Intelligence that acts across your systems.
Lia works with the context in your institution’s systems, executes the workflow, and writes back where needed. Your team stays connected to the result.
Your systems.
Connected through Lia.
Lia works with the loan origination systems, CRMs, and communication channels your team already uses—executing workflows and writing back where needed.
Loan origination systems
- Encompass
- MeridianLink
- Arive
- Calyx Point
- LendingPad
CRM
- Salesforce
- HubSpot
- LeadConnector
- Jungo
- Custom CRMs
Messaging
- SMS
- iMessage
Loan origination systems
Use loan and application context in the workflow and carry results back to the file. Scope supported records and actions during implementation.
Customer relationship systems
Connect contacts, conversations, and follow-up activity so the latest work remains with the relationship.
Communication channels
Automatic sending follows the institution’s configured cadence. Align channels and workflow settings with your operating process.
Documents & guidelines
Bring the evidence and institutional requirements needed for each workflow into context.