Loan Origination

End to End Loan Origination in Salesforce

Streamline your entire origination process, from intake to offer management, without ever leaving your CRM. Our Loan Origination module automates document collection, parsing, underwriting, and decisioning to deliver faster, more accurate outcomes with support for multiple lenders for added flexibility.

Empower brokers with lender-match and one-click submission workflows that simplify approvals and accelerate funding. With credit automation, offer management, customizable rules, instant quotes, and unified data visibility, lenders and brokers can collaborate seamlessly, reduce manual errors, and deliver superior borrower experience, all within the Salesforce ecosystem.