Who we serve
Banks & Credit Unions
Give lenders a modern origination and servicing path without asking them to leave Salesforce.
Applications, credit review, and the live book sit on the CRM your team already opens every morning.
Commercial term loan
$750,000
- ✓Application
- ✓Credit review
- ✓Risk checks
- Booking
Origination and servicing on your CRM
Bank teams lose time hopping from the core to a credit site to a spreadsheet, then back to Salesforce to update the relationship.
FUNDINGO keeps the loan file on that CRM. Risk checks, decisions, and servicing updates land on the same record the banker already trusts.
Loan Origination/UW
Credit review without the eight-site hop
Collect the application, attach the package, and run LexisNexis risk checks in the same workflow. North State Bank cut about 1.5 hours per loan by pulling reports that used to live across up to eight sites into one Salesforce process.
See loan origination →
Loan Servicing
The book stays visible to the relationship team
Statements, payments, and exceptions post to the same Salesforce loan the originator closed. Servicing is not a black box in another system — lenders see status without a swivel chair.
See loan servicing →Benefits
Work where bankers already work
Origination and servicing sit on Salesforce, next to the relationship.
Risk checks in the workflow
LexisNexis KYC, fraud, and compliance run on the loan, not in a side portal.
Fewer hand-offs
Credit, closing, and servicing share one file instead of emailed packages.
Portfolio visibility
Leadership sees pipeline and booked loans without a month-end extract.
Faster credit decisions
Underwriters open one record instead of rebuilding the file each time.
A path that grows with the book
Add products without standing up another loan system beside the CRM.
North State Bank
North State Bank pulled credit review back into Salesforce
Reports that lived on up to eight sites now run in one workflow. The team saves about 1.5 hours on each loan and keeps risk checks next to the decision.
Read Case Study“It integrated smoothly into our processes and quickly became a tool our team could rely on every day.”
Cody Adcock, Senior Salesforce Administrator & Developer — North State Bank