For mortgage brokers and brokerages, an adaptable workflow tailored to your reality, from document collection to secure lender submission.
One mortgage file
At the notaryCommunications
Omnichannel prospect contact
AI Client Portal
Automated pre-qualification
Qualification
Borrowing capacity calculation
Document Collection
Income, assessments, statements
Signature
Loan application, consents
Lender Submission
Secure email with 2FA
Approval Tracking
Real-time status updates
Follow-up
Post-approval, satisfaction
Proposed Workflow
Reach prospects and clients through their preferred channel. Every interaction is archived for compliance.
Clients interact with an AI-powered portal to pre-qualify, calculate borrowing capacity, and see which documents are needed.
AI-assisted income verification, credit assessment, and debt ratio analysis. Structured data extraction from uploaded documents.
Secure collection of all required mortgage documents. AI-powered extraction, validation, and pre-fill reduces manual work.
Loan applications, lender forms, consents, and disclosures, all signed electronically with AATL certification.
Send the complete mortgage file to lenders via secure email. The lender authenticates with 2FA to access documents, no lender portal required.
Track the approval process in real time. Communication between lender, broker, and client flows through one unified platform.
Automated post-approval workflows. Satisfaction surveys, renewal reminders, and referral programs to build long-term client relationships.
Your mortgage CRM, your brokerage software, your lenders, TnS connects to everything. We build the custom connector for your workflow. No need to change your existing tools.
Security & Compliance
Discover how TnS can automate your mortgage workflow while ensuring total compliance.