Does the loan officer need a new app?

Only to read a voicemail or a call’s notes. Calls ring on a second line, marked Work, on the iPhone they already carry, and they call from the Phone app as they always have. Everything else lands in Encompass, the CRM and Outlook.

Do borrowers see Proxara?

No. They hear from their loan officer, from the officer’s own number and mailbox, and send documents through your borrower app.

What does our IT approve?

A user for Proxara in Encompass, Microsoft 365’s consent for the officer’s mail, calendar and Teams, and a key for your borrower app. The officer’s phone needs nothing from IT.

In Proxara’s own Microsoft Azure, so an officer can start without anything installed. A company that wants it in its own Azure can have it there.

What about recording laws?

Telling the other side is the officer’s, in their usual greeting. The people they mark personal are never heard, no audio is kept, and once someone asks not to be recorded, nothing more is kept.

You take the call. We do the rest.

Proxara hears your work calls and does what an assistant would after each one: the application in Encompass, the lead in your CRM, and credit and DU once you say yes.

Book a call How it works

Works with

Encompass^® Total Expert

Microsoft 365 Fannie Mae

The work after the call, done.

The application in Encompass, the lead and who sent it, the follow-up on your calendar. Done by the time you hang up, and you’re asked only what’s yours to decide.

How it works Security

How it works.

Call with Nicole Barrett · Purchase · $395,000

Proxara

Heard on your Work line
Application in Encompass
Lead from Desert Rose in Total Expert
Follow-up on your calendar
One question in Teams

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Income$115,000 a yearSavings$50,000Referred byDesert RoseCreditOK to pullProperty2211 Vinsetta BoulevardPrice$395,000Down payment10%EmployerBeaumontIncome$115,000 a yearSavings$50,000Referred byDesert RoseCreditOK to pullProperty2211 Vinsetta BoulevardPrice$395,000Down payment10%EmployerBeaumont

You talk. Proxara does the typing.

Your own number: calls ring on a Work line on your iPhone, and borrowers see the number they’ve always had.
Heard as you talk: each figure goes in its own field in Encompass, and the lead and who sent it into your CRM.
Seconds after you hang up: the follow-up is on your calendar and one question waits in Teams.

The application, without the typing

From the callEvery figure the borrower says, in its own field in Encompass, before you’ve hung up.
Credit, DU and the Loan EstimateOn your one yes, with the Loan Estimate out inside its deadline.

How the call works

The documents, without the chasing

Asked in your borrower appThe list DU asks for, in the app your borrowers already use, with its reminders.
Checked as they landEach paper read against the application. What doesn’t match goes back to the borrower, not to you.

How documents work

What your shop gets.

Officers sell. They don’t type.

The application, the tracker and the follow-ups are done after every call, so the day goes on borrowers and agents.

Every lead tracked.

Every call with a new borrower ends as a row in the tracker, with who sent them and the next step.

An assistant for every officer.

The work a top producer hands an assistant, done for every officer on the team, without the hire.

Private by design.

No audio, ever.
Each side of a call becomes words as it’s said, and nothing is recorded. A call is kept as what it settled, with a summary.
What’s kept
Never used to train.
Borrower data does your work and nothing else. Proxara never uses it for itself, and no model is trained on it.
Security
The model reads. Code decides.
A model reads the call into what was said. Code checks every figure against the words, and DU or LP judge the loan.
How it works

Approved by your IT.

Does the loan officer need a new app?: Only to read a voicemail or a call’s notes. Calls ring on a second line, marked Work, on the iPhone they already carry, and they call from the Phone app as they always have. Everything else lands in Encompass, the CRM and Outlook.
Do borrowers see Proxara?: No. They hear from their loan officer, from the officer’s own number and mailbox, and send documents through your borrower app.
What does our IT approve?: A user for Proxara in Encompass, Microsoft 365’s consent for the officer’s mail, calendar and Teams, and a key for your borrower app. The officer’s phone needs nothing from IT.
Where does it run?: In Proxara’s own Microsoft Azure, so an officer can start without anything installed. A company that wants it in its own Azure can have it there.
What about recording laws?: Telling the other side is the officer’s, in their usual greeting. The people they mark personal are never heard, no audio is kept, and once someone asks not to be recorded, nothing more is kept.