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Suite · CRM

CRM

Lead → KYC → Borrower 360

The front of the funnel, on the same data model as origination and servicing. Capture leads, qualify them, run KYC, and build a borrower 360 that the rest of the Suite treats as the source of truth.

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The flow

From first touch to a complete profile.

  1. 01

    Capture the lead

    Intake from web, partner, DSA, or API. Deduplicate against existing borrowers so a returning applicant isn't a new record.

  2. 02

    Qualify & assign

    Score interest, route to the right queue or officer, and track every touch on a single timeline.

  3. 03

    Run KYC

    Collect and verify identity and address documents. KYC and bureau-pull integrations are enabled on onboarding with your keys.

  4. 04

    Build the borrower 360

    Consolidate identity, contact, documents, consents, and history into one record the LOS and LMS read from directly.

What's inside

Built for real lead operations.

  • 01Multi-source lead intake (web, DSA, partner, API)
  • 02Borrower deduplication
  • 03Assignment & queue routing
  • 04Activity & communication timeline
  • 05KYC document capture (verification on onboarding)
  • 06Consent capture & audit trail
  • 07Borrower 360 shared with LOS/LMS
  • 08Tenant-isolated data
One record, downstream. The borrower 360 the CRM builds is the same record the LOS originates against — no export, no re-keying.
Suite overviewLOS
Next step

See it decide on a real bureau report.

Request a demo and we'll walk you through the Credit Engine and the Suite on your scenarios. Honest about what's live today and what's enabled on onboarding.

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