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OpenAdapt for mortgage & lending ops

Your team copies the same loan-file data between documents and Encompass all day. OpenAdapt is built to compile that workflow once.

Record one pass of the task (open the loan documents, find the fields, enter them into the LOS) and OpenAdapt compiles it into an automation that runs on your own machines. Healthy runs make no cloud model calls, and when an LOS screen changes, the fix is proposed as a reviewable diff.

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Process

How it works

Record a task once, and get an automation you can run, review, and audit.

  1. 1.0

    Record

    Do the task once. OpenAdapt watches your screen and your clicks.

    OpenAdapt's recorder capturing a real session in a live OpenEMR electronic health record: signing in and opening the patient workflow while every screen and input is captured.
    Record — real footage · driving a live OpenEMR instance
  2. 2.0

    Compile

    Your recording becomes a script you can read, edit, and reuse.

    The recorded demonstration compiled into an editable script: visual anchor targets, a per-step assertion, and a parameter.
    Compile — crafted annotation over a real recorded frame
  3. 3.0

    Run

    It replays in milliseconds on your own machine, with no AI cost per run.

    OpenAdapt replaying a compiled workflow against a live OpenEMR electronic health record, locally and with no per-run model calls.
    Run — real footage · driving a live OpenEMR instance
  4. 4.0

    Self-heal

    When the app changes, it finds the button again and shows you the fix to approve.

    OpenAdapt replaying against a drifted UI: the fallback ladder still finds each target and proposes the anchor fix as a reviewable diff.
    Self-heal — real footage · driving our MockMed demo app
  5. 5.0

    Audit

    Every run leaves a step-by-step report: what it did, what it saw, what changed.

    The illustrated run report OpenAdapt produces for every run: what ran, what it saw, and what changed, with per-step screenshots.
    Audit — real footage · driving our MockMed demo app

Why local matters here

Borrower data stays in your environment. OpenAdapt is local-first by architecture: recordings, compiled scripts, and replays never leave your infrastructure, and PII scrubbing tooling is included. Because it works from the screen rather than an API, the same vision-based approach is designed to reach desktop LOS software like Encompass without an API integration project. Web workflows are supported today, and that desktop adapter is in progress.

What a lending team can compile

  • Turn a recorded loan-file session into an automation that moves borrower data between documents and your LOS screens.
  • Extract fields from loan documents into your LOS, and pull data back out for disclosures, portals, and spreadsheets.
  • Hand QC and compliance an illustrated report of every run: what ran, what it saw, what changed.

Show us one loan-file workflow

Bring your highest-volume data-entry task to a 30-minute call and we'll map what compiling it would look like in your environment.

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