Features

Designed to keep growing with you

Designed to grow with you.

Flexibility

Simplify Your Process

Features

Financial Spreading

Reduce the amount of time you spend on data entry by automating the document upload and reading process with AI.

Lifecycle Management

Our platform covers every stage of the lending lifecycle, from origination to, through closing, periodic reviews and for as long as you keep record of the loans.

AI Assistance

Enhance efficiency and reduce time spent on tedious tasks such as document upload, financial spreading, and more throughout the lending process.

Mass Configurability

Customize the platform to fit your institutions unique deal structures, workflows, and loan types, allowing you to enhance operational agility.

Digital Applications

Track application progress, automate approval workflows, and streamline documentation creation. 

Pipeline & Portfolio Management

Monitor the progress of each deal in real-time, from origination through to closing and post-funding management.

Collaborative Workflows

Our platform is designed to facilitate collaboration between borrowers, lenders, and all stakeholders. This allows for better relationship building and makes working together easier.

Document Upload & Management

Easily upload and extract data from documents to eliminate the need for manual data entry. All documents are securely centralized and stored directly in the platform.

Data Integrations

Third-party integrations are not required, but our platform allows you to integrate into a variety of services such as core banking systems, credit bureaus, and risk management services.