Quick Start
Set up your Cortex account and start automating your underwriting process today.
Now that you’ve seen the Cortex Overview video or read about how Cortex works, you’re ready to get started. This guide will walk you through the steps to set up your account and start using Cortex.
For a better understanding, follow along with the video examples provided in each step.
Quick Start Guide
This basic guide will get you started with Cortex and give you a feel for how the platform works. In the upcoming lessons, we’ll dive deeper into each feature and functionality.
Sign Up to Cortex
To get started with Cortex, sign up for an account. Go to the Cortex website and click on the Login
button. You have three options to sign up: with Google, Microsoft, or a magic link. Choose the option that works best for you. After signing up, you’ll be redirected to the onboarding page.
Next, you’ll be prompted to enter your full name in the onboarding form. After entering your name, click on the Continue
button. You’ll be redirected to the organization dashboard with the full name you entered as the organization name.
You can then create as many organizations as you want to manage different clients or projects.
Create a Collection
Once you’ve created an organization, you’ll be redirected to the Collections page. You’ll see there is no collection yet. Click on Create Collection
and enter the collection name.
You can also select a template for the collection. Templates are previously created collections that you can use to create a new collection with the same rules and records.
Additionally, you can select the visibility for the collection, making it either private or public.
After creating the collection, you’ll be redirected to the collection page.
In this example, we name the collection Compliance
.
Configure Rules
Now that you have a collection, you can start configuring rules. Navigate to the Rules page by clicking on Rules
in the collection’s top menu. You’ll see that there are no rules yet. Click on Add Rule,
and you’ll be prompted to enter the rule name, select a Workflow, and define the Rule Output, which determines what action should be taken based on the analysis result.
Workflows dictate how data is processed, analyzed, and reported for the rule you are going to create. You can choose from built-in workflows or create a new one using the Workflow Builder (which is a bit technical).
For this example, name the rule Country of Primary Operations
and select the Country of Primary Operations
workflow to verify a company’s primary operational country through official corporate filings, regulatory records, and public communications.
Create a Record (Case)
Now that you have a collection and rules, you can start creating records (cases) to analyze. Navigate to the Records page by clicking on Records
in the collection’s top menu. You’ll see that there are no records yet. Click on New Record,
and you’ll be prompted to enter the record name. After creating the record, you’ll be redirected to the record page where you can see two tabs: Input
and Report
.
Fill in Input Data
After creating a record, you can provide input data by filling in the fields in the Input
tab. These input fields are defined in the workflow you’ve selected for the rule. You will learn more about this process by exploring the Workflow and Workflow Builder in the upcoming lessons.
Generate Report
After creating a record, you can analyze it by clicking on the Analyze
button in the record page header. The record will be processed by the rules you’ve configured, and you’ll see the detailed analysis result in the Report
tab.
In this example, you’ll see the analysis result for the Country of Primary Operations
rule, which verifies the company’s primary operational country.
Share Report
After analyzing the record, you can share the report with your team by clicking on the Share
button in the record page header. You can share the report via email, allowing the recipients to view it in the Cortex UI. You can also print the report or download it as a PDF.
Integrations
Cortex is designed to integrate with various LOS and external services/providers. This allows you to automatically pull data and documents, create a new case in Cortex, and start the analysis process.
Create a Connection
To integrate Cortex with your LOS or external provider, create a connection. Open the Organization settings by clicking on Organization Settings
from the dashboard sidebar. Click on the Connections
tab, and then click on the Connect Service
button. You’ll be prompted to enter the connection name and select the provider. Choose the service you want to connect with from the list of providers.
After selecting a provider, enter the credentials to connect with the service, such as the API key, username, and password. Test the connection by clicking on the Test Connection
button. Once the connection is successful, click on the Connect Service
button to establish the connection.
In this example, we’ll connect Cortex with the Encompass LOS.
Create a Trigger
After connecting Cortex with your LOS or external provider, you can create a trigger to automatically pull data and documents, create a new record, and generate a report.
First, open the collection you want to create a trigger for. For this example, we’ll use the Compliance
collection.
Navigate to the Triggers page by clicking on Triggers
in the collection’s top menu. You’ll see that there are no triggers yet. Click on Create Trigger
and you’ll be prompted to enter the trigger name and select the provider. Then you’ll be prompted to select the connection you’ve created in the previous step.
After selecting the connection, two options will appear: Pull on Folders
and Pull on Milestones.
Both options specify when the trigger should start pulling. For example, if you want to pull a case every time a new case is created in the Qualification stage, you can select the Pull on Milestones
option and then choose the Qualification
milestone.
Every time a new case is created in the Qualification stage, Cortex will automatically pull the data and documents from your provider and create a new case (record) in the collection.
Similarly, you can select the Pull on Folders
option and choose a folder to trigger the action when a new case is created in the selected folder.
You can select multiple folders or milestones to trigger the action.
In this example, we’ll create a trigger named Encompass
and select the Encompass connection we created earlier.
Map Data to Input Fields
After creating a trigger, you can map data from your provider to the input fields. On the newly created trigger, you will see an option called Mapping.
Click on it to open a modal where you can map the data from your provider to the input fields. To do this, click on the Add New Mapping
button. You will be prompted to select the entity field from your provider. Select the field you want to map, and then select the destination input fields, which are the fields in the configured rules.
To make this clearer, we’ll create a new rule named Property Value
using the Property Value
workflow. This rule takes the Appraisal Report
as input and outputs the property’s market value assessment. For this example, we’ll map the Appraisal Report
field from our provider, Encompass LOS, to the corresponding input field in the rule.
Importing Cases Manually (Optional)
If you have identifiers from various providers, you can import them manually into Cortex. Navigate to the Records page by clicking on Records
in the collection’s top menu. Click on Import Case
and you’ll be prompted to enter the identifier based on the provider. After entering the ID, click on the Import
button, and the case will be imported, creating a new record in the collection.
You will also notice that the appraisal report field is automatically filled with the appraisal report from the imported case. This happens because we mapped the data from the provider (Encompass LOS) to the Property Value
rule’s Appraisal Report
field during the previous step.
Analyze Imported or Pulled Cases
After pulling or importing cases from your provider, you can analyze them by clicking on the Analyze
button in the record page header. The record will be processed by the rules you’ve configured, and you’ll see the detailed analysis result in the Report
tab.
Next Steps
You can explore the following features to get the most out of Cortex.
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