Loan Origination Loan Origination

Increase productivity and lower origination costs with auto-decisioning and compliance checklists.

Symphonix screens
  • Lower origination costs

    Improving productivity in your back office will lower your resource requirements, allowing you to support other areas of your institution.

  • World-class risk management

    End-to-end automation and configurable workflows reduce human error and make it easier to manage complexity.

  • Increase market share

    Our system is native to Salesforce®, which lets you easily introduce products that meet new demands in the market.

Enhance customer experience

Provide a world-class digital experience to your borrowers. Our responsive portal works seamlessly across mobile, tablet, and desktop. The portal can be fully branded and configured to deliver the experience you want.

  • Responsive
  • Branded and configurable
Loan application form preview

Automated Back-End Systems

  • Connected through APIs
  • Run security & background checks
  • Build a unified risk profile

Increase operational efficiency

Gain a 360-degree view of your borrowers and instant access to critical information–without chasing down paperwork, with a centralized loan product management Products.

  • Centralized hub
  • Intuitive Dashboard
  • Document management
Symphonix dashboard widget with approval probability, underweriting summary, and risk widgets

Fully Automate Labor Intensive Processes

From auto-decisioning to process compliance checklists, we’ve made origination and underwriting as simple as possible.

Workflows and Scorecards

Symphonix Origination Workflows and Scorecards enable you to automate the application and underwriting process in a way that fits your business.

Scorecard results screen
Configurable automation

Symphonix Origination Workflows and Scorecards enable you to automate the application and underwriting process in a way that fits your business.

Keep track of tasks

Symphonix Origination Workflows and Scorecards enable you to automate the application and underwriting process in a way that fits your business.

Scorecard results screen

Other Features & Benefits

  • Get to market fast
  • Third-party integrations
  • Improve margins
  • Store data securely on the cloud
  • Enhanced efficiency

Optimize features to your unique needs

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  • Branded Portal [Additional Feature]

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  • Workflow Management

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  • Documentation Management

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  • Credit Analysis

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  • Auto-Decisioning

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  • E-Signature

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  • No/Low-code

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    • Branded Portal [Additional Feature]

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    • Workflow Management

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    • Documentation Management

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    • Credit Analysis

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    • Auto-Decisioning

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    • E-Signature

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    • No/Low-code

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    • Branded Portal [Additional Feature]

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    • Workflow Management

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    • Documentation Management

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    • Credit Analysis

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    • Auto-Decisioning

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    • E-Signature

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    • No/Low-code

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