CMG AI Scenario Desk
Find the best-fit loan, flag potential issues, and explain options clearly with smart automation tools.
AIO Loan Assistant
Help clients visualize the All-In-One loan. Upload their last 12+ months of bank transactions to estimate how low their loan balance could go with income offsets and daily interest.
Conforming Loan Tool
Review standard guidelines, DTI limits, reserves, and income rules. Fast answers, even for curveballs.
Non-QM Scenario Assistant
Instantly match borrowers with bank statement, 1099, DSCR, or asset-based options.
Construction Loan Advisor
Assist with One-Time Close, Two-Time Close, renovation, and construction-to-perm loans. Great for structuring projects, comparing investor overlays, or identifying which construction product best fits your scenario.
DPA Loan Navigator
Explore down payment assistance options available through CMG and match them to buyer scenarios based on income, loan type, and geography.
CMG Jumbo Loan Assist
Navigate jumbo guidelines, investor overlays, reserve calculations, and qualification requirements for high-balance borrowers.
CMG Second Mtg Guide
Compare fixed second liens and HELOCs. Calculate blended rates and evaluate when to recommend standalone vs combo loan structures.
CMG AI Scenario Desk
Find the best-fit loan, flag potential issues, and explain options clearly with smart automation tools.
AIO Loan Assistant
Help clients visualize the All-In-One loan. Upload their last 12+ months of bank transactions to estimate how low their loan balance could go with income offsets and daily interest.
Conforming Loan Tool
Review standard guidelines, DTI limits, reserves, and income rules. Fast answers, even for curveballs.
Non-QM Scenario Assistant
Instantly match borrowers with bank statement, 1099, DSCR, or asset-based options.
Construction Loan Advisor
Assist with One-Time Close, Two-Time Close, renovation, and construction-to-perm loans. Great for structuring projects, comparing investor overlays, or identifying which construction product best fits your scenario.
DPA Loan Navigator
Explore down payment assistance options available through CMG and match them to buyer scenarios based on income, loan type, and geography.
CMG Jumbo Loan Assist
Navigate jumbo guidelines, investor overlays, reserve calculations, and qualification requirements for high-balance borrowers.
CMG Second Mtg Guide
Compare fixed second liens and HELOCs. Calculate blended rates and evaluate when to recommend standalone vs combo loan structures.
⚠️ Beta Disclaimer
This system is currently in beta testing and should be used with caution.
Please do not upload personal identifiable information (PII) such as names, social security numbers, full tax documents, or client IDs.
If uploading income documentation (e.g. W-2s, paystubs, tax returns), only include screenshots showing numbers (earnings, deductions, totals) and exclude any client-specific identifiers.
Uploading a 3.4 file is only acceptable if it is a test file — where the scenario data is accurate but all PII has been replaced with placeholder names like "John Doe."