This support app now persists cases, lets customers continue the conversation on-ticket, and turns the old static help content into structured knowledge base pages.
Partner configuration, SSO, SCIM, webhooks, and API integrations.
Launch, onboarding, navigation, and first production workflows.
1003 intake, counseling, FA workflows, and condition management.
Dashboards, warehouse exports, and board reporting workflows.
Known issues, diagnostic steps, and mitigation guidance.
Rules engine behavior, overlays, compliance controls, and auditability.
Enable and tune the FA rules engine, residual income overlays, LESA assumptions, and manual-review triggers.
How the 1003 maps onto ReversePilot intake workflows, including HECM-specific fields and conditional sections.
Logging certificates, validating expiration dates, and handling a timed-out counseling cert.
Workflow patterns for tracking conditions through processing and underwriting.
Map IdP groups into tenant roles and control branch-scoped access automatically.
Use warehouse exports and filtered dashboards to create executive reporting packs.