MX LOS gives every loan 10 collaborative tabs — from borrower intake to compliance — with Kanban, List, and Analytics pipeline views. No more toggling between five systems to close a deal.
Purpose-built features designed by mortgage professionals, for mortgage professionals.
Every loan file opens into 10 purpose-built tabs — Pipeline, Timeline, Borrower, Documents, Credit/AUS, Pricing, Workflow, Communication, Key Dates, and Compliance — so nothing falls through the cracks.
Switch between Kanban boards for visual tracking, sortable List view for bulk operations, and an Analytics Grid that surfaces bottleneck patterns across your entire pipeline.
Upload, organize, and track every document per loan. Borrowers and processors see exactly what is needed, what has been received, and what is still outstanding — all inside the Documents tab.
Pull credit reports and run automated underwriting directly from the loan file. View findings, conditions, and eligibility results without leaving the platform.
Each loan carries its own Compliance tab tracking TILA, RESPA, HMDA, and disclosure timelines. Stay audit-ready without bolting on a separate compliance tool.
An embedded AI Coach surfaces real-time pipeline insights — flagging stale loans, recommending next actions, and highlighting files that need attention before they miss key dates.
The Communication tab centralizes every email, note, and activity log for a loan. Your entire team sees the full conversation history without digging through inboxes.
Set closing dates, lock expirations, and milestone deadlines in the Key Dates tab. The Workflow tab automates task assignments so your pipeline keeps moving.
Compare rates and run pricing scenarios directly inside the loan file. Lock a rate and push it to processing without switching between systems.
Watch the AI analyze your data and deliver actionable insights in real time.
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