Become a frontier lending organization™
Your CRM and LOS keep the records. Lia gets loans closed.
What Lia does,
in one minute.
A short overview of how Lia executes origination work across your existing CRM and LOS, from borrower follow up and intake to underwriting, under your institution’s policies.
Missed follow ups.
Incomplete files.
Endless data entry.
Lia chases down every open item.
Your team sells. Lia does the rest.
Back for every team member, every week
Lia handles the data entry, follow up, and document chasing. Your team gets to focus on relationships.
Every borrower answered
Day or night, Lia responds right away, so every borrower gets a timely answer.
Underwriting in days, not weeks
Lia checks every document against your guidelines the moment it arrives. Your underwriters handle the exceptions.
Lia’s targets, measured against your team’s numbers today.
Your CRM records the borrower.Your LOS records the loan.Lia brings it all together and does the work.
Every signal from your systems flows into Lia. Lia turns it into finished work.
CRM
New inquiry
Communications
Borrower message
Borrower documents
New upload
LOS
Loan file
Lia™Autonomous
Origination Platform
- New inquiry✓Lia calls back and books the next step
- Borrower message✓Lia answers and keeps the loan moving
- New upload✓Lia reads it and clears the condition
- Loan file✓Lia updates the file and alerts the team
Other tools
Your policies and permissions govern every action. Your team reviews exceptions.
From the first call
to the underwriting decision.
You set the rules. Lia does the work at every step.
Lia ranks every opportunity and follows up with each lead on your schedule. See origination ↗
Signals in
Lia™
Working now
Finished Origination
Your team
handled autonomously by Lia. No human work needed.
Needs your review
Sample activity. Your policies and permissions govern every action. Your team reviews exceptions.
Works with the systems
you already run.
Lia connects to your LOS, CRM, messaging, and phones. Nothing to replace. Available actions vary by provider.
Loan origination systems
- Encompass
- MeridianLink
- Arive
- Calyx Point
- LendingPad
CRM
- Salesforce
- HubSpot
- LeadConnector
- Jungo
- Custom CRMs
Messaging
- SMS
- iMessage
Telephony
- Twilio
Voice calling with a configured Twilio account.
Contact centers & dialers
- Five9
- RingCentral
- PhoneBurner
- Velocify
Browser call capture through the Lia Chrome extension.
Your data protected.
Your rules enforced.
Lia runs on SOC 2 compliant infrastructure with encryption. You decide what Lia can access, when it contacts borrowers, and which underwriting policies it follows.
Security & controls ↗Built from a decade of work
with banks and lenders.
Before building Lia, we spent more than a decade helping banks and mortgage lenders improve processes and connect their systems.
We saw the same problems everywhere: missed follow ups, incomplete files, and endless data entry. So we built Lia to fix them.
Our story ↗Questions about Lia, answered.
More on conditions, exceptions, and decisioning in the underwriting FAQ.