Start with a real reference.
Find applications by address, deal name, owner, status, or recency. Retrieve a staff review link or an existing application PDF.
A connected lending operation.
From first detail to signed application.
- CLIENT
- Vaster
- SECTOR
- Private lending
- THE WORK
- Intake, integrations & agents
- TOUCHPOINTS
- Borrower portal · Staff tools · Slack
VASTER / CONNECTED LENDINGINSIDE THE WORKFLOW
01 / THE STARTING POINTEvery route in.
Every route in.
One connected record.
Capture the details once. Keep them useful across the operation.
Borrower portalEncompass importOscar + MCP
A shared application for the work ahead
01 / 05
One application. Several ways in.
Borrowers, loan officers, and connected assistants contribute to a shared application that carries the work forward.
02 / 05
Information becomes working records.
Contacts, properties, documents, and the deal arrive connected in HubSpot. Existing pipeline decisions stay with the lending team.
03 / 05
Sensitive access is a deliberate step.
Masked SSNs, encrypted storage, credit authorization, and recorded access give identity information a considered handling process.
04 / 05
The signed document finds its way home.
Box Sign coordinates applicant signatures. The completed PDF returns to the application and its HubSpot deal.
05 / 05
Operations can work from the conversation.
Oscar connects Slack to application discovery, validation, PDFs, and approved updates through Vaster’s MCP tools.
THE OPERATION BEHIND THE INTERFACE
Every handoff
is part of the product.
A loan application has to become something the lending team can act on: a connected deal, a complete set of documents, recorded authorization, and a signed application.
The work brings borrower intake, internal operations, and Vaster’s existing systems into a shared workflow. The details matter at every boundary—what gets updated, who can see sensitive information, where a document belongs, and which actions need a person’s approval.
01 / CONNECTED RECORDS
Give the team a deal
they can work with.
Turn borrower information into the records, relationships, and documents that Vaster’s team uses to move a loan forward.
Submission creates or updates HubSpot contacts and deals, connects applicants, guarantors, co-guarantors, and brokers, and creates a listing for each subject property. Encompass imports bring existing loan information into the application, with missing fields surfaced for completion.
THE DETAIL THAT MATTERS
An update preserves an existing deal’s pipeline, stage, and close date. The application adds information without overwriting the lending team’s decisions.
02 / IDENTITY & CONSENT
Make sensitive access
a considered action.
Give staff a controlled way to use identity information, with evidence of the authorization behind it.
Dedicated SSN handling uses encrypted storage and masked values. Revealing an SSN requires credit authorization and a stated reason; the access result is recorded, and the displayed value hides again after 30 seconds.
THE DETAIL THAT MATTERS
Credit authorization creates a companion PDF with the disclosure version, acceptance time, and context. Staff can also record phone authorization through a dedicated workflow.
03 / SIGNATURES & DOCUMENTS
Carry the application
through to a signed record.
Connect signature collection to the application and the working CRM deal.
Box Sign receives a generated application with signature fields and invites applicants in parallel. Reminders and staff controls support follow-up, resending, and cancellation. When signing is complete, the system retrieves and stores the signed PDF, then attaches it to the linked HubSpot deal.
THE DETAIL THAT MATTERS
Existing signature requests can be reused, and completed callbacks are recognized so repeated deliveries can be skipped. The signed document has a defined destination.
04 / OSCAR + MCP
An operations assistant
connected to the actual work.
Oscar brings application tools into Slack, where Vaster’s operations team can find, review, and prepare a loan file in conversation.
Ask what’s missing.
Inspect a draft and check it against the application’s validation rules. Bring missing or inconsistent information back to the team.
Make the next step easier.
Update a draft, attach an original Slack document to the right applicant, or generate a missing PDF—with approval for changes.
ONE SET OF APPLICATION TOOLS
Slack Oscar MCP Vaster
MCP also gives supported assistants a way to draft, validate, and attach documents to the same application. Work can continue in the browser for borrower review and signing.
Access is restricted to authorized operations staff. Changes and document attachments require approval. Borrower consent and lending decisions remain with people.
THE BORROWER EXPERIENCE
The care extends
to the front door.
A guided application keeps the loan details, people, properties, and documents connected while the borrower works.
Explore the actual application screens
Open full-size image in a new tab
Open full-size image in a new tab
Open full-size image in a new tabActual application captures with demonstration data.
THE NEXT STEP
Your prototype got you here.
What would it take to ship it?
Show me what you’ve built and where it breaks.
We’ll map out what it takes to make it real.