Sync loan data
Automated
loan manufacturing
Mage connects your loan systems, learns your lending rules, and builds reusable knowledge to automate loan-file preparation and delivery.
Interpret apps
Scan docs
Analyze email
Classify
Build packet
Reconcile
File in eFolder
Update LOS
LOAN DOCUMENTS
Loan processing packet
Source documents organized and checks recorded
Income evidence
Collected and attached
Asset records
Organized with the loan file
Completeness checks
Results saved with source evidence
From incoming documents to completed loan packets
Turn recurring loan-file preparation into a connected workflow that collects the inputs, checks completeness and delivers the finished work.
Processing packet
Source documentsCollected
Document checksRecorded
Processing packetAssembled
LOS deliveryFiled
Packets assembled
Gather the required evidence, organize the documents and assemble a processing packet. File the completed output in the loan’s eFolder automatically.
Connected records
Delivery completeFiled
- Destination
- Loan eFolder
- LOS record
- Updated
Execution record saved
Records synchronized
Write prepared documents and agreed status updates back to your LOS. Keep connected systems aligned as the workflow runs.
Readiness summary
Inputs matched
Rules applied
Results recorded
Checks completed
Apply your document rules during processing and capture the check results. Deliver a readiness summary alongside the finished loan packet.
Quantify the impact on loan production
Hours back
each month
Measure processor effort before and after automation at the same loan volume and mix.
Read customer storiesShorter
loan cycles
Track application-to-packet time, separating active processing from time spent waiting.
Fewer files
sent back
Count returned packets for every 100 loans, then identify the main causes of rework.
How Mage fits
Connect your loan systems into one operating workflow
Mage connects your LOS, document sources and operating rules into one automated flow, from incoming files to prepared outputs in the systems you use.
Your systems
LOS records
Milestones, conditions and loan activity
Loan documents
eFolder and agreed document sources
Lender rules
Document checks and approval policies
The workflow between your tools
- 1Gather documents
- 2Run checks
- 3Assemble & file
Completed outputs
Processing packets
Assembled documents filed in your LOS
Check records
Completeness results and source evidence
LOS updates
Document delivery and workflow history
Automate loan preparation around your lender’s rules.
Turn your loan process into a working solution
We map your inputs and required outputs, connect the systems, then build and launch the automated document workflow.
Explore solutionsLearn
Learn your process
Map the source documents, loan data and lender rules that define a complete, ready-to-file loan packet.
Design
Design the automation
Define document checks, the packet structure and the filing destination across your connected systems.
Automate
Launch the workflow
Connect the sources, validate completed packets and launch recurring runs with delivery tracking.
See how your loan-file preparation could run automatically
Tell us where your loan data and documents live, what makes a packet complete, and where it needs to be filed. We’ll discuss how to automate that workflow.