Lender boosts lending efficiency with real-time dashboards, automated document collection, and seamless partner collaboration. With built-in regulatory support, it ensures smoother closings. The platform does require adjusting to new workflows, but the long-term productivity gains often outweigh the initial learning phase.
Lender Specifications
Contact Management
Lead Management
Opportunity & Deal Pipeline Management
Sales Forecasting (via analytics)
What Is Lender?
Lender is a cloud-based mortgage origination platform created for brokers, credit unions, and independent banks. The software provides features such as a loan origination system (LOS), point of sale (POS), Realtor Portal, and Advisor Portal. It streamlines the entire mortgage process through real-time collaboration, built-in automation, and workflows that are ready for compliance. By integrating essential tools into a single system, Lender helps financial teams close loans quickly, reduce manual tasks, and provide a seamless borrower experience.
Lender Pricing
Lender offers customized pricing tailored to each organization’s size, loan volume, and platform configuration.
Lender Integrations
The software supports integration with multiple systems and platforms, such as:
- CareLogic
- Bankrate
- ClearCapital
- DocMagic
Who Is Lender For?
Lender is ideal for a wide range of businesses in the mortgage and finance space, including:
- Banks
- Credit unions
- Mortgage brokers
Is Lender Right For You?
Looking for a modern mortgage solution that simplifies loan processes, automates workflows, and boosts borrower satisfaction? Lender combines LOS, POS, CRM, and partner portals into a single platform, helping brokers and lenders eliminate redundancy, reduce delays, and improve loan turnaround times.
The platform is especially valuable for organizations looking to grow while staying compliant with industry regulations. advanced
Still unsure if Lender is the right choice? Contact the customer support team at (661) 384-7070 for guidance in making an informed decision.
Lender Features
Lender's dedicated Realtor Portal provides instant pre-approvals, real-time loan status updates, and secure document uploads, making communication easier and speeding up transactions for realtors. Additionally, a self-service borrower portal enables customers to upload documents independently, track their progress, and receive updates, thereby reducing their reliance on manual support. Both portals increase transparency and enhance the overall borrower experience.
See How It WorksThe platform combines Loan Origination, Point of Sale, and CRM software into one integrated system. This unified setup eliminates duplicate data entry and disjointed workflows, providing a simpler, more organized, and user-friendly experience. It ensures smooth data transfer throughout all phases of the loan process, promoting clarity and collaboration among all parties for improved operational efficiency.
See How It WorksLender enables users to customize the Loan Origination System (LOS) to fit their specific operational needs. This guarantees the platform aligns perfectly with an organization's unique processes and goals, increasing overall efficiency and flexibility. It also supports the creation of personalized sales flows and prebuilt deal pipelines for targeted outreach and lead nurturing.
See How It WorksThe platform uses artificial intelligence to speed up decision-making in underwriting. AI-driven tools quickly analyze data, reducing delays and delivering accurate loan approvals at scale. This automation helps improve the underwriting process and ensures compliance at every step.
See How It WorksLender features an automated document management system that efficiently collects, verifies, and organizes loan-related documentation. This AI-driven automation helps eliminate manual errors and delays, securely storing and providing easy access to all necessary files for efficient retrieval and sharing.
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