Upfront Eligibility
Certainty at intake, for non-QM files.
Every scenario clears against your investor guidelines, on verified data, before it reaches underwriting.
Eligibility at prequal on verified data,
as per your guidelines
Your guidelines run at the portal on sourced income, asset, and credit data. Brokers see what qualifies before they submit, not three weeks later in a condition list.
“We don't want to spend our resources and neither do our broker partners on loans that aren't going to make it to the closing table. With Upfront Eligibility. This will be an immediate answer.”
Tom Hutchens
Fit Upfront Eligibility into the system you
already run.
Connect instantly with your LOS, CRM, POS & Pricing Engine
Sync in minutes—not months—with simple, secure integrations.
Stay reliable during volume surges
Handle peak traffic effortlessly without slowing down your team.
Fit the workflows your teams already use
Your team works in the screens they already use.
Eligibility at prequal
brings instant visibility
01
Brokers get instant eligibility feedback on your portal, before the file leaves their desk.
02
Sales gets eligibility on qualifying loans at intake, on verified data, not the last mile.
03
Only eligible scenarios move downstream, so underwriters spend their day on files that close.
04
Pull-through rises 2.5x on the same headcount, because the queue arrives already clean.
