Lenders

Everything you need is integrated in one system

We recognize the complexities of the loan origination process. From compliance to centralized data to configuring your workflow, lenders need easy access to the tools they require—right at their fingertips. That’s why we integrate with top service providers and build convenience into every step of the loan origination process—so you’ll get the performance and results to keep your organization profitable and keep your customers satisfied. Whether you’re in management, a loan originator, underwriter, processor or work in secondary, we’ve taken every aspect of your work into consideration.

Our software products provide ease-of-use origination without sacrificing. Lenders have access to:

• High level security
• Audit trails
• User access control
• Centralized data
• Connections

As part of the implementation process, our Professional Services team is ready to configure your system to meet your specifications, for example:

• Configure to follow your workflow
• Set up to match your credit policy
• Rules configuration
• Hard stop and soft stop messaging

Lenders have a variety of reporting at their disposal, such as:

• Standard and custom reports
• Profit and loss file tracking

Hundreds of service providers that can be easily integrated into your workflow in the following categories:

• Credit, flood, title and more
• Initial disclosures and closing documents
• Integrated disclosures (CFPB new disclosures)
• Verification services such as The Work Number

For lenders who need a direct portal for their customers, we offer a configurable web presence where you can showcase your brand and products and use current technology interfaces to manage loan origination, such as:

• Integrated borrower facing portal
• Loan application
• Status updates to borrower
• Document request/exchange

Keep all your loan documents in one centralized location. Document Management not only saves on paper, it helps lenders with the following tasks:

• Document version tracking
• Stacking order set up
• Categorizing documents and document types
• Keeping loan files up-to-date
• Signing documents with our electronic signature product integration

Away from the office and on the go? We offer mobile access gives you the flexibility to:

• Originate loans
• Run credit
• Check loan file status
• Calculate mortgage payment and loan amount