Program specific
A checklist built around the loan program.
A structured application and a document checklist built around the loan program. Borrowers upload against the list.
LIA OPS
From borrower intake to underwriting. One connected workflow.
Keep application data, documents, conditions, and processing handoffs together. Lia handles the work between systems and writes back where needed.
ONE CONNECTED WORKFLOW
Every document lands
in the right place.
Lia handles the work between systems and writes back where needed. Your team reviews the exceptions.
Voice calls
Borrower uploads
Email and text
Your LOS
LiaYour LOS
Loan file, sample record
- W-2Filed
- Bank statementRequested
- Homeowners insuranceFollow up sent
Your team
Needs your review
- Large depositStopped
- Income above limitStopped
Sample activity. Your policies and permissions govern every action.
BORROWER INTAKE TO PROCESSING
Illustrative workflow. Sample file.
Every document
The application and documents, together.
See the application and documents together. Track what is received, accepted, rejected, or waived.
To your processors
Into the queue with the context intact.
Move the file into the processing queue with the document context intact. Keep pending items visible to the loan team.
To the next system
Organized documents and data, delivered.
Carry organized documents and application data into the next system, including LOS-ready MISMO 3.4 exports and write-back where needed.
The file keeps moving
Then straight into underwriting.
Continue through condition clearing, exception handling, and decisioning, with automatic follow-up on the institution’s cadence.
See underwriting ↗BORROWER FILES & PROCESSING
01
Program-specific intake
Create the document checklist around the loan program and keep uploads tied to the requested items.
02
A live processing queue
See assigned files, pending items, document status, and the next work to complete.
03
Automatic follow-through
Lia follows up for outstanding information on the cadence your institution defines.
04
Connected delivery
Move organized documents and application information into the next stage, with LOS-ready exports and system updates where needed.