Enterprise

Deploy RED across your entire origination team.

Your guidelines. Your brand. Your compliance framework. RED becomes the AI back office for every LO in every branch — with the analytics and controls a mortgage enterprise actually needs.

Security & compliance →See pricing
40%
Reduction in app-to-clear time
Pilot branches, first 90 days
3.2×
LO capacity multiplier
Files per originator, same headcount
100%
Consent & audit coverage
Every borrower, every touchpoint
Cinematic overview · 84s

RED, deployed across your book

A cinematic walkthrough of enterprise deployment — SSO wire-up, private guideline overlays, per-branch dashboards, and the compliance audit trail.

SSO & overlays Full audit trail Every branch, 24/7 Per-LO analytics Data you own
Enterprise capability stack

Four jobs. One RED. Enterprise-wide.

Everything you'd stand up with a platform team, an ops team, a compliance team, and a BI team — pre-built and configurable per branch.

Deploy

Pillar 01
SSO & role-based access

SAML / OIDC single sign-on. Branch manager, LO, TC, processor roles with tunable permissions.

Private guideline overlays

Your investor overlays and internal credit policy layered on top of agency rules. RED cites yours first.

White-label experience

Borrower portal, emails, flyers, and RED's voice — all in your brand, with your disclosures.

Multi-branch topology

Regional, branch, and team hierarchies with routing, capacity, and reporting scoped correctly.

Govern

Pillar 02
Compliance-first

TCPA, E-Sign, GLBA-aligned. Version + timestamp + IP captured on every consent.

Full audit trail

Every borrower touch, RED draft, and staff edit logged. Retention and export on your terms.

Policy versioning

Overlays and playbooks tracked with change history. Roll back or A/B test at the branch level.

Scale

Pillar 03
SLA-tracked routing

Round-robin assignment, response-time monitoring, automatic escalation. No lead sits > 15 min.

Enterprise-grade throughput

Autonomous doc chase, milestone nudges, and comms drafts running across every LO in every branch, 24/7.

Named CS + pilot team

Enterprise deployments get a named onboarding lead, guideline ingestion support, and a 60-day pilot.

Measure

Pillar 04
Per-LO analytics

App-to-clear time, pull-through, SLA compliance, doc-chase velocity — per originator and per branch.

Funnel dashboard

From landing capture through funded loan, every stage measured. Drill down to the borrower or up to the region.

RED contribution report

See exactly what RED sent, drafted, and closed on your behalf. Justify the seat, every quarter.

Built for the way enterprise mortgage runs

Every feature exists because a CLO, COO, or compliance chief asked for it before signing a pilot.

Private guideline overlays
Layer your investor overlays and internal credit policy on top of agency guidelines. RED cites yours first.
Custom brand experience
White-label the borrower portal, email templates, flyers, and RED's voice.
SSO & role-based access
SAML / OIDC. Branch manager, LO, TC, processor roles. Provision and deprovision at scale.
Per-LO analytics
App-to-clear time, pull-through, SLA compliance, doc-chase velocity, RED-drafted comms — per originator and per branch.
Compliance controls
TCPA, E-Sign, GLBA-aligned. Full audit trail on every borrower interaction and consent.
Dedicated pilot team
Named onboarding lead, guideline ingestion support, and a 60-day pilot with success benchmarks up front.

Why mortgage enterprises choose ReadinessIQ

  • One AI back office replaces four separate vendors (POS, TC, marketing, retention)
  • Every borrower touch flows through your compliance framework by default
  • LO capacity multiplies without adding headcount — measured, not promised
  • Reverse-referral network feeds every branch with pre-qualified buyers
  • Full audit and export on your terms — you own the data

What a pilot looks like

  1. Week 1 — Discovery

    We ingest your overlays, brand assets, and compliance disclosures. SSO wired up. Success metrics agreed.

  2. Week 2-4 — Pilot branch

    One branch (5–15 LOs) goes live with RED. Baseline metrics captured against control group.

  3. Week 5-8 — Measure

    Weekly check-ins with your enablement team. We tune guidelines, voice, and workflows to your book.

  4. Week 9+ — Scale

    Roll out to remaining branches with proven playbook. Named CS lead through general availability.

Let's talk about your book.

Enterprise pilots are limited each quarter. Reach out and we'll scope a 60-day evaluation for your team.

enterprise@readinessiq.ai · Response within one business day