Industry Verticals
Qualify engine
Qualify engine — part of Mortgage Qualification.
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Part of Mortgage Qualification
Qualify engine lives inside SerapisERP Mortgage Qualification. PITI, DTI, program eligibility helpers.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Mortgage Qualification on for orgs that need it — leave it off for everyone else.
Because qualify engine sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Qualify engine
PITI, DTI, program eligibility helpers.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Mortgage Qualification permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Qualify engine sold separately?
No. Qualify engine is part of Mortgage Qualification. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Qualify engine?
Enable Mortgage Qualification for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Qualify engine share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.