Client onboarding
Cope with challenges associated with customer acquisition. Streamline the onboarding process for the clients with own UX and white-label UI. You are able to even integrate your own existing channels using our open API.
Benefits:
- Custom design developed
- Consistency across multiple channels
- Documents upload and processing
- Customer due diligence can be introduced
- Implementation of required integrations
- Open API to support existing channels
- Escape of manual interaction with clients
Workflow and data configuration
Set up your loan origination process that 100% meets your needs. Regardless what client & loan application information you need to gather as well as loan application process to establish, everything is available for configuration via handy UI interface.
Benefits:
- Any workflow setup with intuitive interface
- Zero coding necessary
- Compose a required data structure based on your assessment process
- Reduce verification to minutes
Applications management
Have a full view of the pipeline with a user-friendly swimlane dashboard. Drag and drop the application cards, tag them.
Benefits:
- Intuitive dashboard
- Several dashboards to track customers, companies, intermediaries independently
- Basic reporting
- All in one place: key information, documents, customer communications, tasks
Decision-making engine
Evaluate the financial standing of potential customers and improve own portfolio with a flexible decision engine. Facilitate application processing using own rules and scorings. Benefit from preliminary testing of decision strategies. Apply various scorings for different client segments.
Benefits:
- Build complex rules and calculations
- Ability to integrate required data sources
- Quicker turnaround on decisions
- Decrease in operating costs
Documents management
Manage customer information and documents in a convenient way. Arrange the folder structure for each loan application and easily handle contracts, agreements, and other system documents. Create own document templates with a comprehensive editor, automate document data filling upon document generation.
Benefits:
- Simplified document management through automation
- Own documents editor
- Instant access to all documents and templates via structured storage
Loan Origination Software by Mainlend
enables underbanked service providers and credit unions deliver a flawless customer experience.
It lets our clients rationalize their work by automating manual tasks and expediting the lending process.
With the help of the Platform our clients gained:
reduction in manual errors
acceleration of decision making
increase in productivity
decrease in costs