Compass

Channels

Compass listens across everything so nothing slips. Connect a source once and it flows into the right loan automatically.

Email

Outlook — david.k@brightpathmtg.com

Connected

Slack

BrightPath Mortgage workspace

Connected

ARIVE

Loan origination — connected via Zapier

Connected

WhatsApp

Borrower messaging

Bank emails

Summit Bank, Wells — auto-detected

Auto-detected

How merging works

Compass reads names, addresses and loan numbers to attach every message to the right file. You'll always see the original source on each activity item, so you can trust where it came from.