OpenAdaptStart hosted

OpenAdapt for mortgage & lending ops

Your team repeats the same borrower-data entry across browser queues, forms, and portals. Compile the workflow once.

Record a repeated browser task once and OpenAdapt compiles it into a local program. Healthy runs make no model calls. When the interface changes, OpenAdapt can re-resolve from evidence, propose a reviewable repair, or halt for an operator.

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Process

How it works

A demonstrated task becomes a reviewable program, not a prompt that a model reinterprets on every run.

  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

    Replay

    Healthy runs execute the compiled steps locally without a model call.

    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

    Resolve or halt

    Under drift, deterministic evidence re-finds the target, an optional model proposes a repair, or verification refuses to continue.

    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

    Verify and report

    Configured postconditions and effects are checked, and every run records what happened, changed, or halted.

    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

Original recordings stay local. If a hosted or cross-boundary workflow is enabled, only a sanitized derivative admitted by destination policy may upload; policy can require local review and approval of its exact hash. Live observations can contain borrower data again, so they remain inside the declared managed, BYOC, or on-prem trusted runtime boundary. Browser workflows are the supported path today. Native desktop LOS automation, including Encompass, is experimental and must be qualified rather than assumed.

What a lending team can compile

  • Replay a demonstrated borrower-data workflow across approved browser queues, forms, portals, and LOS pages.
  • Move demonstrated fields between browser-accessible LOS, disclosure, portal, and spreadsheet workflows.
  • 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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