Mortgage Condition Management demo
Every new document is matched to the condition it clears, and the underwriter only sees what needs a decision. 1:13
What the demo shows
A conditions solution for mortgage teams that matches each new document to what it clears.
Six agents read every document the moment it arrives, drop it on each open condition it satisfies — two at once when one statement proves two things — test it against the guide, re-run the ratios when a number moves and draft plain requests for what is missing; the underwriter clears, decides and issues clear to close from the loan's condition board.
Transcript
- Mortgage Condition Management matches each new loan document to the condition it clears.
- By hand, documents wait days.
- The Whitakers close next Tuesday with 14 conditions.
- Eight documents came in overnight.
- Agents read each one and drop it on its condition.
- Three pass, and Rene clears them.
- The gift letter goes back, no donor phone number.
- Then a bank statement lands on two conditions at once.
- Reserves verified, large deposit explained.
- Both pass, so Renee clears them together the day the statement arrives.
- A new car loan lifts the debt ratio to 36%.
- Still approved, she accepts it.
- Her plane request brings back the corrected gift letter, so nothing is left.
- Renee issues clear to close.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.