Customizable loan applications
Assemble, test, and adjust your loan application in real time with no-code interfaces that control the data and documentation collected. Applications can be tailored across the board — by client stakeholders and entity structure, for certain loan programs, or even for a customized individual loan.
Digital loan application
- A public call-to-action can direct users to a website link with a loan application that supports all potential commercial lending clients and loan scenarios.
- User activity is tracked across the platform to generate a "heat map" showing where clients spend the most time — helping optimize conversion and evaluate marketing campaigns.
- Lenders can digitally support more clients even when a loan officer is not physically present.
Loan officer support
- Business development officers can fill out applications on behalf of a client.
- They can see digital applications being filled out by clients in real time, and co-browse to work on an application together.
- The platform shows exactly what documents and information are outstanding for each origination or renewal, and reminds clients automatically.
Learn more about Document Collection, the full Origination process, or read the AI FAQ.