Private by design
No audio is kept, and borrower data is used only to do your officers’ work, never to train a model. It runs in Proxara’s own Azure, or in yours.
SecurityHow Proxara works.
A borrower’s first call goes in. The application, the lead and one question in Teams come out, by the time you hang up.
What happens after the call.
- 01
On the call
Heard on your Work line. Each figure the borrower says goes in its own field, tied to the words that said it.
The call - 02
One question
Seconds after you hang up, one message in Teams. Your yes pulls credit, runs DU and sends the Loan Estimate, once.
The question - 03
The documents
What DU lists, asked for in your borrower app with its reminders, and each paper checked against the application as it lands.
The documents
Every call, read the same way.
Each side becomes words as it’s said. A model reads them into what was settled, and code checks every figure against the words before it’s written anywhere.
- It checks every figureEach fact keeps the words that said it, and code checks them before anything is written into Encompass or the CRM.
- The later word winsA figure corrected mid-call, or on a later call, replaces the earlier one, and the loan’s record keeps what it replaced.
- It knows a personal callThe people you mark personal are never heard. An unknown number is asked about once, and a call that’s clearly personal stops being heard.
One question.
The rest is settled.
Seconds after you hang up, one message in Teams: pull credit, run DU and send the disclosures. One tap runs all three, once.
- Credit, DU and disclosuresOne button, once per application, once the borrower has said yes to credit.
- Each messageEvery email or text to a borrower or an agent, until you let that kind go on its own.
- Who that wasA number Proxara doesn’t know, asked about once.
- Nothing elseThe price DU runs at, the taxes and the insurance are settled as an assistant would, and you can change any of them in Encompass.
Documents asked for and checked.
What DU lists goes to the borrower in the app your company already uses, with its reminders. Each paper is read as it lands.
A paystub that doesn’t match the income she gave, or a deposit to explain, goes back to her in plain words. You hear about it only when it’s yours to decide.
Questions about the systems
Through to closing.
When every paper is in and checked and DU approves, one more question: issue her pre‑approval letter? From there it keeps the loan moving.
- Your Friday updatesThe buyer’s and the agent’s status emails from your own templates, the finished steps read from the loan’s milestones in Encompass.
- Nothing slipsTitle, the appraisal, insurance, the rate lock and the conditions are tracked, and a lock about to expire reaches you.
Built to live inside a lender.
The model reads. Code decides.
A model reads the call into what was said. Code checks every figure against the words and decides what goes where, and DU or LP judge the loan.
Works in what they use
Encompass, the CRM, Outlook and the borrower app your company already has. Nothing new for borrowers, and officers call the way they always have.
Approved by your IT
Each connection runs on your company’s own accounts and is approved once. Each officer sets up their own phone from one link.
Your systems
See it run on a call.
Book a call and we’ll walk a borrower’s first call through it with you, in the order this page shows it.