamic field insertion from deal, borrower, and property data.
Template Variables
Templates use {{variable}} syntax for dynamic fields:
Borrower Name: {{borrower.full_name}}
Property Address: {{deal.property_address}}
Loan Amount: {{deal.loan_amount}}Document Collection
Track required documents per deal with automated checklists. Upload documents directly or request them from borrowers via secure links.
Document Categories
Organize documents into categories for easier management:
- Loan Applications
- Appraisals
- Title Reports
- Insurance Documents
- Financial Statements
- Entity Documents
AI-Powered Extraction
Upload documents and let AI extract structured data automatically. Supported document types include rent rolls, operating statements, and appraisals.