Loan-exception resolution

Every fallout file, worked to a decision.

When a loan drops out of straight-through processing, Zenexis investigates it, gathers the missing evidence, and clears the condition — or escalates to an underwriter with a complete case file. It works inside your LOS, no rip-and-replace.

zenexis · sample resolution
Loan #LN-4471Investigating
Fell out of auto-processing
Root cause foundFound
Stated income ≠ VOE by $6,200
Evidence gatheredGathered
Pulled updated paystub · re-ran DTI
Escalated to underwriterEscalated
Complete case file attached
Working…via Encompass
Days → hours
Time to clear a stalled file
Fewer
Files aging past SLA
Higher
Pull-through on fallout
No new
Headcount to scale volume

Illustrative targets — actual outcomes depend on your fallout mix and policy.

The walkthrough

Watch a sample fallout file get resolved.

An illustrative example of one stalled loan moving from fallout to a decision.

zenexis · sample resolution
Loan #LN-4471Investigating
Fell out of auto-processing
Root cause foundFound
Stated income ≠ VOE by $6,200
Evidence gatheredGathered
Pulled updated paystub · re-ran DTI
Escalated to underwriterEscalated
Complete case file attached
Working…via Encompass
01

A file falls out

A loan drops out of straight-through processing — a missing paystub, an income-to-stated mismatch, an unresolved condition, a policy edge case. Today it lands in a queue and ages.

02

Zenexis investigates

An agent reads the file across your LOS, credit pulls, and document store — figures out exactly why it fell out, and what would clear it. No screen-scraping; it works through your systems and data.

03

It gathers the evidence

It retrieves or requests the missing document, re-runs the check, reconciles the mismatch against your credit policy, and assembles everything into one place.

04

Resolve or escalate — with a case file

Within policy, it clears the condition and moves the file forward. When judgment is required, it escalates to an underwriter with a complete, cited case file — not a raw alert.

Who it’s for

Mortgage first — built for every lender.

Mortgage lenders

Primary

Clear conditions and fallout faster across origination and processing. Zenexis works inside Encompass and Blend to resolve the files that stall before the clear-to-close.

Conditions & falloutTRID-awareEncompass · Blend

Consumer & fintech lending

API-first stacks welcome. Resolve stips, decisioning exceptions, and adverse-action edge cases without adding heads as volume scales.

Stips & decisioningAPI-nativeAdverse-action ready

Commercial & SMB lending

Resolve credit-memo gaps and spreading exceptions across nCino and Salesforce FSC, with a full evidence trail for the credit committee.

Credit memosSpreading gapsnCino · FSC
Integrations

Keep your stack. We catch the fallout.

Connects to your LOS, bureaus, and document store.
EncompassBlendnCinoSalesforce FSCMeridianLinkTemenosFinastraJack HenrySnowflakeExperianEquifaxPlaid
FAQ

Straight answers.

Do we have to replace our LOS?

No. Zenexis is a resolution layer that plugs into Encompass, Blend, nCino, and similar systems. You keep your stack; we work the files it kicks out.

Is this RPA / screen automation?

No. RPA replays recorded clicks and breaks when a screen changes. Zenexis agents reason about why a file fell out and how to clear it, acting through APIs and data — and adapting to cases you didn’t script.

What happens on a file that needs judgment?

It escalates to an underwriter with a complete, cited case file — the reason it fell out, the evidence gathered, and the relevant policy reference — so your team decides instead of re-investigating.

How do you handle compliance and audit?

Every action and decision is logged against your credit policy and authority limits, with a human on every consequential call. The trail is built to be examinable by risk and defensible in audit.

Which lenders is this for?

We lead with mortgage origination, and the same resolution layer supports consumer/fintech and commercial lending. If you originate loans and files fall out, it applies.