Digitize Your Mortgage Workflow
Managing residential mortgage files requires seamless, secure communication between legal professionals and financial institutions. Relying on external portals, manual data entry, and file downloads creates fragmented workflows, introduces risk, and slows down your closing process.
Prolegis solves this by integrating directly with FCT’s Lender Lawyer Connect (LLC) platform. This powerful connection digitizes your mortgage workflow, allowing you to manage instructions, status updates, documents, funding requests, and reporting entirely from within your Prolegis matter file.
Seamless Workflow & Real-Time Data Synchronization
Eliminate redundant logins and manual data transcription. The Prolegis-LLC integration creates a single, unified point of truth for every real estate transaction involving an LLC mortgage.
Direct Matter Linking: Connect any Prolegis matter directly to its corresponding LLC file with a single click, instantly importing and assigning digital mortgage instructions from participating lenders.
In-Platform Status & Updates: View the real-time status of your mortgage file and update necessary information directly within Prolegis. This shared, centralized view ensures your entire team is working with the most current data, eliminating delays and improving accuracy.
Streamlined Document & Financial Management
Gain total control over the flow of critical documents and funds without ever leaving the Prolegis environment.
Integrated Document Control: Securely manage documents related to the mortgage file. Upload, download, and store lender instructions, forms, and executed documents in your Prolegis matter, all while synchronizing with the LLC platform. Say goodbye to hunting for documents across separate systems.
Efficient Fund Requests (Draws): Simplify your cash flow management. Prepare and submit your Request for Funds (draws) directly to the lender from within Prolegis, utilizing pre-populated matter data to minimize errors and accelerate the funding timeline.
Simplified Final Reporting & Compliance
Ensure a compliant, transparent, and accurate closing process with integrated final reporting.
One-Click Final Reporting: Easily generate and submit the Final Report to the lender directly from your Prolegis matter. The system uses verified matter data to auto-fill forms, ensuring accuracy and saving significant staff time.
Complete Audit Trail: Every step—from instruction assignment and document exchange to funding requests and final reporting—is logged and tracked within your Prolegis file. Maintain an indisputable, audit-friendly deal history that meets the highest standards of professional and regulatory compliance.
As a legal professional, protecting your client and your practice is essential. That’s why we’ve partnered with Treefort Technologies to implement an Identity Verification feature into Prolegis.
✅ Verify client identities to prevent fraud and ensure compliance
✅ Quick, secure, and hassle-free process
✅ Streamline client intake and secure sensitive data
Start using Prolegis' Treefort Technologies integration to verify your clients today!