End-to-End origination and loan servicing custom tailered for CDFI lenders.
- Zero new folder creation,
- Manage all applicants, guarantors, etc. within one project.
- SMS alerts and personalized reminders to applicants.
- Files, notes, and data side by side for faster responses and decision making.
- Automated credit memos, closing documents, and other deliverables.
- Automated Underwriting, simple onboarding with your own excel/sheets.
- KYC, address verification, and more to identify fraudulent applications.
- Pipeline management and forecasting tools that don't require weekly meetings.
Trusted by CDFIs & Mission-Driven Lenders in 29 States.
before
Applicants are forced to email for additional guidance and to confirm that information was received on a daily basis.
Secure uploads, tracking, collecting, and reviewing documentation have always been frustrating.
