Solutions catalog · Buyer role
Solutions for lending and credit officers
6 solutions whose product pages name lending and credit officers among the people they are for.
Not sure where to start? Answer four questions in the guided finder
Construction Loan Draw Management
Inspector link, usable in a phone browser, for uploading site photos with their GPS location, so lender staff approve each draw against progress verified on site. Disbursement stays with your institution.
6 requirements · 7 integrations · 3 ways to deploy
Digital Transaction Management
Loan document signature workflows configured to support ESIGN and UETA consent and signing requirements, with audit trails. Enforceability remains a question for your counsel.
5 requirements · 6 integrations · 3 ways to deploy
Dynamic Collateral Monitor
Reconciles borrowing base certificates with the borrower's receivables aging, loaded as CSV or through the Work API from ERP exports such as NetSuite, flagging patterns linked to "air lending" fraud. Field exams and credit decisions remain the lender's.
5 requirements · 7 integrations · 3 ways to deploy
Secure File Transfer
Encrypted "drop box" for clients to upload tax returns without using insecure email.
6 requirements · 7 integrations · 3 ways to deploy
Shared-Risk Loan Syndication Engine
Participation platform for credit unions to offer loan risk slices to partners, record their commitments and allocate and service each share.
5 requirements · 8 integrations · 3 ways to deploy
Virtual Desktop Infrastructure
Secure remote workspaces designed to keep PII off loan officers' local laptops, under file, clipboard and print policies you approve. Access decisions remain yours.
5 requirements · 7 integrations · 3 ways to deploy
Not sure which of these fit? Use the guided finder, browse by requirement or request a gap analysis.