Mortgage point-of-sale & digital lending
LenderCX is a complete digital mortgage experience — borrower application, LOS-synced pipelines, payments, e-sign, two-way messaging — where every form, workflow, report, and brand is editable by your own team. No vendor tickets. No professional-services quarters.
Why lenders switch
Incumbent point-of-sale platforms let you adjust parameters inside vendor-defined structures. LenderCX lets your team author the structures themselves — change a question, reroute a workflow, reskin a portal — in an afternoon, in a browser, without us.
Modern step-wizard application with tap-to-advance choice cards, autosave & resume, conditional paths, and a self-building review screen — every step, question, and word editable by your admin.
Bidirectional sync on a 466-field mapping registry: pipeline, milestones, documents, rate locks, loan creation, and write-back with dry-run safety. Field mapping managed by your admin — no vendor engagement to remap.
Drag-and-drop forms, journey designer, state-machine workflows, visual report builder, PDF templates, admin-authored API endpoints, and a scheduler — the whole platform is built from blocks your team edits.
Card + ACH payment requests by text or email (PCI SAQ A — card data never touches our servers), two-way SMS with consent management, NPS surveys, and coordinate-placed multi-recipient e-sign.
Document intelligence that reads paystubs and W-2s in our own cloud, an autonomous follow-up loop that chases stalled files conversationally, and an eligibility engine with agency citations — all behind a strict no-PII-to-outside-AI firewall.
Author a golden experience once and distribute it to child brands with drift detection — each portal fully re-skinned from a branding editor. One deployment, many brands.
Security & compliance posture
The brand family
LenderCX is the first …CX brand on the Vertacore engine — mortgage and consumer lending today, with the same composable platform ready for every regulated industry that collects structured applications, runs a process, and syncs a system of record.
The product is running in production today — reskinnable in front of you, with an application you can complete on your phone.