My Bank gives every originator a real-time financial command center — balance, YTD gross and net income, color-coded transactions, commission breakdowns, and payroll requests. Connected to Arive for automatic bank sync.
Purpose-built features designed by mortgage professionals, for mortgage professionals.
Three headline cards display your current balance, year-to-date gross income, and year-to-date net income at a glance. Updated in real time as transactions post so you always know where you stand financially.
Every transaction is color-coded — credits in green, expenses in red, and payouts in amber. Scroll through a full chronological ledger or filter by type to quickly find what you need.
Each transaction row shows a running balance column so you can trace exactly how your balance changed over time. No more mental math or reconciling against bank statements manually.
Connect your Arive bank account for automatic two-way sync. Deposits, withdrawals, and transfers reflect in MxEngine within minutes, giving you a single dashboard for your mortgage banking finances.
Add and manage multiple bank accounts for payouts. Set a default disbursement account, view pending payouts, and track completed transfers — all from one secure settings panel.
Submit payroll requests directly from My Bank. Requests route through an approval chain, and you can track status from Submitted to Approved to Paid without chasing down accounting.
Branch managers and admins get a consolidated view of all originators' banking activity — total payouts, pending requests, and company-level income summaries for financial oversight.
See exactly how each commission was calculated — base rate, bonus tiers, splits, and adjustments. Every closed loan links back to its commission entry so nothing is a mystery.
Export your full transaction history as CSV or PDF filtered by date range, type, or status. Use the built-in reconciliation view to match MxEngine records against your bank statements.
Watch the AI analyze your data and deliver actionable insights in real time.
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