Applicants can use the system to fill out the digital application and submit a request for financing, upload documents and fill out forms needed to conduct underwriting and assess credit worthiness, invite third-party users (accountants, lawyers, etc.) to assist in document submissions, and communicate with the loan officer processing their request

Applicants can use the system to fill out the digital application and submit a request for financing, upload documents and fill out forms needed to conduct underwriting and assess credit worthiness, invite third-party users (accountants, lawyers, etc.) to assist in document submissions, and communicate with the loan officer processing their request

Loan officers can use the system to manage the applicants request throughout the loan life cycle by making document requests, sending requests clarification on submitted documents, inviting third parties to assist in loan closings, and controlling the application status

Loan officers can use the system to manage the applicants request throughout the loan life cycle by making document requests, sending requests clarification on submitted documents, inviting third parties to assist in loan closings, and controlling the application status

The system also includes a CRM component to help log new leads, track the effectiveness of marketing campaigns, and analyse internal applicant data.

The system also includes a CRM component to help log new leads, track the effectiveness of marketing campaigns, and analyse internal applicant data.

In addition, the system features a third-party contractor management module that can be utilised to onboard new service providers, vet contractors to ascertain licensing compliance and experience level, initiate a contractor report, engage vetted contractors for new jobs, and coordinate on-site inspections.

In addition, the system features a third-party contractor management module that can be utilised to onboard new service providers, vet contractors to ascertain licensing compliance and experience level, initiate a contractor report, engage vetted contractors for new jobs, and coordinate on-site inspections.

Upper-level management is given access to a configurations tool that gives administrative control of system settings

Upper-level management is given access to a configurations tool that gives administrative control of system settings