Overview
Loan origination is a process that previously was difficult to track and manage due to the various steps and systems involved. Deft Consulting's Loan Origination Management application provides a solution to centralize loan origination data in one user-friendly location, providing visibility and transparency into the process. Document management, an important aspect of loan origination, is centralized using Appian's document management system to provide clear insight into the status of all required documentation necessary to push the loan origination process forward. Approvals are streamlined and audited, ensuring a smooth and traceable workflow from start to finish. Additionally, different loan types can be personalized to accommodate different data intake points and workflows the would be relevant to their respective loan processes.
Key Features & Functionality
Benefits & Business Impact
Financial institution staff as well as their customers benefit from a centralized, transparent solution that provides visibility and insight into the loan origination process. Our solution allows staff and users alike access to real-time information about their loan origination process.