A loan origination system born from experience.
Crafted for industry leaders....
Do you dare set a new standard of excellence?
A loan origination system born from experience.
Crafted for industry leaders....
Do you dare set a new standard of excellence?
Aggregate businesses and individuals within a single global relationship, ensuring compliance with FDIC, NCUA, and SBA Affiliate and Size Standard requirements.
Additionally, establish joint relationships between two individuals for joint financial analyses and joint credit reports.
Leverage OpnLend's default forms, or use our provided Custom Form Builder and deploy financial spreading forms that meet your financial institution's need.
Coming Soon: Automated AI Spreading
Rosie's AI persona is there to answer any questions you may have when learning the OpnLend system or prudent lending practices. Being the good dog that she is, by default, Rosie does not have access to client data. She is fenced in within OpnLend's yard!
If desired, clients may enable Rosie to have access to their data. Alternatively, OpnLend supports locally hosted and other third-party API integrations. Simply input your API Key and let the assistant turn your client notes into a professionally written summary. All at the click of a button!
OpnLend's Loans application provides your staff with a complete, tabular loan origination workflow. Key features include:
Once completed, assign the loan or multiple loans to a Loan Presentation Package for review and decisioning by your designated approval authority. Don't like the default Loan Presentation? Build your own with OpnLend's upcoming Presentation Builder. Alternatively, Leverage OpnLend's APIs to extract the data into your desired third-party choice (Microsoft Word and Excel, Google Documents and Sheets, etc.).
OpnLend's beneficial ownership algorithm will automatically identify complicated beneficial ownership structures, including the identification of required missing ownership.
Ultimately, allowing you to speed line the underwriting process while ensuring compliance with SBA SOP requirements and your internal policy requirements.
