AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

FUNDINGO: Loan Servicing

Centralize all loan management tasks in one single platform

Partner of the Year

Overview

Our Loan Servicing solution is part of FUNDINGO's end-to-end Loan Management platform. Loan Servicing is an intuitive solution to automate most servicing tasks from loan booking through loan maturity, allowing you to serve loans on auto-pilot.

1 of 10

See How FUNDINGO: Loan Servicing Works

  • BEST-IN-CLASS LOAN SERVICING PLATFORM: Automate your entire loan servicing operation for virtually any loan type from loan booking through loan maturity. All in one central solution. Contact sales@fundingo.com to book a demo today!

  • FASTEST-GROWING LENDING PLATFORM ON SALESFORCE: Over 200 lenders, including Enterprise customers use FUNDINGO every day to service billions in loans. Banks, Credit Unions, Community lenders, MCAs are core users of our lending platform.

  • STREAMLINED LOAN BOARDING Create loans from scratch in minutes with FUNDINGO's loan booking wizard that includes templates, auto-completes loan terms, amortization schedules, and even loan participants.

  • AUTOMATE PAYMENTS PROCESSING Manage all things payments from payment waterfalls, payment history, ACH processing, balloon payments, fees, one-off payments, and payoffs. FUNDINGO automatically sends invoices/statements and payment confirmations.

  • LOAN MODIFICATIONS MADE EASY Modifying loan terms can be done in minutes by using FUNDINGO's loan modification interface, allowing to modify terms, interest periods, amounts, etc. Loans can also be put on forbearance/deferment.

  • DRAWS MANAGEMENT Whether for construction or LOC loans, FUNDINGO enables teams to manage draws with a streamlined workflow from draw request, document collection, review, all the way to approval. The process can be single or multi-step.

  • FUND / INVESTOR MANAGEMENT Create and manage different funds and/or investors participating on a loan. Automatically generate and track fund transactions linked to loan payments.

  • TICKLERS, COLLATERAL, AND COVENANT TRACKING Our tickler manager handles reminders for major events such as investor reporting, requesting updated insurance, and taxes. FUNDINGO also tracks covenants with timely reminders and document collection.

  • BORROWER EXPERIENCE Offer your borrowers a world-class experience with FUNDINGO's borrower portal where they can see balances, submit payments, request payoffs/draws, submit docs, etc. FUNDINGO also centralizes communication with borrowers.

FUNDINGO Loan Servicing automates and centralizes all operations related to servicing loans, starting from the booking (or creation) of a loan and all the way through loan closing. This solution was the result of working with hundreds of lenders with common needs and in search of a powerful yet intuitive loan management platform. FUNDINGO can handle virtually any alternative loan type that is non-agency, including small business, personal, installment, commercial real estate, construction, and community development, among others. At its core, FUNDINGO Loan Servicing automates the following key servicing activities, including but not limited to: - Loan booking - Disbursements, payments, and payoffs - Amortization schedules (including complex scenarios) - Loan modifications / deferments - Draws management - Construction budgets - Payment waterfalls - Loan Reserves - Funds / investor management - Collections - Borrower portal - GL integration

FUNDINGO, Inc.'s Achievements

ISV

System of Work

Customer 360

Learn More

Categories

Business Needs
Customer Service
Process Management
Payments Processing
Personas
Business Operations Manager
Business User
Executive
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

More from FUNDINGO, Inc.

  • FUNDINGO: Loan Origination & Underwriting
    by FUNDINGO, Inc.
    Revolutionize your loan origination and underwriting process with FUNDINGO, including user-friendly borrower application(s), centralized/automated document collection, automated financial spreading, credit checks, and UW decisioning with real-time reports
    FinanceSales Productivity

  • LexisNexis® Watchlist Screening App
    by FUNDINGO, Inc.
    No Ratings
    LexisNexis® Watchlist Screening App, powered by FUNDINGO, INC and available on Salesforce® AppExchange, helps businesses expedite compliance and sanctions screening across the customer and vendor lifecycle directly from Salesforce.
    Customer ServiceFinance

  • LexisNexis Risk® Investigations and Due Diligence App
    by FUNDINGO, Inc.
    The LexisNexis® Risk Investigations & Due Diligence App helps businesses predict and manage risk using the most widely accepted locate & research tool available to commercial customers, government, and law enforcement directly within Salesforce.
    Finance