FUNDINGO Loan Origination

FUNDINGO Loan Origination is a cloud-based app for lenders that fund small businesses outside traditional banking. It is built natively on Salesforce, so deal records sit alongside the rest of a firm's customer data. The app automates origination work and produces the metrics a lender needs to manage growth.

What FUNDINGO Loan Origination offers

• Pipeline management — tracks leads and the sales pipeline.
• Application entry — a funding application page and a deal entry wizard.
• Deal management — a customisable grid, plus tracking of stipulations.
• Submissions — an automated wizard that sends deals to lenders, with tracking and lender APIs.
• Commissions — handles commission and renewal management.

Who it works with

Alternative lenders and merchant cash advance providers.

Key facts

• Platform: Salesforce.
• Delivery: cloud-based.