AI / Cortex™

One AI agent. Every stage of the loan.

Cortex™ works across loan officer assistance, processing, underwriting, closing, funding, and post-closing—carrying the file context, evidence, decisions, and next actions forward at every handoff.

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Explore Cortex™
Sixoperational roles connected
Onecontinuous file context
Everyhandoff supported
Humanexceptions escalated
THE AI LOAN OPERATIONS WORKFORCE

Connected intelligence from first review through final delivery.

  1. 01Loan Officer Assistant
  2. 02Processor
  3. 03Underwriter
  4. 04Closer
  5. 05Funder
  6. 06Post-Closing
BUILT FOR THE WORK

Cortex™ AI Loan Operations Agent,
connected to Genius.

A connected AI operations layer that helps mortgage teams move each file forward while routing exceptions and authorized decisions to the right person.

01

Loan officer assistant

Review the application, identify missing information, prepare qualification context, and give the loan officer a clear next action.

02

Processor

Organize documents, coordinate third parties, track conditions, follow up on outstanding items, and prepare the file for review.

03

Underwriter

Analyze evidence, guidelines, AUS findings, risk, and conditions while escalating unsupported or lender-authorized decisions to a human underwriter.

04

Closer

Coordinate final figures, closing requirements, documents, settlement details, and readiness across the parties responsible for closing.

05

Funder

Check funding conditions, signed documents, wire readiness, and unresolved exceptions before an authorized person releases funds.

06

Post-closing

Review the completed package, identify trailing documents and delivery issues, and keep outstanding post-closing work visible through resolution.

HOW IT WORKS

Support at every step.
Control where it counts.

  1. 01

    Understand the complete file

    Cortex™ keeps application data, documents, communications, findings, conditions, and prior decisions connected as the loan moves forward.

  2. 02

    Work the next operational step

    At each stage, it prepares the analysis, coordination, follow-up, or documentation the responsible team needs.

  3. 03

    Escalate and preserve the decision

    Exceptions and authorized decisions go to the right person with their evidence and context, then remain attached to the loan for the next handoff.

Cortex™ / GENIUS

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