FUNDINGO

Company

Loan management on Salesforce since 2012

FUNDINGO builds loan origination, underwriting and servicing software on Salesforce. Since 2012, more than 100 lenders have run their programs on it, from CDFIs and community lenders to banks, credit unions, small business and real estate lenders.

FUNDINGO at a glance

1,100+
Active Daily Users
468,000
Loans Originated
645,000
Loans Serviced
60+
Billion Dollars Managed
Salesforce partner since 2012

What we do

One platform for the whole loan lifecycle, and the team to run it

Origination and underwriting

Applications, documents, credit analysis and decisioning on one Salesforce record, so lenders move from application to decision in a day, not a week.

Servicing

Payments, draws, payoffs, ACH and portfolio reporting on the same data, with the reconciliation done by the system rather than in spreadsheets.

Implementation and support

Our own team configures the platform to each lender's program, trains the staff and stays on as ongoing technical support.

Our story

Built inside a lender, not in a lab

FUNDINGO started more than ten years ago inside an alternative lender that had adopted Salesforce as its CRM. The team found that the platform could run far more than customer relationships: origination, underwriting and servicing could all live on the same record, with fewer errors and less risk than the tools around it.

That internal system became a product. Today FUNDINGO is the Salesforce-native loan management platform for lenders, extended with integrations, LexisNexis® risk and compliance apps, and AI agents for lending operations.

The roadmap is still set the same way it was on day one: by the lenders using the platform and the problems they bring us.

Credentials

Recognised on the Salesforce platform

  • Salesforce partner since 2012

    Built natively on the Salesforce platform from day one.

  • Partner Innovation Award winner

    Salesforce Partner Innovation Awards, 2021.

  • 4.8 / 5 on AppExchange

    Rated by lenders on the Salesforce AppExchange.

  • LexisNexis® partner

    Two AppExchange apps for screening and due diligence.

Trusted by Lending Teams Nationwide

Express CapitalSilicon Valley Community FoundationService ExpressEastern FundingDominion FinancialFunding Merchant SourceBilldBank of CardiffAvalon AdvisorsAsureArcarius FundingAgileCapAccionWellen CapitalUnited Capital SourceDirect Funding NowTriumph Business CapitalCast and CrewRenovo FinancialiAdvanceNowPender CapitalBarnett CapitalPearl CapitalPacific Premier BankNorth State BankNetspendMulligan FundingLendrLendingTreeL3 FundingHome Point FinancialGood FundingCity National BankOne Percent for AmericaHebrew Free LoanCitrixStraight Line SourceBMIReadyModeMichigan Community CapitalHirshmark CapitalHebrew Free Loan Association of San FranciscoFundCannaMHCLyftWright-Patt Credit UnionFaheICAP (Institute Capital)New Mexico Finance AuthorityIRC's Center for Economic OpportunityLPL FinancialNorthmarqExpress CapitalSilicon Valley Community FoundationService ExpressEastern FundingDominion FinancialFunding Merchant SourceBilldBank of CardiffAvalon AdvisorsAsureArcarius FundingAgileCapAccionWellen CapitalUnited Capital SourceDirect Funding NowTriumph Business CapitalCast and CrewRenovo FinancialiAdvanceNowPender CapitalBarnett CapitalPearl CapitalPacific Premier BankNorth State BankNetspendMulligan FundingLendrLendingTreeL3 FundingHome Point FinancialGood FundingCity National BankOne Percent for AmericaHebrew Free LoanCitrixStraight Line SourceBMIReadyModeMichigan Community CapitalHirshmark CapitalHebrew Free Loan Association of San FranciscoFundCannaMHCLyftWright-Patt Credit UnionFaheICAP (Institute Capital)New Mexico Finance AuthorityIRC's Center for Economic OpportunityLPL FinancialNorthmarq

Team

Salesforce specialists who know lending

Every implementation is run by FUNDINGO's own certified administrators, developers and consultants, alongside implementation and support specialists who have worked in lending operations. The team holds Salesforce certifications across administration, development and Sales and Service Cloud.

  • Salesforce Administrator
    Salesforce Administrator
  • Salesforce Advanced Administrator
    Salesforce Advanced Administrator
  • Platform Developer I
    Platform Developer I
  • Sales Cloud Consultant
    Sales Cloud Consultant
  • Service Cloud Consultant
    Service Cloud Consultant
We're hiring. See open roles

See FUNDINGO with your own loan program

A walkthrough of origination, underwriting and servicing on Salesforce.

Read customer results