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Professional tools

Tools for your profession.

Prepare mortgage, compliance, insurance, and capital-market analysis with documented inputs and professional review.

What you can do.

Explore the complete capabilities, then choose the tools relevant to your work.

Mortgage preparation

Review income, loan scenarios, payments, closing costs, and cited agency guidance.

Included capabilities
  • Income worksheets for W-2, self-employed, rental and VA residual income under Fannie Mae, Freddie Mac, FHA, VA and USDA rules
  • Lender overlays, each with a cited source
  • Loan scenario analysis, DTI and LTV qualification
  • Underwriting conditions and borrower needs lists
  • Payment estimates with escrow and a solved APR
  • Closing-cost and transfer-tax estimates for all 50 states and DC
  • Agency guideline search with cited passages, versions and effective dates
  • Today's 10-year Treasury yield and SOFR

Compliance checks

Check lending requirements with the rules and citations behind each result.

Included capabilities
  • TRID fee-tolerance and timing checks
  • QM/ATR, HPML and HOEPA tests, with citations
  • HMDA pre-submission check with 305 edit rules
  • Rate spread against the official APOR table
  • Census-tract lookup
  • Adverse-impact, pricing-disparity and redlining analysis
  • Sanctions screening against the U.S. Treasury list

Insurance estimates

Review labeled estimates and property risk. Licensed professionals handle quotes and insurance decisions.

Included capabilities
  • Homeowners and hazard estimates
  • Flood estimates and a flood-insurance-required check by zone
  • Wind and hail, and earthquake estimates
  • Title insurance and escrow estimates
  • PMI, FHA MIP, VA funding fee and USDA guarantee fee
  • Analysis of a property's past insurance-claims report

Capital markets tools

Review mortgage pools, servicing, capital, and market analysis with documented inputs.

Included capabilities
  • Pool stratification, credit quality and geographic concentration
  • Prepayment projections and PSA, CPR and SMM conversion
  • Deal structuring, cash-flow waterfalls and stress tests
  • Servicing-rights valuation and credit enhancement
  • Best execution, pair-offs, hedge ratio and mark-to-market
  • Rate-shock, concentration and pipeline risk
  • Payoff quotes, escrow analysis, modifications and short sales

Find your role.

Browse 16 industries and 389 roles supported by the platform.

Real estate

27 roles

  • Real estate agents
  • Real estate brokers
  • Brokerages
  • Real estate teams
  • Franchises
  • Leasing agents
  • Transaction coordinators
  • Real estate assistants
  • Brokerage recruiters
  • Real estate auctioneers
  • Land brokers
  • Property managers
  • Vacation rental managers
  • Short-term rental compliance services
  • HOA managers
  • Corporate housing providers
  • Co-living operators
  • Manufactured home community operators
  • New-home sales teams
  • Relocation companies
  • Real estate referral networks
  • MLS organizations
  • Realtor associations
  • Real estate schools
  • HOA boards
  • Co-op boards
  • Rent-to-own companies

Find a company or professional.

The directory includes mortgage companies, banks, credit unions, brokerages, title, insurance, appraisal management, surveying, home warranty, and contractors, plus licensed agents, brokers, loan originators, appraisers, home inspectors, and surveyors. Listings are compiled from public regulatory and licensing records.

Put it to work.

Open your workspace to use these capabilities, or compare the available plans before you start.