Loan Origination System
Select your LOS. Once selected, it will show you the integration options available for that LOS. Currently, only ARIVE has a real-time data integration with EpochOS. We also support bulk pipeline report uploads from LendingPad.
If you're setting up the ARIVE Zapier integration, your API key will be found here.
QuickBooks
If your brokerage uses QuickBooks for accounting, you can connect your account here. At this time, we help automate the revenue reconciliation aspect of your bookkeeping by posting a Sales Receipt into QuickBooks with the check broken down between revenue, tolerance cures, and pass-through expense reimbursements. This will reduce the manual entry required in QuickBooks, as you simply match the transaction with your bank feed once the check or wire hits your account.
We also handle Class accounting if your brokerage has individual P&Ls for Loan Officers.
More integrations coming soon!