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Overview
Fundingo streamlines loan management for alternative lenders by centralizing origination and servicing within the Salesforce ecosystem. However, post-implementation customization is sometimes limited by its managed package structure. Nonetheless, the platform simplifies complex underwriting and provides exceptional pipeline visibility, ensuring teams manage deal flow with speed and accuracy.
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Starting Price
Custom
Fundingo Specifications
Financial Reporting
Invoice Management
Expense Tracking
Tax Management
What Is Fundingo?
Fundingo is a cloud-based loan management solution designed specifically for alternative lenders and CDFIs. It unifies the entire lending lifecycle into a single Salesforce-native environment. The platform features automated underwriting rules that reduce manual data entry and accelerate funding decisions. By consolidating disjointed workflows into one system, it helps financial teams minimize operational errors and improve borrower turnaround times significantly.
Fundingo Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Fundingo Integrations
The software supports integration with multiple systems and platforms, including:
- Dropbox
- Five9 software
- Pardot software
- Experian Email Validation
- Hoopla
Who Is Fundingo For?
Fundingo is ideal for a wide range of industries and sectors, including:
- Financial services
- Private lending
- Real estate lending
- Small business lending
- Community-based lending
Is Fundingo Right For You?
Fundingo is the optimal choice for alternative lenders already invested in the Salesforce ecosystem. Its standout capability lies in automating the submission process to multiple funders simultaneously, significantly accelerating deal flow. If your organization requires a unified system for origination and servicing without building from scratch, this native solution offers distinct speed-to-market advantages. The software also practices industry-standard security measures, including encryption of sensitive data and protected servers.
Still doubtful if Fundingo software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Fundingo Features
Fundingo features the management of multi-lender deals by automating syndication tracking and investor reporting. Users can manage fractional ownership, track individual investor contributions, and automate the distribution of repayment waterfalls. This ensures transparency and accurate accounting for all stakeholders involved in a syndicated loan.
Using the built-in Offer Wizard and Pricing Matrix, lenders can instantly generate multiple pricing scenarios based on specific risk factors and credit policies. This tool eliminates manual calculations, allowing sales teams to present accurate, compliant term sheets and payment options to borrowers immediately after underwriting approval.
The platform offers a secure, custom-branded portal where borrowers can submit applications, upload required stipulations, and view their loan status in real-time. This self-service capability reduces administrative overhead for loan officers and accelerates the document collection process, significantly improving the overall customer experience.
Fundingo incorporates a rules-based engine that automates the verification of credit, income, and deal-specific criteria. By removing manual underwriting tasks, the system generates pricing options and offer letters in minutes. This speed allows lenders to make data-driven risk decisions quickly while maintaining consistent compliance standards.
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