Rules Engine
Your rules, applied instantly.
Configure eligibility criteria that run on every application the moment it arrives. No manual review needed.
Rule Types
Beyond simple thresholds.
DTI ratios, income calculations, custom expressions.
Build compound formulas that evaluate ratios, percentages, and weighted scores. Combine any data points from the application or extracted documents into a single calculation.
- Front-end and back-end DTI calculations
- Custom expressions with any combination of fields
- Percentage-based rules and weighted scoring
How Rules Apply
Three steps. Zero delay.
01
Application arrives
A new submission enters the system from any channel.
02
Rules execute
Every configured rule runs against the application data in milliseconds.
03
Eligible / Ineligible / Review
The application is categorized and routed to the right queue automatically.
No queue. No waiting. Rules fire the instant data arrives.
Configure Per Product
Different products, different rules.
Each loan product gets its own rule set. Configure once, apply automatically to every application that matches.
Purchase loans
Stricter DTI limits, appraisal cross-checks, and down payment verification.
Refinance
Current mortgage validation, equity calculations, and rate comparison rules.
HELOC
Combined LTV caps, draw period rules, and property valuation checks.
Real-time Results
Every application sorted before you open your inbox.
Eligible applications surface first. Ineligible ones are archived with reasons. Edge cases land in a review queue with full context. Your pipeline is pre-sorted before you start your day.