Where the borrower completes the application.
The POS Workspace is the formal application and file-completion experience: structured borrower data, documents and messages. It is connected to — but different from — the Strategy Portal and the lead funnel.
What it is
The application layer that feeds the workflow.
Most POS tools create a data dump. This intake flow captures borrower information in a structured format that maps directly to workflow stages, readiness signals and the document checklist — so the broker always knows where each application stands.
Real product
A formal application workspace—not the lead funnel.
The borrower enters a branded loan workspace to start or resume the full application, manage documents and continue the file.
Captured in controlled FastIQ environments using synthetic, aggregate, placeholder or public demonstration information. Live rates and operational totals change over time.
Two borrower experiences
Application execution is not strategy presentation.
The two experiences share one borrower record, but each has a different job.
- ✓Starts or resumes the formal borrower application
- ✓Collects structured loan, property, income, asset and contact information
- ✓Keeps application access separate from the lead funnel’s SMS verification
- ✓Supports application documents, messages and file completion
- →Starts from a priced and evaluated scenario
- →Explains the loan officer’s borrower-specific recommendation
- →Compares saved mortgage structures side by side
- →Preserves strategy snapshots and recommended next actions
What it includes
What's included.
Structured loan, property, income, asset and contact fields
Secure borrower application access
Field-level logic — loan purpose, property type, occupancy
Application tied directly to file workflow on submission
Borrower can save progress and return
Broker receives structured intake, not a raw form dump
Mobile-optimised for any device
Connected workflow
Intake connected to every downstream stage.
When a borrower submits an application it doesn't land in a queue — it creates a structured file the broker can immediately assign, stage and begin moving through workflow. Intake and readiness checks follow from the POS Workspace; strategy presentation remains a separate, connected experience.
Next step
See how intake connects to your workflow.
Request access for a walkthrough of the borrower application and intake flow.