The LoanWorx Platform
LoanWorx unifies data ingestion, decisioning, offer creation and contract execution. Explore each module below.
01
Data Intelligence
Key Features
- Read PDFs with 99% accuracy (bank statements + broker apps)
- Extract underwriting stats: positions, revenue, leverage, NSFs, daily balances
- Normalize & search data → reduce manual entry by 85%
Why it matters
Reduce manual entry and get to a usable application view in minutes.
02
Decisioning Engine
Key Features
- Underwriter dashboard with queues/flags
- Rules engine: auto-reject/prioritize by thresholds/industries
- Loan calculator: straight, consolidation, flex, reverse
- Automation tools: weed out low-quality apps
Why it matters
Consistent, auditable decisions at speed.
03
Offers & Contracts
Key Features
- Broker offer screen: adjust sliders, upload stipulations
- Track stipulations in one flow
- Contract automation: populate templates, send for e-sign
Why it matters
Shorter broker loops, fewer errors, faster time to fund.
04
Integrations & Verification
Key Features
- API / PDF Connect to CRM (e.g., Lendsas, MCA Tracker)
- Identity verification (Clear)
- Bank account verification (Plaid, up to 24 months history)
- Email integration keeps comms in the record
Why it matters
Adopt without ripping and replacing.
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