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Finance Financial ServicesTop 10 Best Loan Review Software of 2026
Discover top 10 loan review software to streamline processes. Compare features, find the best fit—start your review today.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Finastra Fusion Invest
Configurable loan review workflow orchestration with audit-ready approval documentation
Built for banks and lenders managing governed loan review workflows with audit trails.
Byte Software Mortgage CRM
Mortgage workflow pipeline for managing loan review stages and related tasks
Built for mortgage teams needing structured loan review workflows with CRM-style tracking.
Blend
Workflow Builder with reviewer task routing and evidence-linked review steps
Built for mid-size lenders needing visual loan review workflows with audit trails.
Comparison Table
This comparison table evaluates loan review software used to reduce manual underwriting reviews and speed up exception handling across mortgage and lending teams. It contrasts platforms such as Finastra Fusion Invest, Byte Software Mortgage CRM, Blend, Altair, and iManage so readers can compare review workflows, collaboration controls, and document handling capabilities. The goal is to help match each tool to specific loan review processes and operational requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Finastra Fusion Invest Loan management platform for originating, reviewing, and managing consumer and commercial loan workflows with structured risk and compliance controls. | loan management | 8.2/10 | 8.6/10 | 7.8/10 | 8.0/10 |
| 2 | Byte Software Mortgage CRM Mortgage CRM and loan processing software that supports borrower information capture, loan review workflows, and document tracking for underwriting readiness. | mortgage CRM | 8.1/10 | 8.6/10 | 7.8/10 | 7.9/10 |
| 3 | Blend Digital lending platform that supports loan onboarding, document verification, and review workflow orchestration for faster lending cycles. | digital lending | 7.5/10 | 7.8/10 | 7.2/10 | 7.5/10 |
| 4 | Altair Financial document workflow software that supports case management for reviewing lending documents, routing exceptions, and tracking decisions. | document case management | 8.0/10 | 8.6/10 | 7.6/10 | 7.7/10 |
| 5 | iManage Enterprise content management platform that enables structured review of lending documents with role-based permissions and audit logging. | enterprise content | 8.1/10 | 8.6/10 | 7.8/10 | 7.6/10 |
| 6 | Floify Automates mortgage loan review and document checking with configurable rules and workflow orchestration for lending operations. | mortgage workflow | 8.0/10 | 8.4/10 | 7.8/10 | 7.6/10 |
| 7 | Encompass Digital Loan Review Provides digital loan review workflows that route files, standardize review steps, and manage reviewer assignments for mortgage underwriting teams. | loan review automation | 7.2/10 | 7.4/10 | 7.0/10 | 7.2/10 |
| 8 | TurnKey Lender Supports mortgage loan review workflows with borrower documentation handling and audit-friendly review steps for lending teams. | lending operations | 7.5/10 | 7.7/10 | 7.2/10 | 7.5/10 |
| 9 | Compliance.ai Monitors and flags mortgage compliance issues during document review to support faster and more consistent loan decisioning workflows. | compliance review | 7.2/10 | 7.6/10 | 6.9/10 | 7.1/10 |
| 10 | Hardcat Manages mortgage case and document workflows with structured review queues that improve visibility into loan document status. | case management | 7.0/10 | 7.2/10 | 7.0/10 | 6.8/10 |
Loan management platform for originating, reviewing, and managing consumer and commercial loan workflows with structured risk and compliance controls.
Mortgage CRM and loan processing software that supports borrower information capture, loan review workflows, and document tracking for underwriting readiness.
Digital lending platform that supports loan onboarding, document verification, and review workflow orchestration for faster lending cycles.
Financial document workflow software that supports case management for reviewing lending documents, routing exceptions, and tracking decisions.
Enterprise content management platform that enables structured review of lending documents with role-based permissions and audit logging.
Automates mortgage loan review and document checking with configurable rules and workflow orchestration for lending operations.
Provides digital loan review workflows that route files, standardize review steps, and manage reviewer assignments for mortgage underwriting teams.
Supports mortgage loan review workflows with borrower documentation handling and audit-friendly review steps for lending teams.
Monitors and flags mortgage compliance issues during document review to support faster and more consistent loan decisioning workflows.
Manages mortgage case and document workflows with structured review queues that improve visibility into loan document status.
Finastra Fusion Invest
loan managementLoan management platform for originating, reviewing, and managing consumer and commercial loan workflows with structured risk and compliance controls.
Configurable loan review workflow orchestration with audit-ready approval documentation
Finastra Fusion Invest stands out with bank-grade workflow for loan lifecycle decisions and integrated credit analytics under one operational interface. It supports loan review processes that combine customer and loan data, review tasks, and configurable review steps tied to governance needs. The solution emphasizes audit-ready documentation and structured approvals for credit policy compliance. Strong configuration options make it workable for mortgage, consumer lending, and commercial loan review workflows.
Pros
- Configurable review workflows with task steps for governance
- Structured documentation supports audit-ready loan review trails
- Integrated credit and account data reduces manual rekeying
- Approval controls align review outputs to policy and limits
Cons
- Setup and configuration require strong process and data ownership
- Usability can feel complex when workflows and rules are heavily customized
- Template rigidity may require IT help for niche review formats
Best For
Banks and lenders managing governed loan review workflows with audit trails
Byte Software Mortgage CRM
mortgage CRMMortgage CRM and loan processing software that supports borrower information capture, loan review workflows, and document tracking for underwriting readiness.
Mortgage workflow pipeline for managing loan review stages and related tasks
Byte Software Mortgage CRM stands out for combining mortgage-centric pipeline management with built-in loan processing and review workflows. The solution supports contact, lead, and deal tracking alongside document collection steps used during loan review. It also includes underwriting-style task organization to keep file state visible across teams. Overall, it focuses on operational control for mortgage reviews rather than broad non-mortgage CRM customization.
Pros
- Mortgage-specific pipeline states streamline loan review progress tracking.
- Centralized loan file workflow reduces handoff gaps during review steps.
- Task-based organization helps maintain consistent underwriting readiness.
Cons
- Non-mortgage customization depth lags behind general-purpose CRMs.
- Review workflows can feel rigid when processes vary by lender.
- Reporting flexibility is limited compared with highly configurable workflow tools.
Best For
Mortgage teams needing structured loan review workflows with CRM-style tracking
Blend
digital lendingDigital lending platform that supports loan onboarding, document verification, and review workflow orchestration for faster lending cycles.
Workflow Builder with reviewer task routing and evidence-linked review steps
Blend stands out for visually structured loan review workflows that connect underwriting decisions to review evidence. It supports document review and structured data capture so reviewers can verify fields against submitted documents. Built-in task routing and audit-ready change trails help teams manage reviewer handoffs and maintain traceability during loan assessment.
Pros
- Visual workflow configuration links reviewer tasks to loan review steps
- Structured field extraction supports consistent evidence checks across loans
- Audit-ready activity trails improve traceability across reviewer changes
Cons
- Complex workflow changes can require administrative support
- Structured reviews still depend on clean upstream documents for best results
- Integration depth can add setup effort for niche loan systems
Best For
Mid-size lenders needing visual loan review workflows with audit trails
Altair
document case managementFinancial document workflow software that supports case management for reviewing lending documents, routing exceptions, and tracking decisions.
Model and rules orchestration for automated, auditable underwriting review checks
Altair stands out with a strong analytics and model-driven workflow foundation that can be repurposed for loan review use cases. It supports building decision and scoring logic, validating data quality, and orchestrating rule-based checks across structured inputs. The solution fits teams that need auditable analytics and repeatable review processes rather than only document checklist management.
Pros
- Workflow automation built on analytics and rules for consistent loan review
- Strong data validation and transformation support for cleaner review inputs
- Auditable decision logic helps standardize underwriting review outcomes
Cons
- Review teams may need analytics expertise to configure effective rule logic
- Document-first loan review workflows can feel less direct than dedicated tools
- Integration effort can be substantial for legacy core banking systems
Best For
Banks needing auditable, analytics-driven loan review automation with complex rules
iManage
enterprise contentEnterprise content management platform that enables structured review of lending documents with role-based permissions and audit logging.
iManage Work Site search with metadata-driven retrieval and audit support
iManage stands out with enterprise-grade document and case management designed for legal workflows, including structured review workspaces and role-based access. Strong search, metadata handling, and retention controls support consistent loan document governance across distributed teams. Collaboration features such as secure sharing and audit visibility fit review processes that need traceability from intake through sign-off.
Pros
- Robust document governance with retention and access controls
- Powerful enterprise search across metadata and document content
- Audit visibility supports defensible review trails
Cons
- Admin setup and governance configuration can be complex
- Review workflows may require customization for nonstandard processes
- User experience depends heavily on deployed configuration
Best For
Large legal and loan review teams needing secure, audited document governance
Floify
mortgage workflowAutomates mortgage loan review and document checking with configurable rules and workflow orchestration for lending operations.
Rule-driven loan review workflow orchestration with case-level status tracking
Floify focuses on streamlining loan review workflows with automated document intake and rule-driven decisioning. It supports configurable review steps for credit and compliance teams, including status tracking across cases. Dashboards highlight review throughput and bottlenecks, helping managers prioritize aging applications. Collaboration tools centralize feedback on each loan file to reduce back-and-forth between reviewers.
Pros
- Automated document capture speeds up initial loan file preparation
- Configurable review workflows support repeatable credit and compliance checks
- Case status tracking improves visibility across multi-step reviews
- Dashboards surface bottlenecks and aging loans for better prioritization
Cons
- Workflow configuration can require specialist effort for complex rule sets
- Review collaboration features may be limited for highly custom approval hierarchies
- Reporting depth can feel constrained compared to purpose-built audit tooling
Best For
Credit and compliance teams needing workflow automation for structured loan review
Encompass Digital Loan Review
loan review automationProvides digital loan review workflows that route files, standardize review steps, and manage reviewer assignments for mortgage underwriting teams.
Configurable Encompass-linked review checklists that generate structured findings per loan
Encompass Digital Loan Review focuses on mortgage file review built around Encompass data workflows, which helps teams standardize checks. Core capabilities include configurable review checklists, automated condition and issue capture tied to loan artifacts, and structured findings for repeatable audits. The system supports document and data review processes aimed at reducing manual tracking and improving reviewer consistency across loans.
Pros
- Checklist-driven mortgage reviews improve consistency across reviewer teams
- Findings map to loan artifacts to streamline follow-up and rework
- Encompass-centric workflow reduces manual data copying during review
Cons
- Setup and configuration require careful alignment with each review stage
- More complex review logic can increase admin overhead for updates
- Limited visibility into cross-loan analytics compared with broad audit platforms
Best For
Mortgage lenders needing Encompass-aligned digital loan review and condition tracking
TurnKey Lender
lending operationsSupports mortgage loan review workflows with borrower documentation handling and audit-friendly review steps for lending teams.
Loan review checklists with audit-friendly decision and document traceability
TurnKey Lender centers loan review workflows around structured document intake and review checklists tied to underwriting and compliance steps. The platform supports audit-style traceability by keeping decisions and required supporting materials connected to each loan file. It also includes collaboration tools for reviewers and role-based handling that reduce handoff ambiguity across teams. The setup and configuration can be heavier than simpler document review tools, especially when mapping rules to specific loan products and review criteria.
Pros
- Traceable loan file reviews link reviewer decisions to supporting documents
- Checklist-driven workflows reduce missed items during underwriting and compliance review
- Role-based handling supports clearer separation of duties across reviewers
Cons
- Configuring review criteria for multiple loan products takes time
- Document review features rely on workflow setup rather than highly flexible ad hoc reviewing
- Reviewer navigation can feel rigid when teams diverge from the predefined process
Best For
Lending teams needing structured, auditable loan review workflows across multiple roles
Compliance.ai
compliance reviewMonitors and flags mortgage compliance issues during document review to support faster and more consistent loan decisioning workflows.
Requirement-to-finding traceability that records which policy check produced each loan review result
Compliance.ai is distinct for turning compliance requirements into structured loan review tasks that can be executed and evidenced. It supports automated policy checks across documents and workflows, including controls mapping to internal standards. The system emphasizes audit-ready outputs such as traceability from requirement to finding, which fits regulated lending reviews. It is best suited to teams that need consistent review logic rather than manual, spreadsheet-based QA.
Pros
- Policy-to-check traceability supports audit-ready loan review evidence
- Automated document and control checks reduce repetitive review steps
- Workflow structure helps standardize findings across reviewers
- Evidence capture ties each finding to the originating requirement
- Review outputs align with compliance-oriented QA processes
Cons
- Setup requires careful configuration of rules and mappings
- User navigation can feel dense during the first review cycles
- Less suited for highly bespoke, one-off loan review logic
- Integration needs can be nontrivial for complex lending stacks
Best For
Lending teams needing standardized, evidence-based loan review workflows
Hardcat
case managementManages mortgage case and document workflows with structured review queues that improve visibility into loan document status.
Evidence-linked checklist workflows for consistent loan review case trails
Hardcat stands out for loan review workflow automation built around configurable checklists, tasks, and evidence capture. The system supports document intake and structured review steps so reviewers can record findings and attach supporting materials. It also emphasizes audit-ready outputs via consistent review trails across cases.
Pros
- Configurable review checklists and task flows reduce manual coordination
- Evidence attachment keeps reviewer notes tied to supporting documents
- Audit-oriented case trails support consistent compliance documentation
Cons
- Setup for complex review paths can be time-consuming for teams
- Limited visibility into cross-case analytics without additional configuration
- Review customization can feel rigid when process variations are frequent
Best For
Banks and lenders standardizing loan review workflows with documented evidence
Conclusion
After evaluating 10 finance financial services, Finastra Fusion Invest stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Loan Review Software
This buyer's guide explains how to select loan review software using concrete capabilities from Finastra Fusion Invest, Byte Software Mortgage CRM, Blend, Altair, iManage, Floify, Encompass Digital Loan Review, TurnKey Lender, Compliance.ai, and Hardcat. It covers key feature patterns like audit-ready approvals, evidence-linked checklists, and policy-to-finding traceability. It also lists the specific implementation pitfalls that repeatedly show up across these tools so teams can avoid slow rollouts and brittle workflows.
What Is Loan Review Software?
Loan review software manages how lending teams examine borrower and loan information during review, capture findings, route work, and preserve audit-ready evidence for decisions. These systems replace manual checklists and scattered notes with structured review steps, task routing, and controlled approvals tied to governance requirements. Tools like Finastra Fusion Invest orchestrate configurable review workflows with audit-ready approval documentation, while Encompass Digital Loan Review standardizes mortgage reviews using configurable Encompass-linked checklists that generate structured findings per loan. Teams at mortgage lenders and banks use these tools to reduce rework, enforce consistency, and maintain defensible documentation from intake through sign-off.
Key Features to Look For
The right loan review software reduces manual coordination and creates defensible evidence trails by tying review tasks to documents, data, and decision logic.
Audit-ready decision trails and approval documentation
Finastra Fusion Invest emphasizes configurable loan review workflow orchestration with audit-ready approval documentation so review outputs stay aligned to policy and limits. iManage supports audit visibility with role-based permissions and enterprise document governance so shared reviews remain traceable across distributed teams.
Evidence-linked findings tied to loan artifacts
Blend links reviewer tasks and evidence-linked review steps so reviewers verify fields against submitted documents. Encompass Digital Loan Review and TurnKey Lender both map findings and decisions to loan artifacts so follow-up work stays connected to the underlying documentation.
Configurable, checklist-driven review workflows
Floify provides rule-driven loan review workflow orchestration with case-level status tracking so credit and compliance checks follow repeatable steps. Hardcat and TurnKey Lender use configurable checklists and task flows with evidence attachment so teams can standardize review queues and reduce missed items.
Policy-to-check traceability and requirement mapping
Compliance.ai converts compliance requirements into structured loan review tasks and records traceability from requirement to finding. Compliance.ai also ties each finding to the originating requirement so audit evidence shows exactly which policy check produced each review result.
Rules and analytics orchestration for complex underwriting logic
Altair supports model and rules orchestration for automated, auditable underwriting review checks so complex logic can be validated before review outcomes are finalized. It also includes data validation and transformation support that improves review input quality before rule checks run.
Operational file state tracking across reviewers and stages
Byte Software Mortgage CRM combines mortgage-centric pipeline management with mortgage workflow and document tracking so review progress stays visible across teams. Hardcat and Floify add structured case trails and dashboards that highlight review throughput and aging applications to keep handoffs moving.
How to Choose the Right Loan Review Software
Selection works best when tooling choices match the organization’s review governance model, evidence needs, and review complexity.
Match governance requirements to workflow orchestration
If review decisions must follow configurable approvals and policy governance, Finastra Fusion Invest provides workflow orchestration with audit-ready approval documentation tied to governance needs. If the process is mortgage pipeline centric and team handoffs must stay visible, Byte Software Mortgage CRM uses task-based organization and mortgage workflow pipeline states to keep file status aligned across stages.
Ensure findings attach to documents and artifacts, not just text
For evidence-driven reviews, prioritize Blend because its workflow builder links reviewer tasks to evidence-linked review steps that verify fields against submitted documents. For mortgage operations built on Encompass data workflows, Encompass Digital Loan Review generates structured findings per loan and maps findings to loan artifacts to streamline rework.
Decide whether rule logic is simple checklists or full decision automation
If review teams need configurable checklists and repeatable credit or compliance steps with case status tracking, Floify offers rule-driven orchestration plus dashboards that surface bottlenecks and aging applications. If underwriting review logic requires auditable rule automation and analytics-driven validation, Altair supports model and rules orchestration and auditable decision logic built on structured inputs.
Choose governance-grade document handling for enterprise collaboration
For legal-grade document governance with retention controls and role-based access, iManage provides structured review workspaces, strong search, metadata handling, and audit visibility for defensible review trails. If collaboration must stay anchored to checklist workflows with evidence attachment across cases, Hardcat uses evidence-linked checklist workflows to keep audit-oriented case trails consistent.
Plan for configuration effort based on workflow complexity
Finastra Fusion Invest and Altair both emphasize configurable rules and workflow logic, which means strong process and data ownership reduces friction during setup. Blend, Floify, Encompass Digital Loan Review, and TurnKey Lender also rely on workflow setup for best results, so review teams should map each loan product’s criteria and document sources before rollout to avoid rigid navigation and admin overhead.
Who Needs Loan Review Software?
Loan review software fits teams that must standardize review steps, capture evidence for findings, and control how reviewers route work and approvals.
Banks and lenders with governed, audit-heavy loan review workflows
Finastra Fusion Invest is built for configurable loan review workflow orchestration with audit-ready approval documentation, which matches banking governance needs for approvals and policy compliance. Altair also fits when auditable underwriting review automation depends on complex rules and analytics-driven validation.
Mortgage lenders running reviewer checklists and wanting Encompass-aligned consistency
Encompass Digital Loan Review standardizes checks through configurable Encompass-linked review checklists and structured findings mapped to loan artifacts. TurnKey Lender supports mortgage review checklists with audit-friendly decision and document traceability across roles for underwriting and compliance.
Credit and compliance teams that need workflow automation, case status visibility, and throughput control
Floify provides rule-driven loan review workflow orchestration with case-level status tracking and dashboards that surface bottlenecks and aging applications. Hardcat supports evidence-linked checklist workflows and audit-ready case trails to standardize compliance documentation across banks and lenders.
Teams that require policy requirement mapping to findings for regulated evidence
Compliance.ai is designed for requirement-to-finding traceability that records which policy check produced each loan review result. Blend also supports evidence-linked review steps with audit-ready activity trails that make reviewer changes traceable during loan assessment.
Common Mistakes to Avoid
Several recurring implementation pitfalls appear across these tools and can cause slow adoption, brittle processes, and avoidable admin burden.
Over-customizing workflows without owning process and data definitions
Finastra Fusion Invest can require strong process and data ownership because heavy customization makes workflows complex to manage. Altair similarly needs analytics expertise to configure effective rule logic, which increases the risk of stalled configuration when internal rule authorship is unclear.
Choosing document-heavy governance without confirming search and access fit
iManage requires admin setup and governance configuration that can be complex for teams without a dedicated governance owner. Teams that need defensible evidence trails still benefit from iManage, but they must confirm that metadata, retention controls, and role-based permissions match review workspace needs.
Running reviews without evidence quality upstream
Blend’s structured reviews depend on clean upstream documents for best results, which can reduce effectiveness when submitted documents are inconsistent. Encompass Digital Loan Review and TurnKey Lender both reduce manual tracking, but they still require careful alignment between review stages and configuration.
Ignoring integration and admin overhead for legacy lending stacks
Altair can involve substantial integration effort for legacy core banking systems, which can slow time to value when dependencies are not mapped early. Blend and Floify can add setup effort for niche loan systems, so integration scope must be included in the rollout plan.
How We Selected and Ranked These Tools
we evaluated every tool on three sub-dimensions with features weighted at 0.4, ease of use weighted at 0.3, and value weighted at 0.3. The overall rating uses the weighted average formula overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Finastra Fusion Invest separated from lower-ranked tools by combining higher features capability with governance-oriented workflow orchestration, and it specifically delivered configurable loan review workflow orchestration with audit-ready approval documentation that directly supports defensible decision trails. Tools like Altair also scored well where model and rules orchestration enabled automated, auditable underwriting checks, but some teams may face higher configuration complexity when analytics expertise is limited.
Frequently Asked Questions About Loan Review Software
Which loan review software best supports audit-ready workflow governance across multiple loan types?
Finastra Fusion Invest is built for governed loan lifecycle decisions with configurable review steps and audit-ready documentation. Hardcat also emphasizes evidence-linked checklist workflows that preserve consistent review trails across cases.
Which tool is most suitable for mortgage teams that need CRM-style tracking alongside loan review steps?
Byte Software Mortgage CRM combines mortgage-centric pipeline management with built-in loan processing and review workflows. Encompass Digital Loan Review focuses on mortgage file review with Encompass-aligned checklists and structured condition capture.
What option provides the most evidence-connected reviewer workflow so findings trace back to documents and fields?
Blend connects underwriting decisions to review evidence and supports structured data capture for field verification against submitted documents. TurnKey Lender keeps decisions and required supporting materials connected to each loan file through audit-style traceability.
Which platforms help reduce manual spreadsheet QA by converting policies into executable review tasks?
Compliance.ai turns compliance requirements into structured, evidence-based loan review tasks with requirement-to-finding traceability. Floify applies rule-driven decisioning with configurable review steps for credit and compliance teams plus case-level status tracking.
Which loan review software handles complex rule logic and analytics, not just checklist completion?
Altair supports model-driven workflow orchestration, including building decision and scoring logic, validating data quality, and orchestrating rule-based checks. Compliance.ai complements that approach by mapping controls to internal standards and recording which policy check produced each finding.
Which tool is strongest for document governance, retention controls, and secure retrieval during loan reviews?
iManage provides enterprise-grade document and case management with role-based access, retention controls, and metadata-driven search. It also supports secure sharing and audit visibility for intake-to-sign-off traceability.
What software best highlights review throughput and aging applications to manage lender bottlenecks?
Floify includes dashboards that surface review throughput and highlight bottlenecks across active cases. It also centralizes feedback on each loan file to reduce back-and-forth between reviewers.
Which products streamline review checklists and issue capture tied to loan artifacts for consistency across files?
Encompass Digital Loan Review uses configurable review checklists that generate structured findings and capture conditions and issues tied to loan artifacts. TurnKey Lender also organizes checklist-driven decisions and supporting materials by underwriting and compliance steps.
Which loan review software is most appropriate when setup requires mapping rules to specific loan products and review criteria?
TurnKey Lender has a heavier setup because mapping rules to loan products and review criteria is central to its checklist and decision traceability. Finastra Fusion Invest also supports deep configuration through configurable workflow orchestration tied to governance needs.
Tools reviewed
Referenced in the comparison table and product reviews above.
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