Welcome to Mortgage Automation Knowledge Base

Comprehensive documentation to help you get started.

Guides

A Comprehensive Guide To Help New Users Get Started With The Platform. Discover The Basics, Explore Key Features, And Follow Step-By-Step Instructions For A Seamless Onboarding Experience.

Knowledge Base

Answers to the issues that actually come through support — Disclosures and e-sign, Encompass sync, document uploads, tasks and BIG AI. Written for loan officers, LOAs and processors, and updated every week.

How To's

Role-Specific How To's Tailored For Stakeholders, Including Administrators, Loan Officers, and Borrowers, Addressing Their Unique Needs And Use Cases.