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FUNDINGO: Loan Origination & Underwriting

Replace multiple loan origination systems with one seamless solution

Partner of the Year

Overview

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

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See How FUNDINGO: Loan Origination & Underwriting Works

  • 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.

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.

FUNDINGO, Inc.'s Achievements

ISV

System of Work

Customer 360

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Categories

Business Needs
Finance
Sales Productivity
Document Management
Industries
Engineering, Construction, & Real Estate
Financial Services
Public Sector
Personas
Business Operations Manager
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.
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
Managed Package
Lightning App Builder
Salesforce Mobile

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