Lending Manager - A Seamless Loan Origination and Servicing Platform!
Introducing Lending Manager, our comprehensive loan origination and loan servicing solution built on the robust Salesforce platform. With fully customizable features tailored to your needs—from initial application to final funding to loan management—Lending Manager empowers you to navigate the entire lending landscape confidently.
With over 100+ API integrations with lenders, referral partners, and third-party risk assessment providers, it eliminates redundancies and elevates the lending experience.
Unlock the power of seamless lending with Lending Manager - redefining speed, ease, and convenience.
Businesses using our Lending Manager
Commercial Lender
Merchant Cash Advance, Business Loan and Equipment financing firms can streamline loan application process, automate credit assessment, and improve customer experience using LOS.
Consumer Lender
Mortgage lenders, Student loan providers, Solar and Auto financing firms can utilize it to process loan applications, assess creditworthiness, and manage lending process.
Brokers
Brokerage firms can use Lending Manager to manage loan applications, automate the process of submission and approval and enhance the customer experience.
Features of Lending Manager
Credit Application
Fully customized intake form collects borrower's information at the intial stage to streamline data collection, & reduce manual effort.
Underwriting Automation
It involves evaluating borrowers' multiple information to determine loan eligibility for final approval.
Duplicate Management
It identifies duplicate borrower records within the system to prevent multiple instances of the same application.
Risk Integration
It performs credit score checks,criminal checks, income & ID verification, authenticate bank data using Plaid Bank Connect, document insight.
Offer Management
Offer Management allows lenders to customize loan terms and interest rates based on borrower's creditworthiness.
Secure Communication
It facilitates interactive, real- time conversation involved in lending process via Telephony, SMS & eFax, Secure Email and Secure File Transport.
Payment Schedule
It outlines the timing, amounts, & frequency of loan repayments a borrower is required to make over the loan term.
Document Management
It supports document generation and e-signature to manage documents throughout the lending process.
Built in Compliance
It maintains all necessary compliance requirements including HIPAA compliance, PCI and SOC 2 Compliance.
Real time updates
It tracks all the activities in real-time inside Salesforce.
Secure
It supports Single Sign On {SSO} Multi-factor authentication and eliminates login restrictions.
Dynamic reports and Dashboard
It provides simplified, intuitive screens to review critical loan information quickly and efficiently in real-time.
Mobile Responsive
It enables all parties to stay connected and perform tasks while on the move, increasing efficiency and productivity.
Benefits of Lending Manager
Highest uptime
Provides highest uptime than the competitors
Fast to implement
Fast implementation process allows users to start originating on the platform quickly and efficiently.
Scale your business
Supports multiple integration to automate the credit decision and operate efficiently.
Streamlined loan applications
It simplifies the application process for lenders and borrowers, making it easy for them to provide and get all the necessary documents in one place.
Fully customizable platform
Tailor your lending process to meet your specific needs with our flexible workflow options.
Automated decision making
It uses advanced algorithms to quickly analyze borrower data and make informed decisions on loan approval.
Our Referral Integrations
Our Lender Integrations
Frequently Asked Question
Still have questions? Learn more about our services and experience through the questions of people like you.
Do you provide a free trial?
Yes, we provide a free 30 day trial.
Do we need to purchase seperate license to run the application?
No, the customer requires only Salesforce license to run this software.
Does the app support multiple channels?
Yes, the app supports multiple channels including - API, Email and web.
What this software does?
The software incorporates a loan portfolio - starting from quick mortgage origination processes to complex business loans for individuals, SMEs or corporations.
Does it require any coding knowledge to customize Intake form?
No, any one can customize the intake form.
Which API is used for lead generation?
The software supports lead generation through Fundera, Lending Tree and BusinessLoan.
Does the app save Intake form in real- time?
Yes. Borrowers can also resume the form if left incomplete.
