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Disclosure automation
Trigger disclosures and CoC notices from loan events — not manual queues.
Accelerating condition clearing
Conditions cleared at intake, not post-close QC
A modern loan origination system with built-in AI that works alongside your team — validating documents on arrival, clearing conditions in real time, and keeping every file audit-ready from day one.
Mortgage-first · Auto, BNPL & commercial ready · Humans stay in control of every decision
Loan #4821 · Purchase · Fannie Mae
Drop document here
PDF, DOCX, or image
PDF
LoanApp_4821.pdf
2.4 MB · Uploaded just now
AI recommendations
- ✓ Income verified against W-2 and paystub
- ! Large deposit detected: $48,500
Accept
Modify
LOX condition auto-added
Letter of Explanation · Required
Founder-led pilot — run your own loan documents through intake, validation, and condition clearing. Extended 30–60 day pilots for qualified lenders. Request access →
Real time
Document validation against agency guidelines on upload — not at QC
Zero touch
Conditions created from extracted data — large deposits, missing docs, and more
Audit-ready
Tamper-evident records for every document touch, decision, and workflow step
Bank Statement · Jan 2026
Validated
Paystub · Borrower 1
Review
Tax Return · 2024
Missing page 2
Checked against GSE guidelines the moment each file lands
Documents checked on arrival
Every document is automatically validated against agency guidelines the moment it's uploaded. Issues are flagged in real time so your team reviews exceptions — not every page — and moves loans forward with confidence.
- → Instant extraction from W-2s, bank statements, tax returns, and more
- → Real-time validation against investor and GSE overlays
- → Sensitive fields redacted before anything hits persistent storage
Self-organizing file room
Put a team of AI processors on every file. Automatically categorize and rename new documents, replace outdated versions, and progress conditions — so processors spend time on judgment calls, not file hygiene.
- → Auto-categorize by document type and loan milestone
- → Replace outdated versions without manual cleanup
- → Progress conditions as documents satisfy requirements
Before → After
Unsorted upload
- scan_final_v3.pdf
- IMG_2847.jpg
- doc (1).pdf
Organized file room
- Bank Statement · Jan 2026
- Driver's License · Borrower 1
- Purchase Agreement · Signed
Bank Statement
Extracted$48,500
Large deposit · Jan 14
↓
LOX Condition
Letter of Explanation required for large deposit
Auto-addedConditions added from data
Conditions are created automatically from extracted document data and loan fields — not from manual checklists. Large deposits, missing pages, income gaps, and investor overlays surface as actionable tasks the moment they're detected.
- → Conditions generated from extracted fields, not templates alone
- → Dynamic to-do lists your team clears in one place
- → Focus on exceptions — AI handles the repetitive clearing
Trackable data rooms for diligence
Share loan packages with investors, wholesale partners, or during repurchase defense via secure virtual data rooms — with engagement analytics and a cryptographic audit trail. No separate per-deal VDR contract.
- → Coneshare VDR links with viewer activity tracking
- → Controlled access for external parties — investors, counsel, QC firms
- → Documents stored in isolated tenant buckets — zero egress fees at scale
Investor diligence package
- Loan file · #4821 Shared
- Bank statements + LOX Viewed · 2h ago
- Investor overlay checklist Downloaded
Engagement analytics and audit trail included — not a bolt-on DocSend license
If you can do it, we can automate it
Configurable rules automate disclosures, change-of-circumstance notices, compliance checks, and task generation — without waiting on IT for every workflow change.
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Compliance monitoring
TRID, RESPA, ATR/QM, and investor overlays checked continuously — not at post-close QC.
🔗
Integrations & data rooms
Connect pricing engines, document providers, and servicing systems via API — plus secure VDR sharing for investor due diligence and repurchase defense.
👤
Human-in-the-loop
AI organizes and pre-reviews — final underwriting decisions stay with your team.
Built different from legacy LOS
Most systems bolt AI onto decades-old architecture. See The Greens LOS is built on a unified orchestration platform — one surface for documents, memory, workflows, and compliance.
| Typical legacy LOS | See The Greens LOS | |
|---|---|---|
| Document intelligence | Manual review or bolt-on OCR | Validated on upload with agency-aware extraction |
| Institutional memory | Lost on session end or pod restart | Persistent deal context across every interaction |
| Audit trail | Mutable logs, sampled QC | Tamper-evident Merkle records on every action |
| Workflow changes | IT tickets and release cycles | No-code rules ops teams configure directly |
| Future integrations | Siloed vendor APIs per system | One API for your whole stack — documents, workflows, and notifications |
Full architecture & integration guide →
Reduce repurchase risk
Catch defects at the point of delivery with audit-ready files investors trust.
Close faster
Clear conditions in real time instead of cycling files through post-close QC.
Scale without headcount
Handle more volume with the same team — AI takes the repetitive work.
Security and compliance built in
Not an add-on tier. Role-based access, encryption at rest and in transit, and continuous compliance monitoring are the baseline — because regulated lending demands it.
Security & compliance overview →Powered by ClawQL — orchestration platform behind the scenes; invisible to your ops team
Pricing that scales with volume
Priced against the IDP + VDR stack you already pay for — not per-seat licensing. Production lenders start at $599/month; dedicated namespaces with lending-specific models from $1,200/month.
Pilot
Prove it on your files
Extended 30–60 day pilot on your document types and investor overlays. Longer evaluation windows — not permanent price discounts.
Custom scope · Live in 2–4 weeks
Production
From $599/mo
Full document intelligence, condition automation, and compliance on managed shared infrastructure with tenant-isolated storage.
Scales with loan volume · 99.5% SLA
Professional
From $1,200/mo
Dedicated namespace, lending vertical fine-tune, and sovereign LLM inference. Your loan data never touches shared infrastructure.
SSO · SIEM · Coneshare VDR · 99.9% SLA
Enterprise
From $3,500/mo
Dedicated node, custom fine-tuning with retraining, multi-region residency, DPA/BAA, and dedicated customer success.
Sovereign Security Pack included
Platform tiers and add-ons at ClawQL pricing. Optional Sovereign Security Pack (+$200/mo) on lower tiers.
Frequently asked questions
What is See The Greens LOS?
A cloud-native loan origination system with AI-driven automation for document processing, condition management, and compliance. It helps lenders streamline production, improve loan quality, and reduce processing time.
How does AI help my operations team?
AI automates document categorization, validation, condition creation, and task generation — so your team focuses on exceptions and high-value work instead of repetitive file handling.
What happens if AI gets it wrong?
When extraction confidence falls below your threshold, the loan routes to a human review queue before proceeding — it does not silently move forward. AI recommendations are logged alongside human decisions so you can audit every override.
Does AI make underwriting decisions?
No. AI organizes, extracts, and pre-reviews data. Final underwriting and credit decisions remain with your licensed processors and underwriters — with human-in-the-loop gates at every critical step.
Can we configure workflows without IT?
Yes. Ops leaders configure business rules, condition logic, and automation triggers directly — no release cycles required for most workflow changes.
Does it integrate with our existing stack?
Yes. Connect document providers, pricing engines, CRM systems, and servicing platforms via API. The unified gateway means one integration surface instead of dozens.
What does a pilot include?
Qualified lenders get an extended 30–60 day pilot on their own document types and investor overlays — real intake, extraction, condition clearing, and audit records. We extend evaluation time instead of discounting list price.
How is compliance handled?
TRID, RESPA, ATR/QM, and investor overlays are monitored continuously. Every document touch and workflow step produces an audit record — so QC starts at intake, not after closing.
See it on your loans
Book a demo or request a pilot. We'll run your document types through intake, validation, and condition clearing — real files, not a canned slide deck.
- ✓ Extended 30–60 day pilot on your loan files
- ✓ Integration and migration planning with your stack
- ✓ Production from $599/mo · Professional dedicated namespace from $1,200/mo