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FUNDINGO: Loan Origination & Underwriting
Replace multiple loan origination systems with one seamless solution
- Industries
- Engineering, Construction, & Real EstateFinancial ServicesPublic Sector
- Business Need
- FinanceSales ProductivityDocument Management
- Requires
- Sales CloudMarketing Cloud AdvancedFinancial Services CloudGovernment Cloud
- Compatible With
- Sales CloudFinancial Services CloudGovernment Cloud
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
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudMarketing Cloud AdvancedFinancial Services CloudGovernment Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudFinancial Services CloudGovernment Cloud
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- Fundingo Origination/4.252 4.252.0
- Listed On
- 11/02/2018
- Latest Release
- 11/12/2025
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 42Custom Tabs: 3Custom Apps: 3
- Lightning Components
- Global: 2App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
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FUNDINGO, Inc.
Sherman Oaks, CA, USA