Lending Training & QA Software
Train loan officers on complex compliance scenarios, then verify they're following procedures on every customer interaction. Itero combines AI simulations for skill development with automated scoring across 100% of calls—so you ramp agents faster while maintaining airtight regulatory compliance.
Practice High-Stakes Scenarios Before Live Calls
Loan officers face complicated conversations: rate objections during volatile markets, TILA disclosure requirements, Fair Lending protocols, income verification procedures. One missed step triggers violations.
Itero simulates realistic customer interactions where agents practice disclosure timing, required language, and documentation collection—building muscle memory before talking to borrowers.
Verify Compliance on Every Call, Not Random Samples
Manual QA teams sample 2-5% of calls. Regulatory risk exists across the other 95%.
Itero scores 100% of customer interactions against your compliance requirements.
- •Binary compliance checks flag violations immediately
- •Qualitative scoring measures explanation clarity and borrower understanding
See exactly where compliance gaps exist across your entire operation.
Customize Scoring for Different Loan Types
Mortgage origination calls get evaluated differently than servicing inquiries. Auto loan applications need different criteria than mortgage refinances.
Build separate scorecards for each product, stage, and interaction type.
Track TILA/RESPA, Fair Lending, and internal quality standards simultaneously.
See Itero in action
Get a personalized demo and see how Itero can transform your team's performance.
Connect Compliance to Business Performance
Compliance gaps affect more than audit results—they impact pull-through rates and customer experience.
Itero identifies where process breakdowns hurt conversion. See which loan officers consistently follow procedures and close loans.
Connect training to funding rates and customer satisfaction.
Security & Compliance You Can Trust
SOC 2 Type 1 Attested
Independently verified security controls
Enterprise-Grade Security
End-to-end encryption and access controls
Compliance Ready
Built for regulated industries
Frequently Asked Questions
Compliance & Regulatory Training
Loan Officer Training & Onboarding
Measuring Results
Ready to get started?
Join leading organizations using Itero to accelerate training, automate quality assurance, and drive measurable performance improvement.