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FUNDINGO: Loan Servicing
Centralize all loan management tasks in one single platform

$1 USD/user/month
- Business Need
- Customer ServiceProcess ManagementPayments Processing
- Requires
- Platform Cloud
- Compatible With
- Sales CloudFinancial Services CloudGovernment Cloud
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.
Highlights
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, Inc.'s Achievements
Provider Details
FUNDINGO, Inc.
Sherman Oaks, CA, USA
FUNDINGO is an end-to-end loan management solution created by lenders for lenders, and with 15+ years of existence. Our solution is used by hundreds of lenders and thousands of professionals managing billions of dollars in loans every day. We are able to support a multitude of loan types, including small business, personal, installment, CRE, and construction loans, just to name a few. Our customers include community lenders, banks, credit unions, and small business lenders, among others. FUNDINGO integrates natively with virtually any Salesforce cloud, including Sales, Marketing, Financial Services, and Gov clouds. By centralizing loan operations in Salesforce, we are usually able to eliminate the need for 4+ siloed systems on average.
Pricing Details
A variety of licensing options are available based on requirements. For more information, please contact us.
Default Plan
$1 USD/user/month