Customer-Focused Digital Lending
ConnectFI is our cloud-based online lending software that gives financial institutions amazing customer experiences and improves lending efficiencies.
Guided Online Applications
Borrowers access loan applications on the bank’s website or LOs send digital applications directly to borrowers. Borrowers can fill out, update, and access the application 24/7 from any device.
Automated Document Collection
Save valuable time! Borrowers can easily upload required documents, LOs can also request extra documents through the LO dashboard.
Borrower Task Reminders
Once a borrower fills out an application, they will receive weekly email reminders with links to upload outstanding documents to keep the loan moving forward.
Eliminate Data Entry
No more data entry! Borrowers fill out digital applications, the data then transfers directly from the system into your LOS or forms software.
Loan Status Tracking
Borrowers, LOs, and other staff will always be up-to-date on the status of every loan as they progress including outstanding form and document requirements.
Increase sales with a pipeline of loan opportunities. Filter opportunity results to find loans that are close to closing, loans with documents outstanding, and much more.
Get Started Today!