ROX

Your entire pipeline.
One clear view.

Your entire pipeline.
One clear view.

Track applications from submission to funding. See incomplete files, manage documents, and communicate with your team and applicants in real time.

Track applications from submission to funding. See incomplete files, manage documents, and communicate with your team and applicants in real time.

THE REALITY

THE REALITY

When deals live in email inboxes, visibility is zero. You don't know which applications are stalled, which documents are missing, or who is working on what. And client files are inconsistent across the board

THE SOLUTION

THE SOLUTION

the problem

ROX gives your risk team a central command center. Solo underwriter or full enterprise team, you can see the status of every deal at a glance.

HOW IT WORKS

Command your pipeline.

Total visibility from submission to funding.

Key Capabilities:

Real-Time Tracking:

Visualize your pipeline to see exactly how many applications are in review, approved, or pending documents.

Document Management:

Upload, store, and track the status of required documents. See instantly what is missing to unblock the deal.

Team Communication:

Built-in tools for underwriters to leave notes and discuss specific files without switching to email.

Applicant Communication

Underwriters and sales associates can message applicants directly in ROX, so all communications stay secured with the file.

Real-Time Tracking:

Visualize your pipeline to see exactly how many applications are in review, approved, or pending documents.

Document Management:

Upload, store, and track the status of required documents. See instantly what is missing to unblock the deal.

Team Communication:

Built-in tools for underwriters to leave notes and discuss specific files without switching to email.

Applicant Communication

Underwriters and sales associates can message applicants directly in ROX, so all communications stay secured with the file.

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