Lender Toolkit’s Disclosure Automation – a powerful solution that combines Robotic Process Automation (RPA) and Artificial Intelligence (AI) to deliver accurate and compliant disclosures in minutes.

Lender Toolkit’s Disclosure Automation enables production staff to easily validate and deliver accurate disclosures. It works seamlessly with the existing loan origination system (LOS) and point of sale (POS) and automates the following tasks:

• Validate the loan data and check for any missing or inconsistent information
• Generate the Loan Estimate (LE) and Closing Disclosure (CD) based on the latest rules and regulations
• Deliver the disclosures to the borrower via email or e-signature platform- Notify the production staff of any changes or issues that require attention

By using Lender Toolkit’s Disclosure Automation, we can:

• Digitize the disclosure workflow and reduce manual work and human errors
• Quickly deliver compliant LEs and CDs anytime, and anywhere
• Enhance the borrower experience and satisfaction by providing timely and transparent disclosures