Non Agency Growth Position Bank Statement Analyzer and Portfolio Underwriter to win non-QM and other non-agency lenders seeking fast, compliant underwriting and income verification. Emphasize unbiased, rules-based decisions delivered in seconds to satisfy fair lending and speed-to-close.

Channel Expansion Leverage proven success with aggregators and marketing automation integrations to scale outreach through broker and correspondent channels. Target high-volume call centers by offering a cohesive toolset for pricing, submission, and automated decisioning integrated with existing CRMs.

Integrations Advantage Highlight ease of integration with CRM and marketing platforms, as evidenced by past partnerships (OptifiNow) and HubSpot usage. Propose joint marketing, API-based onboarding, and co-sell motions with partners to broaden reach.

Pricing Compliance Upsell Promote cross-sell of real-time price engine and scenario pricing with guaranteed compliant underwriting and documented decisions. This is attractive to lenders needing throughput, consistency, and auditability.

Mid-Market Targeting From current partnerships with Sprout Mortgage, Nations Direct Mortgage, and Angel Oak, there's precedent for scaling to mid-market and wholesale lenders. Propose pilot deployments with select lenders to demonstrate ROI and drive larger deployments.