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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Baker Hill’s Commercial Loan Origination System enhances the entire commercial lending experience by introducing speed, consistency, and efficiency for both lenders and borrowers. Utilizing the advanced UN/FY platform, it consolidates all parties involved, documents, workflows, and borrower relationships while automating routine tasks and standardizing the lending process. The system's intelligent financial spreading feature extracts, standardizes, and analyzes data from intricate financial documents, enabling teams to evaluate risk based on more precise and timely information. Furthermore, the financial analysis tools offer valuable insights into borrower performance, which aids in making sound and consistent underwriting decisions. With Smart Workflow Management, task routing is automated alongside credit policy enforcement, covenant monitoring, and the management of tickler and exception items, ensuring that loans progress smoothly while maintaining compliance. In addition, the secure document management system streamlines the processes of storage, retrieval, organization, credit memo creation, and addressing broader loan documentation requirements, making it an indispensable tool for modern lenders. This comprehensive approach not only enhances operational efficiency but also fosters stronger relationships between lenders and borrowers.

Description

Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aloware
Amazon Web Services (AWS)
CoreLogic Claims Connect
Equifax B2B Marketing Compass
Experian Connect
HouseCanary
HubSpot CRM
HubSpot Customer Platform
Kinective Bridge
Matrix
Microsoft Dynamics 365
Pipedrive
Plaid
Salesforce
Velocify
Zapier
Zoho CRM

Integrations

Aloware
Amazon Web Services (AWS)
CoreLogic Claims Connect
Equifax B2B Marketing Compass
Experian Connect
HouseCanary
HubSpot CRM
HubSpot Customer Platform
Kinective Bridge
Matrix
Microsoft Dynamics 365
Pipedrive
Plaid
Salesforce
Velocify
Zapier
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Baker Hill

Founded

1984

Country

United States

Website

bakerhill.com/commercial-lending

Vendor Details

Company Name

The LoanPost

Founded

2006

Country

United States

Website

www.lendingwise.com

Product Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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