01
Loan origination
Keep borrower and loan information connected to the systems your team already uses.
AriveEncompass
GENIUS / INTEGRATIONSYour systems.
Your systems.
One connected workflow.
Connect the tools your team already relies on—from application and communication to credit, disclosures, and agency decisions.
CONNECTED MORTGAGE WORKFLOW8 CATEGORIES
01Loan origination
02Workflow
03Data
04Email, calendar & meetings
05E-signature
GeniusContext stays with the work.
Built around how mortgage teams work.
02
Workflow
Move information between Genius and the rest of your operating stack.
Zapier
03
Data
Bring property, ownership, mortgage, and market data into the workflows that need it.
BatchDataATTOM DataCotality
04
Email, calendar & meetings
Bring conversations, appointments, and follow-up into the same client context.
GmailMicrosoft Outlook
05
E-signature
Send signature requests and keep completed documents with the loan file.
DocuSign
06
Disclosures
Connect disclosure preparation and delivery to the origination workflow.
DocMagic
07
Credit
Bring credit information into the application and decision process.
Xactus
08
Agency partners
Connect eligibility and loan decisions with the agencies behind the market.
Fannie MaeFreddie Mac
YOUR STACK IS UNIQUE
Need another connection?
Tell us what your team uses. We’ll discuss your workflow, integration requirements, and rollout plan.
Talk to our team