THE REALITY
When deals live in email inboxes, visibility is zero. You don't know which applications are stalled, which documents are missing, or who is working on what. And client files are inconsistent across the board
Track applications from submission to funding. See incomplete files, manage documents, and communicate with your team and applicants in real time.
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THE SOLUTION
ROX gives your risk team a central command center. Solo underwriter or full enterprise team, you can see the status of every deal at a glance.
HOW IT WORKS
Command your pipeline.
Total visibility from submission to funding.
CAPABILITIES
Key Capabilities
Track every deal, manage documents, and keep your team and applicants in sync: all in one pipeline.
Real-Time Tracking
Visualize your pipeline to see exactly how many applications are in review, approved, or pending documents.
Document Management
Upload, store, and track the status of required documents. See instantly what is missing to unblock the deal.
Team Communication
Built-in tools for underwriters to leave notes and discuss specific files without switching to email.
Applicant Communication
Underwriters and sales associates can message applicants directly in ROX, so all communications stay secured with the file.
See Workflow Management in Action
Track every application from submission to funding in one pipeline. See stalled deals, missing documents, and team activity in real time.
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