Stop chasing paperwork. oCoRM acts as your intelligent assistant, seamlessly syncing your text messages, applying smart logic to build document lists, and guiding your borrowers through a frictionless upload experience.
Configure custom rules once. oCoRM automatically determines exactly which documents each borrower needs based on their unique employment, properties, and application setup.
Text your clients naturally. We automatically extract emails from incoming texts, sync conversations, and trigger portal invites without you having to lift a finger.
Provide your borrowers with a beautiful, mobile-friendly upload portal. They can securely snap photos of their documents from their phone or upload directly from their computer.