01
Start by phone or online
The loan officer chooses a voice application or sends the secure online application. Both options save to the same borrower file.
Lia Borrower Intake
Lia completes the mortgage application and collects every required document.
The loan officer starts a voice or online application. Lia collects the borrower's information, creates the document checklist, follows up for missing items, and gives the loan team a complete file to review.
✓ Loan officers can see every answer, document, call, email, and text.
How Lia completes borrower intake
From the first application question to a complete borrower file.
Lia completes the application, collects the required documents, and follows up automatically when information is missing.
02
Complete the application
Lia collects the borrower's answers, builds the document checklist, organizes uploads, and shows exactly what is still missing.
03
Follow up until it is complete
Lia contacts the borrower about missing answers and documents, records every interaction, and stops when the file is complete.
Loan officer control
Every borrower interaction is visible.
The loan team can see what Lia requested, what the borrower provided, what is still missing, and when Lia will follow up next.
Configured contact hours and limits
Recorded borrower consent
Pause or resume follow-up
Approved voice application calls
Stop when the file is complete
Call, email, text, and portal history
Complete borrower files without document chasing
Give loan officers back the hours they spend chasing borrowers.
Show us your intake process. We'll show how Lia completes the application, collects the documents, follows up for missing items, and prepares the file for your team.
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