Mortgage Lending · Vendor & Partner Information
LOS integration documentation
Technical and operational guide describing how a mortgage lender's loan origination system connects and exchanges data with an outside service or partner.
What it usually contains
- Data fields and formats exchanged between systems
- Connection setup steps, credentials, and test environment details
- Trigger points in the loan workflow where data is sent or received
- Error codes, troubleshooting steps, and support contacts
- Version history and notes on required updates
What the assistant uses it for
Answer questions about how a vendor or partner service plugs into the origination system, what loan data moves back and forth, and at what stage. Also useful for setup, testing, and resolving failed transmissions between the two systems.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
More in Vendor & Partner Information
Filed alongside this one.
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.