Loan origination and underwriting
Loan origination and underwriting in one system
Streamlined loan origination and underwriting
- 1
Intake and application
Intuitive intake and loan applications, for the borrower’s ease of use.
- 2
Centralized document collection
Borrowers have one way to submit documents through origination and underwriting.
- 3
Underwriting
Analyze financials, scorecards, and verifications in one place, with full transparency.
- 4
Decisioning and approvals
An approval path that includes executive and committee approvals.
- 5
Loan closing and funding
Generate closing documents and fund the loan, including the handoff into servicing.
From application to funding
The application and the file, on one record
Applicant details land on the Salesforce record your team already uses. Borrowers submit documents in one place through origination and underwriting.
The file shows what is verified, what is still missing, and what to ask the borrower for next.
Underwriting checks, with the result in the open
Financials, credit, and verifications run against the targets you set. The team sees each result, each flag, and the weighted score.
The application goes to the underwriter who should review it.
Decisions, committee, and the pipeline
Approvals, declines, and credit committee are visible as the loan moves. Executive and committee approvals stay on the same record.
Lending and leadership see applications, loans in underwriting, and funded loans without pulling a separate report.
Closing documents and funding
An approved loan carries the amount, the term, and the disbursement. Generate the closing documents and capture the signature.
The funded loan moves into servicing without anyone re-keying it.
Customer Testimonials
"The FUNDINGO team was a pleasure to work with throughout the design & build out. To ensure buy-in from our team, we had to coordinate with 6+ stakeholders on our side. FUNDINGO's project management approach kept us organized and ensured that each of those stakeholders had input and feedback into the design. This helped tremendously with the adoption process."
Dominion Financial
"Our processes and workflows are smoother and faster. We're able to deliver to our customers in less time and focus on the best deals. Our ROI has increased dramatically."
Imperial Advance
"Within weeks of implementing FUNDINGO, our conversions were higher and we were delivering capital in record time. We had full company visibility and control of our processes."
Infinity Capital