SAFEBOXIQ SERVICES

RACK AND STACK

• 100% of documents are split and unitized

• 100% of documents are named and categorized

• Normalized naming and labeling based on industry standards with accuracy of 99.95%

• Sort your documents to configurable folders

• Secure cloud storage with 99% up-time commitment and data encrypted at rest

• Secure upload links for your clients with drag and drop convenience

• Receive notifications once uploaded and processed 

INCOME SUMMARY

• Best for doing pre-qualification 

• Data from documents are extracted and consumed using automation and proprietary tools

• Computes income sources once documents are processed

• Supports most wage-earner and self-employed scenarios

• Results are displayed based on industry standard analysis spreadsheets

• Choose income sources and computation from the results

ENSURE COMPLETENESS

• 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

• An option for seamless to your LOS via systems integration

PERFORMANCE MONITORING

• 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

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

• See a files audit trail through the Timeline