Every file tells you
its next move.
Drag a loan across the board, and it tells you what’s overdue, what’s close, and the one thing to do next — with the button to do it. The compliance clocks start themselves.
Open a hot file, see what now
The top of every loan names its most urgent reason — TRID overdue, lock expiring, a task past due — and hands you the button that resolves it. The same one-click fix rides on the pipeline card.
- "Next" banner on the file, colour-coded by urgency
- Disclosure overdue → one click to the Loan Estimate
- The urgency chip on the board is a direct link to the fix
The TRID timer starts itself
The moment a file has the six application items, the three-business-day disclosure clock starts on its own and counts business days, skipping weekends. It does not forget, and it does not need reminding.
- Six-item detection starts the clock automatically
- Business-day math, holidays aside
- Overdue files surface on the dashboard and in Emery’s brief
A score that means something
Every file gets a readiness score weighted by what matters at its current stage, with the blockers listed. It rolls up to one company-wide number on the dashboard.
- Weighted by stage, not a flat checklist
- Blockers named, not just a number
- Rolls up to an average across the pipeline
Tasks, and a trail of who did what
Assign to-dos with due dates that surface across the whole pipeline; overdue ones show up on the Today feed. Every action on a loan is logged with who did it and when.
- Assignable tasks with due dates, org-wide view
- Overdue tasks injected into Today
- A full audit trail on every file
See it on your own files this afternoon
Start free — no card. Import with MISMO 3.4, invite your team, send your first application link.