Portfolio Snapshot
Real‑time roll‑ups of lien exposure and payoff liability give executives instant risk visibility.
Applications Command Center
Surfaces the highest‑value cases first, shrinking daily triage from >100 cluttered emails to a focused queue.
Unified Case Workspace
Keeps every document, decision, and attorney email in one timeline so underwriters never bounce between Outlook, fax, and spreadsheets.
Funding Details Drawer
Slide‑out panel surfaces CPT codes, service dates, billing & purchase amounts alongside inline status controls, enabling underwriters to review and update a request in seconds without leaving the case record.
Template Docs
Auto‑generates legal documents required and lets users email or fax them with one click, slashing copy‑paste work and ensuring compliance.