Planning (2)
Closing/Funding Underwriting

Automated Tax Return Transcript Integration

Application/Intake

Option to Upload Documents in Lead Forms

In Progress (1)
Application/Intake

Referral Partner Portal Improvements

Released (4)
Application/Intake Underwriting

Click-to-Order Lumos Reports

Application/Intake Applicant Portal Closing/Funding

In-App Messaging for Lenders and Applicants

Application/Intake Closing/Funding Underwriting

Companion Packages

SBA

E-Tran Updates