Loan Origination Loan Origination

Utilize comprehensive tools that aim to ensure accuracy, compliance, and customer satisfaction throughout the loan origination process.

Symphonix screens

  • Lower Origination Costs

    Boosting efficiency in your back office reduces resource demands, freeing up capacity to support and enhance other areas of your business

  • World-Class Risk Management

    Minimize human error and effortlessly manage complexity with comprehensive end-to-end automation and configurable workflows

  • Increase Market Share

    Our platform, built natively on Salesforce, seamlessly enables you to introduce and manage products that cater to evolving market demands.

Deliver a World-Class Digital Experience

Offer your borrowers a seamless and responsive digital portal that operates with ease across mobile, tablet, and desktop platforms. Fully brandable and configurable, this portal is designed to provide the experience you envision.

  • Responsive
  • Branded and configurable
Loan application form preview

Automated Back-End Systems

  • Seamlessly integrated
  • Conduct robust security and background checks
  • Create a comprehensive unified risk profile

Increase Operational Efficiency

Gain a comprehensive 360-degree view of your borrowers and instant access to critical information, all without the hassle of chasing down paperwork.

  • End-to-End Platform
  • Intuitive Dashboard
  • Document Management

Enhanced Decision-Making with Automation

Automate complex decision-making processes, including credit pulls, decisioning, and collateral evaluation. Reduce manual errors and accelerate loan approvals to improve operational efficiency.

Superior Omnichannel Borrowing Experience

Deliver a top-tier borrowing experience with our customer-centric design. Whether through mobile, computer, or other technologies, engage your borrowers through their preferred channels for higher satisfaction and retention.

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Scalable & Configurable Solution

Our platform offers highly configurable workflows, allowing your business to adapt swiftly to market changes, regulatory demands, and evolving customer needs. Scale with confidence as your business grows.

Scorecard results screen
Seamless Third-Party Integrations

Integrate effortlessly with a wide range of third-party data sources, from credit bureaus to social media. Gain a comprehensive view of borrower risk and make more informed lending decisions.

Scorecard results screen
Scorecard results screen

Other Features & Benefits

  • Grow top-line revenue by getting to market fast with new loan products and funding approaches
  • Dramatically reduce underwriting times via configurable automation, document management, and workflows
  • Improve margins by lowering technical, operating, and servicing costs
  • Store your data in the cloud with built-in controls and hassle-free upgrades powered by Salesforce's robust security features
  • Seamless end-to-end origination, from intake to booking, with integrated options for servicing and collections.
  • Fully responsive across desktops, mobile devices, and tablets, enabling seamless digital self-service anytime, anywhere
  • Efficiently manage clients, prospects, and sales activities with Salesforce, the world's leading cloud-based CRM solution
  • Instant Offers and Digital Closing: Credit options are provided digitally, and upon acceptance, borrowers receive their closing documents seamlessly online
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Optimize Features to Your Unique Needs

Tailor our platform’s features to meet your exact operational needs, boosting efficiency and effectiveness across all your business processes.

  • Borrower/Dealer Portal

    A user-friendly portal for borrowers and dealers, offering seamless integration and a customizable experience

  • Credit Analysis

    Seamlessly capture credit scores and ratings from any source directly within the application

  • Exception Management

    Effortlessly manage underwriting and due diligence exceptions from a streamlined, all-in-one dashboard

  • Workflow Management

    Back-office users gain real-time access to application data, underwriting exceptions, and documents, with comprehensive 360-degree visibility into the entire loan origination process

  • Auto-Decisioning

    Automated decisions driven by credit analysis, eligibility criteria, and the resolution of due diligence exceptions

  • Document Management

    Efficiently manage applicant documents organized by collateral, entity, or product type

  • E-Signature

    Once accepted, borrowers receive digital closing documents ready for electronic signature

    • Borrower/Dealer Portal

      A user-friendly portal for borrowers and dealers, offering seamless integration and a customizable experience

    • Credit Analysis

      Seamlessly capture credit scores and ratings from any source directly within the application

    • Exception Management

      Effortlessly manage underwriting and due diligence exceptions from a streamlined, all-in-one dashboard

    • Workflow Management

      Back-office users gain real-time access to application data, underwriting exceptions, and documents, with comprehensive 360-degree visibility into the entire loan origination process

    • Auto-Decisioning

      Automated decisions driven by credit analysis, eligibility criteria, and the resolution of due diligence exceptions

    • Document Management

      Efficiently manage applicant documents organized by collateral, entity, or product type

    • E-Signature

      Once accepted, borrowers receive digital closing documents ready for electronic signature

    • Borrower/Dealer Portal

      A user-friendly portal for borrowers and dealers, offering seamless integration and a customizable experience

    • Credit Analysis

      Seamlessly capture credit scores and ratings from any source directly within the application

    • Exception Management

      Effortlessly manage underwriting and due diligence exceptions from a streamlined, all-in-one dashboard

    • Workflow Management

      Back-office users gain real-time access to application data, underwriting exceptions, and documents, with comprehensive 360-degree visibility into the entire loan origination process

    • Auto-Decisioning

      Automated decisions driven by credit analysis, eligibility criteria, and the resolution of due diligence exceptions

    • Document Management

      Efficiently manage applicant documents organized by collateral, entity, or product type

    • E-Signature

      Once accepted, borrowers receive digital closing documents ready for electronic signature

Let's Work Together

Transform your lending with Symphonix—AI-powered, fully integrated, and designed for speed and security. Elevate your efficiency, exceed expectations, and stay ahead with the future of lending today.

Get Started Now