Build sequences that move clients through Qualify → Fund → Repair → Re-apply without lifting a finger. Push events to your own stack with webhooks. Pull or push data through the REST API with Bearer tokens.
Fire on any event: lead.created, dispute.responded, portal.document.uploaded, credits.purchased, and 40+ more.
Multi-step journeys with delays, conditions, and branching. Email, SMS, mail dispatch, internal task assignment.
POST to your endpoints on every event. HMAC-signed, with retry + delivery log.
Bearer-token authenticated /api/v1/clients, /leads, /letters. Build your own dashboards.
Client actions in the portal emit events your CRM sequences react to. Sequences can push tasks, messages, and document requests into the portal.
If readiness > 70 → send funding playbook email. If 3 disputes ignored → escalate to coach. No-code.