Origination Features
Application Workflow
Configurable Rule Engine
- Build rules to automatically instigate a range of actions based on the quality of the loan application
- Define validation rules to ensure the correct information has been collected before a loan can move onto the next stage
- Enable risk-based pricing by ranking the quality of the applicant based on criteria you define, and matching this score with a sliding scale of available rates
Advanced Loan Calculator
- Instantly calculate all aspects of a loan directly on the platform, without using messy formulas
- Access itemised loan amounts and different rates for individual items
- Pre-built options for complex loan structures including
- Step up/down payments
- Balloon payments
- Multiple rate
- Index based rates
- Retrieve origination data from external sources such as your customer portal
Document Workflows
- Easy collection of documents from customers that link directly to their application
- Create workflows to review and approve documents efficiently
Queue Management
- Assign tasks to the appropriate team member automatically
- Complete visibility over where an application is at any time of the process
Other Features
Partner Incentives
