Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.
by Jack Henry and Associates, Inc.★ 4.24 ratingsBusinessFreeData updated 2026-09-06
Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.
Check loan rates and manage existing loans. Make payments, update personal information, and view account details. Set payment reminders and access customer support.
Access applications securely from mobile devices. Review pay, request time off, check in/out, submit timesheets, and track expenses. Receive push notifications for time tracking, updates, and approvals.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
View and update personal HR and pay information. Check time records and adjust schedules. Set and track goals. Access employee insights and stay informed about work-related updates.
Pre-qualify for loans, submit required documents, and track application status. Receive notifications for approval and funding. Monitor loan progress and manage application details within the .
Access accounts, deposit checks, transfer funds, pay
Monitor checking and savings accounts, view mortgage and loan balances, track spending, and set budget-based savings goals. Receive account alerts, adjust preferences, and manage cards.
Manage workflows with automation tasks. Receive email notifications, log work hours to spreadsheets, and download attachments to cloud storage. Track sales leads, connect to CRM, and get updates on work items.
Apply for a with personalized loan options. Track loan progress, manage payments, and receive updates. View documents, set reminders, and communicate with loan officers directly.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Manage leads and accounts with real-time updates. Search for prospects and companies. Engage in personalized outreach. Track activities and performance. Access key features on-the-go.
Manage loans, track payments, and communicate securely
Manage mortgage applications with document uploads and status tracking. View loan options and compare rates. Receive notifications and communicate with lenders. Access financial tools for informed decision-making.
View account history and check balances. Transfer funds or make loan payments. Deposit checks using CheckSnap. Approve business ACH and wire transactions. Use existing online banking login credentials.
Access instant advances and personal loan offers from participating providers. Use financial tools for credit building, budget planning, and credit card management. Earn rewards through in- games based on activity and available offers.
Manage employee schedules and communicate with team members. Swap, pick up, or release shifts with one click. Request time off and manage work-life balance. Sync calendars and receive notifications for schedule updates.
Access loan details securely, schedule or make payments instantly, review balance and payment history, and check home equity and property estimates. View escrow information and track loan progress in real time.
Employees can view current and past pay stubs and W-2s. They can text, email, or print PDF copies of these documents. Punch in and out, check time card hours, and report missed punches.