Scope
Flag to underwriter onlyAutomated broker requests
Configure your engine

Packaging automation, built to your lending policy

Every check a packager would make on an incoming case, switched on to start. Turn off anything your underwriters handle elsewhere, set the lending in scope, and choose whether the engine flags gaps to your team or requests the documents from the broker itself.

Policy-driven checks take their rules from your packaging guide and evidential documents matrix. We load those during onboarding, so the engine asks for exactly what your policy asks for, in your wording.
Automated broker requests are on. When a check marked with the message icon fails, the engine contacts the broker directly with what is missing, why, and what you will accept, and tracks the response. Everything is still surfaced to your underwriters.
Engine specification (JSON)