Solution
Loan management software – for mortgage & loan providers
Unite lenders and borrowers with loan management software
KEY Features
Automate the end-to-end process with loan management software
eFIRST Origin adapts to your business, whether you need a full loan origination portal or a module to streamline an existing process. A user-friendly interface and customisable forms let you create tailored loan journeys, so you can focus on core business activities while eFIRST Origin automates tasks.
Streamline Your Mortgage and Loan Origination with eFIRST Origin.
Optimises capital market activities and loan originations
All mortgage and loan origination processes are handled, including client data capture, product selection, document production and offer management.
Covers the end-to-end loan process
This loan management software for mortgages and loans handles all aspects of an account including interest, payments, currencies, statements and redemptions.
Peace of mind on regulatory compliance
User-friendly tools enable lenders to keep pace with a changing regulatory environment and comply with FSA and CCA regulations.
Multiple currencies catered for
Mortgages and loans in different currencies are also possible. Switching between currencies is fully supported, alongside the relevant documents, calculations and transactions.
Workflow and task management
Fully configurable task generation and management are provided. Tasks are highlighted when overdue and can even be given to third parties, such as solicitors or valuers.
Document creation
This loan management software can be configured to automatically generate documents from a library of configurable document templates.
Audit trails and reporting
A complete record of all activities performed on the system provides a comprehensive audit. Customised management reports can be drawn from automatically captured data.
Features
This loan management software makes it easier for lenders and borrowers to do business together.
It unites both parties on a platform that enables smoother communication, money transfers, and reconciliations. A proprietary modelling system helps lenders to reduce risk, while various tools streamline activities such as document production, data validation, e-signature, payments, and exception handling. With more insights and less cumbersome processes, lenders are empowered to deliver a better service to borrowers.
Capital market activities oversight that’s web-based and flexible
Easy onboarding process
Flexible APIs ensure a smooth integration
All channels of communication and introduction are supported
Tailored automation of workflow and task allocation
Multi-product sourcing, selection and maintenance
Fully compliant processing, documentation and calculations
