AMY Onboarding
Onboarding

Let's put AMY on your loans.

Seven questions about how your shop actually runs — your stack, your volume, the part of the file that keeps stalling. At the end you get a setup plan built from your answers and a kickoff with a person, not a queue.

Who it's for
Lenders, brokerages and branches
Takes
About 6 minutes · saves as you go
Ends in
A kickoff on one real file

Step 1 of 7

First, who are we talking to?

One person owns the rollout on your side. Usually it's whoever is tired of chasing documents.

Tell us who you are.
That email doesn't look right.
We need a number we can reach you on.
Pick the closest one.

Step 2 of 7

Tell us about the shop.

Size and licensing decide how AMY is provisioned — one seat and one pipeline looks nothing like eleven branches.

We need the name on the licence.

Speeds up provisioning. Skip it if you don't have it to hand.

At least one state.
Loan officers on the team
Pick a size.
Files closed a month
Roughly is fine.

Step 3 of 7

What does she have to plug into?

AMY works inside what you already run. Nothing here is a migration — the LOS stays the system of record.

Your LOS
Pick one — "something else" is a fine answer.
Your CRM
Pick one.
Anything else she should touch — optional

Step 4 of 7

What does she take off you first?

Pick as many as apply. Whatever you choose here is what week one is spent wiring up — the rest follows once it's earning its keep.

Pick at least one.

Step 5 of 7

Where do your files stall?

This is the useful one. Say it plainly — it's what the first week is measured against.

How leads reach you today
Pick at least one.
The part that hurts most
Pick the worst one.

Step 6 of 7

When do you want to be live?

Kickoff is a working call, not a pitch. Bring one real file and we'll run it.

Kickoff window
Pick a window.
We'd rather not guess.

Step 7 of 7

Here's what we've got.

Change anything that's off, then send it. One person reads this — the same one who runs your kickoff.

Saved Enter to continue