
Bring in data from your loan origination, accounting and CRM systems.
Loan Origination
Loans, pipeline, milestones and fields from ICE Mortgage Technology.
Accounting
GL, P&L by branch and loan-level profitability.
File
Import CSV or Excel files as a dataset.
File
Sync spreadsheets on a schedule.
CRM
Leads, referral partners and opportunities.
Database
Postgres, SQL Server or MySQL warehouse.