Lodasoft
An enterprise mortgage platform that eliminates complexity and automates the everyday loan process.
Overview
Lodasoft is a leading mortgage-industry workflow platform designed to eliminate manual work in the everyday loan process. I engineered core workflows and the dedicated portals that lenders, borrowers, and agents rely on daily.
The everyday loan process runs on manual handoffs, scattered documents, and opaque status — which is exactly what drives up cost, chaos, and cycle times across the lending pipeline.
Lodasoft is a digital workflow platform built by mortgage veterans. A configurable, task-based engine automates the rudimentary work and gives every party — lenders, brokers, borrowers, and agents — visibility, accountability, and one system of record from prospect to post-close.
What I did
- Built and modernized core loan-workflow modules, reducing processing bottlenecks across the lending pipeline.
- Developed the Admin / Super-Admin portals and the Borrower / Agent portals as polished, production interfaces.
- Streamlined complex mortgage processes into automated pipelines, improving efficiency for borrowers and agents.
Built for every side of the loan
Lodasoft for Brokers
A vendor- and lender-agnostic digital mortgage solution that hands brokers complete loan management — visibility, accountability, and automation of rudimentary functions in one secure system.
Lodasoft for Lenders
Enterprise intelligent loan manufacturing (iLM): task-based automation across the lending lifecycle that drives down the cost to originate and frees branches and staff to focus on growth.
Lodasoft TPO
An all-in-one, fully branded platform for third-party originators — so brokers and correspondents feel like first parties, with Dual-AUS, digital verifications, and a configurable pricing engine.
What it does
Borrower, agent & TPO portals
Secure 24/7 portals with real-time status, notifications, and condition-clearing for every party on the loan.
Loan app, docs, POS & eSign
Automated document collection, review, and eSignature from one dashboard — so you always know what's outstanding.
Smart tasks & workflow engine
A configurable, task-based engine that automates who does what, and when, at every stage — retail, wholesale, consumer-direct, and beyond.
CRM, dialer & lead management
Capture, nurture, and convert leads — referral, purchase, or refi — with the strategy built directly into the workflow.
Email & text automation
Triggered messaging to staff, borrowers, and realtors at any stage of a transaction — from templates or your own.
Dynamic reporting
Configurable dashboards and thresholds that surface the weakest link before it weakens — actionable, real-time intelligence.
An agentic layer over every loan file
The newest evolution of the platform moves beyond OCR: an agentic engine that reads documents like a seasoned processor and works continuously in the background.
Agentic data extraction & validation
Interprets documents, cross-checks values, flags discrepancies, and identifies missing information automatically — handing the team structured, ready-to-use data.
Processor assist
Agentic reasoning generates and completes the next steps — updating loan files, triggering alerts, running calculations — so processors focus on judgment, not paperwork.
Processor assist dashboard
A real-time workspace showing what the AI has completed, what's pending, and what needs human attention — accept or override any suggestion in a click.
Building something similar?
I can own it end-to-end or drop into your team.