LoanMate Ascend

LoanMate is a workflow assistant for loan officers. It turns a short borrower interview into the exact document list that file needs — then keeps the follow-ups from slipping. WHAT IT DOES Smart document checklist Answer a few questions about the borrower — purchase or refinance, W-2 or self-employed, primary or investment — and LoanMate builds the document list for that specific scenario. No more sending the same generic list to everyone and chasing paperwork you never needed. One person, many files A borrower who comes back next year is the same prospect, not a new record. Every loan file for that person lives in one place, with its own checklist, emails, and notes. Follow-ups that surface themselves The home screen shows what is ready for review and who has gone quiet for over 7 or 30 days, so nothing sits untouched because you forgot about it. Document request emails Pick a…