• Application Intake to Monitoring

Guide users through each phase with structured workflows that ensure nothing is missed.

• Automatic Task Assignment

Assign responsibilities to staff automatically based on program stage, funding type, or file status.

• Real-Time Project Monitoring

Track health & safety requirements, construction activities, inspections, and funding in one centralized dashboard.

• Custom Menus by Role

Assign database access based on staff roles—ensuring each team member sees exactly what they need, and nothing more.

• Smart Correspondence Tools

Generate email notices, monitoring letters, payoff requests, reconveyances, and subordinations—all from prebuilt or custom templates.

• Quick Lookup & One-Click Printing

Easily search applicants and generate key documents in seconds. No digging, no delays.

• Complete Reporting at Your Fingertips

Access reports and export-ready spreadsheets instantly—whether for internal management or government compliance.