Ever wondered how you could process more loan applications in a given amount of time? Automate your process with Credit Suite.

Credit Suite can become your commercial lending marketplace for business loans, commercial mortgages loans and equipment lease financing or whatever loan business you're in.

With built in technologies such as Voice to Database (system can call your customers and request information) and Database to Profile (all faxes customer sent are stored under their profile) the time involved towards processing each application decreases drastically.

Try it for free!!

Main Module

• Track the number of customers you have.
  
  
• Track the number of applications you are processing any given time.
  
  
• Once you receive the application from the "Customer Module" you can either send it to an Underwriter (in house or external) and then to a lender or send it to all underwriters and lenders who specialize in this type of a loan.
  
  
• Track the applications that are with underwriter and lenders to ensure everything is moving smoothly. System allows you to communicate with users and tracks all communication for future reference.
  
  
• View real time reports to see which applications are on each Status, or how a particular team member is doing. (broker, underwriter, lender)
  
  
• Run automated credit checks.
  
  
• Add / modify / delete brokers, underwriters, lenders and customers.
  
  
• Admin login allows you to revoke anyone's access within a few clicks.

Customer Module

• From your website, Customers can give them self access to your secure vault.
  
  
• Once logged in they can view the loan applications you want them to view. (access based control)
  
  
• Customers can then fill out the applications and send them to you via the vault.
  
  
• Customer can come back to check the status of their application, send information to you (questions, comments) etc.
  
  
• They can come back and update their application, apply for different loans. (if you want them too).

Underwriter Module

• Your system takes the underwriter though a fairly detailed registration form to understand the type of business each underwriter specializes in.
  
  
• Once you receive the application from the "Customer Module" you can send it to a specific underwriter, or to all the underwriters whose profile matches the details provided by the customer in their loan application.
  
  
• Underwriters are then alerted via e-mail (SMS Etc) to log into the vault. Once they log in, they their applications. After viewing the loan applications, if they feel they can underwrite it, they can accept the loan application at which time it disappears from all other underwriter's vault.

Lenders Module (similar to underwriter process, however, different logins)

• Your system takes the lenders though a different detailed registration form to understand the type of business each lender specializes in.
  
  
• Once the application has been underwritten, you can send it to the Lenders. You have the option of sending it to a specific lender or all the lenders whose profile match the details provided by the customer in their loan application.
  
  
• These applications can be provided to the lenders in any format that they prefer. If they want to log into your system to view the applications, then alerts are sent out to them. If they prefer to have the application send in a particular format, we can allow that.