Origination
Quote through submission — pipeline turn-times, file QC, and FHA case setup.
01
SLA Pipeline Dashboard
Retail and brokered loan turn-times against target, with the preapproval tracker.
02
C Team Master Checklist
Pre-approval and submission QC — conflict checks, DTI and LTV caps, file notes.
03
Loan Quote Engine
Guided quotes for conventional, FHA, VA, TSAHC DPA, DSCR, and construction.
04
FHA Case Number SOP
Ordering a case number in FHA Connection, step by step, including how to read CAIVRS.
Analysis
Borrower-level review before you commit to a number.
05
Doc Extractor
Pulls clean text out of borrower PDFs so it can be pasted into an analysis tool without paying for page images.
/doc-extractorh1.7 · 08.22.26
06
Income Calculator — S/E & W‑2
Qualifying income for self-employed borrowers and wage earners.
07
Credit Report Reviewer
Reads a credit report and flags what mortgage underwriting will flag.
Partners
Agent-facing tools for pre-qual conversations and listing appointments.
08
Realtor Hub
Pre-qual, payment estimates, rent vs. buy, and the financing field guide for agent partners.
Client Work
Built for outside clients — their branding, their data, kept apart from the team's own tools.
09
Cambridge Ins SLA Dashboard
SLA reporting built for Cambridge Insurance, on their own branding and their own data feed.