Lending Operating System
Loan proposals, from first contact to DSA payout.
One proposal record shared by your DSAs, relationship managers, credit team and partner lenders. Configurable document checklists, parallel lender tracking, TAT monitoring and full audit trail.
DSA / Partner
Create proposals, upload documents, answer queries, track lenders.
Relationship Manager
Feasibility, queries, PD calls, approvals, lender selection.
Lender
Review proposals sent to you, raise queries, issue sanctions.
Admin
Users, products, checklists, TATs, reports and exports.