Features

    Structured borrower entity review, with help to work through what needs attention.

    Accurate Entity Review. Assistance When You Need It.

    The EntityScan® Report

    Understand ownership, signing authority, entity status, and risk factors—with a suggested signature block.

    The EntityScan® Assistant

    Ask questions about your report, work through issues, or get help when you prefer different signers. Unlimited Assistant access is included.

    Inside Your EntityScan® Report

    Get the entity information your underwriting and closing teams need in a structured report delivered in minutes.

    EntityScan® Report

    A structured report with a concise summary of key entity provisions and findings for your team’s review.

    Clear Ownership & Signing Authority

    Understand who owns the entity and how its governing documents address signing authority.

    Suggested Signature Block

    Signature blocks align with attorney recommendations over 99% of the time—validated against 10,000+ attorney-prepared entity reviews.

    Entity Status Checks

    Check entity status in the formation state and the property state, when different.

    Document Anomaly Detection

    Identify document discrepancies and potential fraud signals that warrant attention.

    Risk Factors & Review Guidance

    See identified risk factors and color-coded guidance indicating how much attention they need, including which authority issues the suggested signature block mitigates.

    Understand the review guidance

    Meet the EntityScan Assistant

    Answers about your report. Help with what comes next.

    Unlimited EntityScan Assistant access included.

    Illustrative example.

    Why are you suggesting that both Ron and Angela sign?

    Both Ronald Mananas and Angela Mananas are suggested signers because the entity documents conflict on whether the company is managed by managers or members. Including both signers in both capacities resolves the inconsistency and satisfies the authority requirements for executing loan documents.

    But we only want Ron sign the loan docs.

    You could use a borrowing authorization form to authorize Ron to sign alone. Would you like me to generate that borrowing authorization form for you now?

    Understand your report

    Ask questions about findings and risk factors.

    Work through issues

    Get help addressing findings or using different signers.

    Get help with forms

    Get assistance with forms confirming signing authority or closing conditions.

    See EntityScan in Action

    See how your team can review borrower entities in minutes and work through issues with the included EntityScan Assistant.