CONNECTED SYSTEMS
Work in the systems you already use.
Lia connects your LOS, CRM, documents, and communication channels so application data and workflow results stay with the file.
WORKS WITH YOUR EXISTING TOOLS
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.
CONNECTIONS & PERMISSIONS
01
API connections
Use available APIs to read the records and carry out the actions a workflow needs.
02
Interface access
Where an API is unavailable or does not support an action, Lia can work through the system’s interface.
03
Record updates
Define which application fields, documents, activities, and results Lia writes back to connected systems.
04
Connection permissions
Configure the records and actions Lia can access for each workflow during implementation.