Account Opening

Mortgage & Home Equity
Mortgage & Home Equity

Comprehensive real estate account opening

Offer streamlined account opening for first and second mortgages, home equity lines of credit and refinances.

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Real estate account opening made easy

Deliver an omnichannel approach to opening complex mortgage accounts efficiently and simply.

01

Quick & secure loan closure

Leverage prebuilt integrations from Alloy and Plaid to provide an uninterrupted experience and drive faster processing times.

02

Configurable, customizable processes

Offer a holistic, curated real estate borrowing experience customized to an applicant's various pathways to your institution. Capture only the required information, mortgage types and existing consumer details through our intuitive user interface.

03

Complete mortgage origination support

Enable users to complete the entire mortgage origination lifecycle, including the ability to sign initial and closing disclosures, in one consolidated portal.

04

Integrated loan origination

Provide a mortgage point-of-sale solution through our integration with Encompass so you can manage the entire loan process from start to finish.

Interested in learning more?

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Complete the form, and we’ll reach out to schedule a conversation with one of our experts.
Or give us a call at 1-800-850-5809.
We can help you take the guesswork and complexity out of finding the right solutions.
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