FUNDINGO
Loan Origination & Underwriting
By FUNDINGO, Inc.Document Management
- Rating
- 5.0
- Reviews
- 5
- Pricing
- Paid
- From $1 per user per month
- Listed since
- 2018
About FUNDINGO
Replace multiple loan origination systems with one seamless solution
USER-FRIENDLY LOAN APPLICATION Intuitive loan application with ability to handle multiple loan types, data pre-fill, document upload and follow-ups, and support for multiple applicants.
REAL-TIME REPORTING & DASHBOARDING All loan data is consolidated (e.g., loan details, docs, UW steps, comms) into a single record so everyone from loan officers to the executive team has visibility into deal status.
CENTRALIZED DOCUMENT COLLECTION AND FOLLOW UPS User-friendly, centralized, and automated document collection that sorts documents into deal stages and helps flagging documents for follow-ups (no more emails).
AUTOMATED VERIFICATION WORKFLOW Provides stage-based task lists and verification steps for underwriting, allowing teams to follow a consistent, trackable workflow.
FINANCIAL SPREADING & DECISION ENGINE Data extraction from financial documents (e.g., tax returns) to automatically generate financial spreading, and make faster decisions with FUNDINGO's decision engine that flags potential underwriting issues.
STREAMLINED CLOSING PROCESS Generate closing documents, gather final docs from borrowers, submit deals for approval, and fund deals; all in one intuitive, efficient workflow.
Highlights
- END-TO-END LOAN ORIGINATION & UW Automate your entire loan origination and underwriting process for virtually any loan type (e.g., small business, construction, CRE, SBA, installment, personal loans) Contact sales@fundingo.com to book a demo today!
- BEST-IN-CLASS LENDING PLATFORM Over 200 lenders, including Enterprise customers use FUNDINGO every day to originate billions in loans. Community lenders, Banks, Credit Unions, and Fintech are core users of our lending platform.
- USER-FRIENDLY LOAN ORIGINATION By providing an omnichannel loan application solution, FUNDINGO makes the application process seamless and 4x faster for borrowers. Most loan applications can be completed in minutes.
- AUTOMATED LOAN UNDERWRITING Our underwriting engine creates a risk profile and analyzes financial worthiness in real-time. Loans can be flagged and manually approved, or even auto-approved.
- INTUITIVE AND CENTRALIZED DOCUMENT COLLECTION Gathering documents from borrowers takes minutes with FUNDINGO and it is an easy process. Customers report a reduction of hours (up to days) in document collection and follow-ups.
- FINANCIAL SPREADING, CREDIT CHECKS & KYC Make faster, lower-risk underwriting decisions by consolidating financial spreading, credit checks, and other KYC verifications into one streamlined workflow.
- STREAMLINED APPROVAL WORKFLOWS Submit, track, and gather approvals (e.g., committee approval) via intuitive and automated loan approval workflows. Workflows can depend on loan type and can be escalated to people or entire teams.
- TRANSPARENCY VIA REAL-TIME INSIGHTS Our solution makes it easy for everyone to have access to real-time loan data and dashboards that can be team and/or person-specific. Transparency and visibility without added work.
- CUSTOMER SUPPORT & PLATFORM UPDATES Every one of our customers receives customer support and updates to our platform at no additional cost, helping keep your lending platform always current.
Screenshots
Image 1 of 8
Pricing
Paid, from $1 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $1 per user | Monthly |
A variety of licensing options are available based on requirements. For more information, please contact us.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Government Cloud
- Requires
- Sales Cloud
- Marketing Cloud Advanced
- Financial Services Cloud
- Government Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on September 16, 2021
- Industries
- Engineering, Construction, & Real Estate
- Financial Services
- Public Sector
- Languages
- English
More Document Management apps
The most reviewed Document Management apps on the AppExchange, to compare before you choose.