The platform
Forta Agility™
Run. Connect. Insight.Forta Agility is a holistic, cloud-native warehouse lending platform that unifies lending operations, integrations, and analytics in one secure, real-time environment.
Six live modules. One connected platform.
The Agility Enterprise Suite brings Direct, Connect, Intelligence, Transfer, Replication, and Assets together as a single, unified platform, ensuring operations, integrations, data, and business insights are always synchronized. Organizations can adopt the platform one module at a time or implement the full suite, with the flexibility to match their operational needs while maintaining a single source of truth.
Every module shares the same real-time data, centralized audit trail, and connected workflow, giving warehouse lenders complete visibility, greater efficiency, and confidence across every stage of the lending lifecycle.
Shared
Real-time data core
Operate with confidence
Agility Direct
Agility Direct is the core operational engine of the Forta Agility platform, combining configurable business rules, customizable portals, and codeless administration to streamline funding, collateral management, settlements, curtailments, and portfolio operations.
- Funding workflow and pipeline management
- Collateral management and status tracking
- Settlement and curtailment management
- Portfolio views and bank balance management
Best for: Lenders seeking a complete, loan-centric solution for traditional warehouse lending operations.
Explore Agility DirectConnect without limits
Agility Connect
Agility Connect is the secure integration layer that keeps warehouse lenders, core banking systems, vendors, and third-party service providers synchronized in real time through APIs, machine-to-machine communication, and secure SFTP connectivity.
- Machine-to-machine and API connectivity
- SFTP-based file delivery and secure transfers
- Public service integrations (FEMA, NY Fed SOFR)
- Vendor and bank platform integrations
Best for: Partners providing data services, verifications, shipping, payments, registries, APIs and downstream processing.
Explore Agility ConnectTurn data into decisions
Agility Intelligence
Agility Intelligence transforms warehouse lending data into actionable insights with real-time database management, historical data migration, and Power BI dashboards that update as your portfolio changes.
- Client ODS in MS SQL format
- Power BI design and visualization
- Legacy data import and historical reconciliation
- Trend analysis and executive visualizations
Best for: Partners whose value depends on data visibility, analytics, operational reporting, and embedded BI.
Explore Agility IntelligenceMigrate with confidence
Agility Transfer
Migration of legacy data and loans into the Agility platform, enabling a secure, efficient transition while preserving critical historical information.
- Legacy loan and data migration into Agility
- Secure, efficient transition process
- Critical historical information preserved
- Continuity for teams after the move
Best for: Lenders moving from a legacy system who need their existing loans and history carried into Agility without disruption.
Explore Agility TransferYour data, your environment
Agility Replication
Delivers Agility data to the lender's environment, providing greater access and flexibility for custom reporting, analytics, and downstream business needs.
- Agility data delivered to your environment
- Custom reporting on your own terms
- Analytics flexibility
- Feeds downstream business needs
Best for: Lenders who want Agility data in their own environment to power custom reporting, analytics, and downstream processes.
Explore Agility ReplicationMaster the asset lifecycle
Agility Assets
Agility Assets provides warehouse lenders with a centralized solution to manage and finance mortgage servicing rights (MSRs) throughout the asset lifecycle. The platform delivers greater visibility, control, and automation across MSR valuation, financing, collateral management, and reporting within the broader Agility ecosystem.
- Centralized MSR management and financing
- MSR valuation and collateral management
- Greater visibility and control
- Automation and reporting across the asset lifecycle
Best for: Lenders who need one place to manage and finance mortgage servicing rights across their full lifecycle.
Explore Agility AssetsOn the roadmap
Coming soon to the Agility Enterprise Suite.
Two additional modules are in development to extend the platform further across the lending relationship.
Agility Exchange
Bidirectional exchange of loan data and information between mortgage originators and warehouse lenders, creating an automated lending experience.
Agility Pledge
Near-real-time, pre-funding check that helps warehouse lenders identify potential duplicate loan pledges across participating facilities.
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