LIA AI - ORIGINATION
Unify your systems. Guide every next step.
Lia unifies loan activity, conversations, and documents. Radar prioritizes each role’s next steps while she follows up on your cadence and keeps your CRM and LOS current.
SEE ORIGINATION IN ACTION
HOW ORIGINATION WORKS
01
Connect the borrower’s context
Lia brings together CRM and LOS records, calls, messages, and documents so your team can see what has happened across the file.
02
Prioritize work by role
Radar uses borrower activity and file status to surface the next task for each role—from an approaching rate-lock expiry to missing documentation.
03
Act on the latest activity
Lia follows up with leads using the latest conversation and loan context, on the communication cadence your institution sets.
04
Keep the team in sync
New conversations, documents, and status changes inform the next steps. Lia records activity and workflow results in your connected systems.