Loan origination system
Identify your LOS, edition, available access, and required records. Define whether an exchange should create, update, or only reference the information in the destination system.
Enterprise integration planning
Connect the right workflow. Confirm the details first.
Your mortgage POS needs to fit the systems your company already uses. LoanBot integration planning starts with your LOS, identity requirements, and operating process—not an assumption that every connection is already active.
LOS connection capabilities
A capable platform. Your LOS at the center.
Bring your LOS, your process, and the handoffs you want to improve. We will help define the connection scope for your LoanBot deployment.
Byte
In development
ARIVE
Scoping required
EncompassEncompass
Scoping required
LendingPad
Scoping required
Calyx
Scoping required
LendingWise
Scoping required
Live LOS connections are not currently enabled. Each connection requires agreed scope, provider access, implementation, and validation before activation. Have a different LOS? Bring it to the conversation.
Pre-plumbed integrations
Familiar tools. A head start on connection.
LoanBot includes connection groundwork for the tools below. Availability depends on your plan, provider setup, and the workflow being activated.
Email & calendar
Gmail
Outlook
Google Calendar
Calendly
Video & meetings
Loom
Zoom
Microsoft Teams
CRM & automation
Zapier
Follow Up Boss
Files & signing
Docusign
Google Drive
OneDrive
SharePoint
Account verification and saved links are separate from syncing data, scheduling meetings, or sending messages and documents. Confirm the supported actions and activation requirements for each connection with LoanBot.
What to bring to the discussion
Describe the handoff you need, not just the vendor name.
Tell us which system is involved, what should move between systems, and who owns the result. An application transfer, a document handoff, and a status update are different requirements and may need different implementation work.
Identity and access
Bring your corporate identity provider and authentication requirements. SSO, MFA, provisioning, and offboarding must be validated for the actual deployment; this page does not assert an active connection.
Communication and relationship tools
Describe your CRM and communication workflows. Confirm the sender, recipient, permission, and approval requirements before activating any live outreach.
Implementation questions
Agree on the data, timing, and exception process.
A useful integration plan identifies the source of truth, the direction of each exchange, and what happens when the destination cannot accept an update. Review these requirements with your technology and operations teams before a pilot begins.
Mapping and ownership
Document the fields, records, file identifiers, and systems responsible for the information. Confirm which changes are allowed and which require human review.
Failure and recovery
Agree on how unsuccessful exchanges are detected, who handles exceptions, and what testing is needed before production use.
Activation and sign-off
Confirm access approvals, supported operations, any provider charges, and the acceptance checks in the implementation scope.
Common questions
What to know before you choose.
Is there a public list of guaranteed plug-and-play connections?
This page does not represent an approved production connector catalog. Ask LoanBot to confirm the current status, supported operations, and implementation requirements for each named system.
Does a roadmap item count as an available integration?
No. Planned, pilot, and production-ready connections should be identified separately. The written deployment scope should state what will actually be provided.
Bring your systems list to the demo.
We will use it to define the integration questions that need a concrete answer before rollout.
Business inquiries only. Do not submit borrower documents or sensitive personal information.