Housing Finance Agencies

Accomplish more with less

The demand for affordable housing solutions is growing; HFAs must find ways to increase productivity, speed the loan review processes, and reduce overhead costs in order to stay within tight operating budgets.

Streamlining workflows, shortening loan review and clearing times, plus accelerating the overall process for single-family lending operations allows HFAs to be more efficient. Just when state and non-profit budgets tighten up, the demand for affordable housing generally rises.



Secure Document Collection and Upload

Multiple file upload capabilities, including drag & drop direct to the user interface, a portal, Outlook email plugin, and more.

Rule-Based Workflow and Tasking

Workflows route docs to queues for staff review, triggering tasks individually or for teams.



Customizable, rule-based checklists sync with API and push notification to track status and manage files.


On-Image Annotations, Stamps and Tags

In-platform markups allow permanent or temporary notes, virtual signatures, highlights, and comments within the screen.

Security and Access Control

Grant file-level and document-level access to specific users while an audit log tracks all actions.

Customizable Content

Changeable views allow flexible presentation to multiple stakeholders for retrieval, view, and approval.