Service 03 · Close It

Application to clear-to-close: it collects, verifies, and chases every document, drafts Letters of Explanation, and works underwriter conditions. Inside your LOS, with a human where it counts.

Encompass

live read / write

24/7

works every file

Human

clears the risky calls

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01 · The Problem

Unlike back-office roles, processing stays expensive and manual. Your team spends its days creating doc-request tasks, chasing borrowers, checking documents, and re-requesting the wrong ones. The funnel leaks at every step, and every leak is a chase-the-borrower problem.

After the app link

45% of borrowers never submit a single document.

Past the first LO call

Only ~25% of leads that pass the initial call get preapproved.

Preapproved → clear-to-close

Only ~49% of preapproved borrowers reach Clear-to-Close.

Pre-approval → under contract

Takes 5 to 6 weeks, most of it spent waiting on paperwork.

45%

of borrowers never submit a single document after getting the application link. Every one of those is exactly the work the AI processor takes over.

Industry pain point: the work Loandock is built to fix.

02 · The Pipeline

A deterministic engine decides what's needed next, not a wandering AI, wrapped around narrow, individually-evaluated AI judgment steps. Predictable, auditable, and safe.

Stage 01Apply

Initial Application

Once a lead passes filtering and gets the app link, it collects the lightweight gate, photo ID and credit authorization, so real document collection can begin.

  • Photo ID + credit authorization
  • A lightweight gate to open the file
Stage 02Pre-Approval

Income & asset collection

Collects the exact income and asset documents for the borrower’s income type, whether W-2, self-employed, SSI, VA, or pension, verifies them, and follows up daily until they’re all in.

  • Document set derived by income type
  • Verified on arrival
  • Daily follow-up until complete
Stage 03Under Contract

Full document collection

Works the full document checklist, verifies each item, and assembles the complete package for the underwriter.

  • Full checklist worked end-to-end
  • Every item verified
  • Package assembled for underwriting
Stage 04Conditions

Underwriter conditions to Clear-to-Close

Parses the condition list, determines which need borrower documents, collects and verifies them, and tracks the file all the way to Clear-to-Close.

  • Parses & classifies each condition
  • Collects & verifies borrower docs
  • Tracks the file to CTC
03 · Capabilities

Works every file 24/7, never drops a borrower, and writes back to your system of record, with a human in the loop wherever it matters.

Autonomous Doc Collection

Reads each loan’s open conditions, derives the right documents by income type, and sends one clean consolidated request, then follows up until everything’s in.

Borrower Comms: “Clara”

Texts and emails borrowers in a warm, plain-English voice. Smart channel choice, TCPA / quiet-hours aware, opt-out honored automatically.

Document Verification

Checks every submission like a person would: readable, correct type, correct year, correct person, with multi-document sets tracked until complete.

LOX + E-Signature

Drafts attestation-grade Letters of Explanation, routes them for legally-binding e-signature, and files the signed copy back automatically.

The LO Cockpit

A chat where the loan officer directs the processor in plain language, “draft the LOX,” “request the remaining docs,” and it executes, every action logged.

“Needs You” Queue

Anything the AI can’t safely resolve is escalated to a human, per loan and across the pipeline, with a one-click resolve that does the real work.

Writes Back to Your LOS

Files documents into the Encompass eFolder and recommends conditions satisfied. The AI recommends; a human clears, never silently.

Mission Control

A live, step-by-step view of exactly what the processor did on every file, for trust and auditability.

04 · Integrations

A Model Context Protocol server per system, so the AI reads and writes your system of record over a clean, governed interface, not brittle scripting. Each new LOS / POS is an integration layer, not a rebuild.

Live today

Encompass (ICE)nCino

Coming soon

AriveVestaCalyx Path
05 · Why It's Different

01

Can’t be offshored

It replaces the expensive, manual, borrower-facing chase, not a back-office task that ships overseas.

02

Not a hallucinating chatbot

A deterministic spine runs the sequence; AI only handles narrow, evaluated judgments. Sends are gated, and anything uncertain goes to a human.

03

Native to your stack

Lives inside the LOS over a real, MCP-governed interface, so the system of record stays the single source of truth.

04

It recommends; people decide

Documents are filed and conditions recommended satisfied, but a human clears every one. It never silently marks a condition done.

One Platform

Three services, one story, and they all live inside the stack you already run. Here's where this one sits.

The grind from “approved” to “clear-to-close,” automated, and escalated to a human only when it truly matters. Currently live with Society Mortgage.