All the Features from SafeboxIQ CORE, PLUS everything else below:

Workflow and User Specifics

  • User classes (Processor, Loan Officer, Assistant, etc.)

  • Role-based access privileges on features and functions

  • Workflow and milestones syncing with LOS and POS (subject to assessment)

  • PTD and PTF and other conditions mapping for submission packages

Gap Analysis, Needs List, Checklists

  • Enables you to send your borrower a "Needs list"

  • Find out the "gaps" upon receiving documents

  • Send upload link to borrower through Guest Access Management via email specifying “gaps” detected for loan

  • Configurable document checklists for different loan products and requirements

Virtual Sandbox for Submissions

  • Assemble submissions as easy as clicks and drags

  • Use customized templates for instant assemble - make a package in seconds

  • Save as one PDF or a sorted ZIP file - depending on your submission needs

Collaborative Virtual Workspace

  • Work together with team members through the Conversation Log

  • Make notes visible on the document with Sticky Notes

  • View and comment on documents for your team without downloading

  • Automates the sorting of signed documents from your borrower

  • Feed document packages to your scanner and have it sorted to your electronic folders without you doing anything

  • Works best on documents with barcodes

  • Saves hundreds of manhours from manually sorting papers

Post Closing Document Support

Performance Monitoring Tools

  • Pipeline reports for users

  • Timestamps on milestones and time spent per stage

  • Feature to email other users for inquiries on performance metrics 

  • Manager and team views for group performance monitoring

Income Summary

  • Best for doing pre-qualification 

  • Computes income sources once documents are processed

  • Supports most wage and self-employed scenarios

  • Results are displayed based on industry standard analysis spreadsheets

  • Choose income sources and computation from the results

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100 Pine St. (Suite 1250), San Francisco CA 94111 

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