OpenAdapt for mortgage & lending ops
Your team copies the same loan-file data between documents and Encompass all day. OpenAdapt compiles that workflow once.
Record one pass of the task — open the loan documents, find the fields, enter them into the LOS — and OpenAdapt compiles it into a deterministic automation that runs on your own machines. Healthy runs make no cloud model calls, and when an LOS screen changes, the fix is proposed as a reviewable diff.
How it works
A demonstration compiler: one recording in, a deterministic automation out.
- 1.0
Record
Do the task once while OpenAdapt captures screens and inputs.
- 2.0
Compile
The demonstration becomes an editable script: visual anchors, per-step assertions, parameters.
- 3.0
Run
Deterministic replay in milliseconds, locally, no per-run model calls.
- 4.0
Self-heal
When the UI drifts, a fallback ladder finds the target and proposes the fix as a diff.
- 5.0
Audit
Every run produces an illustrated report: what ran, what it saw, what changed.
Why local matters here
Borrower data stays in your environment. OpenAdapt is local-first by architecture: recordings, compiled scripts, and replays never leave your infrastructure, and PII scrubbing tooling is included. Because it works from the screen, it operates desktop LOS software like Encompass directly — no API integration project required.
What a lending team can compile
- Turn a recorded loan-file session into an automation that moves borrower data between documents and your LOS screens.
- Extract fields from loan documents into Encompass — and pull data back out for disclosures, portals, and spreadsheets.
- Hand QC and compliance an illustrated report of every run: what ran, what it saw, what changed.
Show us one loan-file workflow
Bring your highest-volume data-entry task to a 15-minute call and we'll map what compiling it would look like in your environment.
Book a demo