An omni-channel communication and workflow application that combines customer relationship management with document, data, and workflow collaboration tools into an origination portal for commercial and consumer lending.
Give your customers the touchpoints they expect in
today’s modern world. This system includes an origination portal that is custom branded to your institution. An
integrated task board keeps deals organized and on-time, and a customer notification and progress center
keep your clients in-the-know. Improve service times with a portal that allows the entire underwriting and
sales team to collaborate and communicate with your customer.