Loan Origination Software Workflow
- REQUEST A DEMO
- Define and replicate best practices for your sales team to automatically follow
- Improve efficiency by ensuring opportunities are qualified early on in the process
- Easy for Partners and Employees to securely and quickly start the loan origination process.
Process & Visibility
- Workflow moves a transaction through the entire loan origination process while keeping everyone informed and automatically creating tasks for people to carry out
- Have an audit trail for every change during the loan origination process
- Communicate with partners in a consistent manner
- Automated Process to move Application from Lead through Sales through Credit through Operations to Close
Line of Business
- Create multiple Finance Structures for a transaction
- Use Funding Fit to check best fit against Credit Policies and External Funder appetites.
- Generate Funder specific documents
- Automate “Packaging” of transactions
- Easily find and view transactions from any related entity such as Asset, Insurance Details, Vendor, Broker, Sales Representative and Funding Source.