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 the path from approval to documents to execution to boarding to 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.