Book a demo
Forty-five minutes, one page you keep.
We start with a Closing Workflow Review, not a slide deck: with your head of loan operations we map approval → documents → execution → boarding → funding, count the touches and hours, and pull three recent boarding exceptions. You leave with a one-page Closing Error and Capacity Map. If it makes sense, the next step is a paid pilot on your next 20 closings — on your own redacted packages.
What to expect
- A working demo on realistic closing packages — a clean one, one with reconciliation exceptions, one with execution failures.
- The review workstation, the evidence packet and the metering payload, exactly as your staff and examiners would see them.
- Straight answers on jXchange enablement, sizing, SOC 2 status and the validation pack.
Who should join
- Head of loan operations or closing manager
- Someone from IT for the on-prem architecture
- Optionally: internal audit or compliance for the evidence packet
Request a demo
We reply within one business day.