Compliance Concierge

A modular loan origination and deposit account opening suite, capable of integrating distinct lines of products.

Carefully developed to help financial institutions remain compliant, Compliance Concierge™ intuitively guides you through each step of deposit account opening and the loan process, from application to processing, underwriting to closing. It centrally manages workflow and facilitates documentation across multiple locations, loan teams, lender functions and levels of authority. It is the only platform to include trusted WBA Forms to further improve compliance. It can be installed on your standalone server dedicated to Compliance Concierge. Specifically designed for today’s busy lenders, processors and personal bankers, Compliance Concierge™ can improve efficiency, accuracy and compliance through a host of unique features, including:

  • Risk-based pricing and automated decisioning
  • Freddie Mac and Fannie Mae underwriting and ULDD delivery interfacing
  • Credit reporting interfacing
  • Exception tracking
  • E-Document delivery
  • WBA Forms built right in
  • Underwrite and track policy exceptions
  • Fee and prepaid finance charge setup and control
  • Commercial analytics
  • Open multiple loans and accounts
  • Full range of deposit products

That's only the beginning. Compliance Concierge™ reports back to you on sales performance, profitability, marketing and promotion opportunities, and operational efficiencies.  And because it's a Financial Institution Products Corporation® product, you know that compliance and integrity of documentation are the systems' top priority.

Perhaps best of all, FIPCO is an owner of the Compliance Concierge™ software, empowering us to facilitate timely enhancements based on user needs and feedback.

For a personal product demonstration, call 800/722-3498 or contact FIPCO Sales.

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LOAN MODULE
Manage all consumer, commercial and agricultural loan types - auto, home improvement, home equity, boat, mobile home, motorcycle, GBSA, SBSA, lines of credit and more - with one central system license: Compliance ConciergeLoan!

MORTGAGE MODULE
Specifically developed to help financial institutions be compliant with the ever-changing requirements of the mortgage lending operation, Compliance ConciergeMortgage efficiently and accurately manages workflow through the life of the mortgage loan process.

DEPOSIT MODULE
Compliance ConciergeDeposit is designed to facilitate the opening of new deposit accounts as well as managing on-going maintenance functions.