Our Loan Origination Software Features
LOAN SERVICING SOFT is a complete loan origination software platform or LOS. It starts off as a comprehensive loan origination system and then our mobile friendly/online web portals streamline and automate the entire origination and underwriting process. Below you can see how LOAN SERVICING SOFT's web portals allow your applicants to apply, submit required items and manage their entire loan application and underwriting process. Streamline and automate your initial applications, agreements and disclosures, credit pull, collection of documents, etc.. all from your organizations custom configured, private label web portals. Combined with LOAN SERVICING SOFT's role-based workflow and task management, this exciting loan origination technology will streamline your organization like nothing else on the market!
START YOUR LOAN WITH AN EMAIL
- With just an email your borrower's application process begins.
- We can also do a custom built web application on this page if you prefer.
- Workflow and tasks are generated and sent out.
- Automation then takes over from there. The borrower is automatically emailed links for their Loan Application and Progress portals.
- Everything is seamlessly integrated with the LOAN SERVICING SOFT LOS and CRM/Contact Manager.
- Can be combined with loan servicing, general ledger, fund manager/banking core.
APPLICATION PORTAL
- Custom configured Loan Application Portal for your products.
- Optional Loan Officer/Brokerage contact information.
- Loan Portal is custom designed with your branding, Loan Application, Important Documents, etc..
- Add-on's include E-Signature, Legal Disclosures, Loan Calculator.
- Everything is all tied in with your LOAN SERVICING SOFT LOS and CRM/Contact Manager.
- Can be combined with loan servicing, general ledger, fund manager/banking core.
YOUR LOAN PROCESS & TASKS PAGE
- Allows your borrower applicants to see and manage their entire process.
- Document Upload, E-Signature, Credit Pull Authorization, Income Verification, etc..
- All streamlined by this Easy To Use and Easy To Manage Loan Origination web portal.
- Self-service at its best.
- Connected to our full LOAN SERVICING SOFT CRM and General Ledger.
Configurable EMAIL MESSAGING
- Easily setup and manage your email messaging.
- All email messaging is sent directly from your email account, SMTP/POP
- Streamline your entire loan origination and underwriting process.
- Optional add-on for SMS/Texting.
- Add Credit Card or one time ACH Pay Links, Documents, Images, E-Signature.
CREDIT PULL THROUGH EQUIFAX, EXPERIAN & TRANSUNION
- Pull through all three Credit Bureaus: Equifax, Experian and TransUnion.
- Single Pull or Tri Merge all three Credit Bureaus.
- Pulls 100% of all Tradeline Data as pure data and in PDF format.
- Allows for edit and adjustments, Recast.
- Top and Bottom scores for Underwriting and Decision.
- Additional Fraud Screening, Buyer ID, features available also.
CONDITIONS AND UNDERWRITING
- This is where you control everything on the web portal.
- Set up and track underwriting/closing conditions from this screen.
- Everything ties directly in with your applicant/borrowers Progress web portal page.
- All files start with a default template set of conditions and then additional items can be added.
- Super easy to set up and manage.
- Allows for edits and adjustments. Web portals are updated with-in seconds.
- A game changer for managing high volumes of loan applications.
ROLE BASED WORKFLOW AND TASK MANAGEMENT
- Role based workflow and task management via Microsoft security architecture.
- Setup and manage users with groups and users.
- Route tasks and alerts by individual users and by groups.
- Customize the system messaging by the different alert categories.
- Take your loan origination team to the next level with this best in class solution.
LOAN ORIGINATION WIZARD
- One of six different loan origination wizards available in the LOAN SERVICING SOFT software system.
- This screenshot is from our software's Retail Loan Origination wizard.
- Our software wizards walk you through the entire loan origination/loan application process.
- Our loan origination wizards include: Quick Application, 1003 Short Loan Application, 1003 Long Loan Application, Retail Loan Application, Standard Loan Application and the One Page Application.
ANOTHER LOAN APPLICATION WIZARD
- One of six different loan origination wizards available in the LOAN SERVICING SOFT software system.
- This screenshot is from our software's 1003 Long Loan Origination wizard.
- Our software wizards walk you through the entire loan origination/loan application process.
- Our loan origination wizards include: Quick Application, 1003 Short Loan Application, 1003 Long Loan Application, Retail Loan Application, Standard Loan Application and the One Page Application.
LOAN DOCUMENT PREPARATION
- A royalty free loan origination doc prep solution.
- Data is mail merged directly onto your closing documents.
- Perform your doc prep and loan origination contract generation from word docs or via our built-in rich text editor.
- Integrates with the DocuSign E-Signature solution.
Software Origination Software Summary
In summary LOAN SERVICING SOFT provides a complete and comprehensive loan origination software solution (LOS Solution). With over 40+ years in the business, there isn't much we haven't done. This combined with a constant push to modify and enhance our loan platform, leaves us as one of the markets more attractive options.
If you are evaluating loan origination solutions please give us an opportunity to show you ours. We are confident that you will be happy that you did!