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Loan Origination Software

Loan Origination software manages the lifecycle of loans, from initial application to final approval. Loan applications increase efficiency for the loan originator by streamlining the processing of the loan across multiple digital channels, hence enhancing customer experience. Loan Origination tools manage multiple loan tasks, including origination, underwriting, closing as well as documentation for contract servicers, title companies, credit unions, government agencies and private lenders. Loan origination programs offer built-in components for regulatory compliance and risk assessment monitoring. Loan Origination software is related to Banking Systems software, Financial Risk Management software, Loan Servicing software and Mortgage and Loans software. Find the best Loan Origination software for your organization and browse all the tools available to you in Canada.

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Explore the most reviewed products by our users on the Loan Origination Software

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timveroOS: Advanced, scalable origination software for banks, streamlining loan applications, utilizing AI, and boosting profits. Learn more about timveroOS
timveroOS, a forward-thinking lending software, offers scalability and data-driven origination solutions for lenders. It simplifies loan applications, boosts borrower experience, and raises conversion rates, thus ensuring customer loyalty. Our customizable software with SDK satisfies diverse lending requirements like commercial and consumer loans. The OS not only accelerates executive decision-making by 12 times through data-driven insights but also increases loan profits by an average of 20%. Learn more about timveroOS

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Simplify the lending process Learn more about Plaid
Streamline the lending process with instant connectivity to more than 12,000 data partners, a frictionless user experience, and an optimized loan application flow. Learn more about Plaid

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Streamline lending with TaskSuite: from origination to management, all in one efficient platform. Learn more about TaskSuite
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market. Learn more about TaskSuite

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
The ACTICO Credit Decision Platform offers data acquisition, risk scoring and credit decisioning in a single integrated solution. Learn more about Credit Decision Platform
ACTICO Credit Decision Platform - designed for real-time credit decisioning and full auditability. It is a robust and highly scalable platform for automating credit origination and decisioning processes. Based on a powerful graphical decision management suite, the platform allows the implementation, testing, simulation and optimization of any bank-internal decision services, including but not limited to risk scoring, pricing and credit decisioning strategies. Learn more about Credit Decision Platform

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Canada Local product
North American private lenders, Mortgage Automator is the most advanced end-to-end loan origination and servicing software for you. Learn more about Mortgage Automator
Mortgage Automator is the most comprehensive end-to-end loan origination & servicing software for North American private/hard money lenders. Perfect for residential (rehab/fix & flips, purchase, refinance), commercial, and construction lending, the platform can auto-generate your documents, compliance forms, ACH/PAD payments, monthly statements, and much more. We offer the best training and customer support in the industry so you can automate your processes and focus on growth. Learn more about Mortgage Automator

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
The powerful and flexible ready-made platform HES LoanBox is designed to 100% automate the loan origination process. Learn more about HES LoanBox
HES LoanBox is a top-notch ready-made lending platform designed to fully automate loan origination and loan management lifecycle. The system is equipped with an innovative digital onboarding module with a custom landing page, intuitive application flow, omnichannel, and KYC integration. Powerful back office and borrower portal modules provide scoring, reporting, task and loan management, calculation and product engines, automated notifications, etc. Fast launch in up to 2 weeks. Learn more about HES LoanBox

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Centrex is a loan origination software platform designed for brokers, direct lenders, and investors. Everything you need in one place. Learn more about Centrex
Centrex is a loan origination software platform designed for brokers, direct lenders, and investors. The platform consists of pipeline management, web form integrations, email integration, esign, document management, payment processing, email and SMS marketing, client portal, broker portal, calendar, white label mobile app, and much more. Centrex brings together everything that you need to run your finance business all under one roof. Professional consulting also available. Learn more about Centrex

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
The most popular, highest quality, most respected software used by the most reputable, experienced private lenders in the world. Learn more about The Mortgage Office
Originate loans in all 50 States, comply with RESPA regulations, and speed up your origination process with the most powerful and highest ranked lending platform in the US and Canada: The Mortgage Office. See why The Mortgage Office is the preferred system by private lenders, non-profits, and municipalities. Learn more about The Mortgage Office

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. Learn more about BNTouch Mortgage CRM
BNTouch - Mortgage Business Growth Platform that allows you to automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. BNTouch offers 35+ proprietary mortgage tools built to help you grow your business. Power features include: Automated SMS/Text Marketing, Customizable Video Marketing, Refinance Analysis Tools, Pre-approval Tools, (just) Listed Property Alerts, Pre-Built Marketing Content, and Much More! Learn more about BNTouch Mortgage CRM

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Creatio CRM helps modern companies to streamline sales, marketing, and customer service workflows with no-code and maximum freedom. Learn more about Creatio CRM
Optimized for banking companies, Creatio CRM offers an award-winning feature set and a unified platform to streamline & automate your complex workflows easily. A robust & flexible Creatio CRM platform for loan management enables companies to automate loan application management and servicing, underwriting and verification. Ensure top-notch customer service, automate customer reminders, deliver loan self-service capabilities, and boost your sales with the industry-leading no-code CRM. Learn more about Creatio CRM

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Qualia Connect integrates with your LOS to automate order placement, exchange documents, and provide insight into your title vendors.
Qualia Connect gives you increased control over your closings without ever leaving your LOS. Automate order placement, exchange information & documents, and gain insight into your title vendors’ processes to take your closing volume to the next level. Learn more about Qualia

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI
Bizagi’s industry-leading platform for low-code process automation connects people, applications, robots, and information. As the most business-friendly and flexible solution on the market, Bizagi enables true collaboration between business and IT, delivering faster adoption and success. Fuelled by a community of 1 million users, Bizagi powers over 1,000 organizations worldwide including Adidas, BAE Systems, and Old Mutual. For more information visit www.bizagi.com Learn more about Bizagi

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready!
LendingPad is an innovative, secure & powerful cloud-based mortgage loan origination system (LOS) created by mortgage professionals to modernize the complex and costly loan origination process today. The solutions LendingPad offers elevate the efficiency, compliance, and information security for brokers, lenders, banks and credit unions. Fully integrated with vendors, ability to customize, intuitive UI, easy setup, multi-user same-file edits and real-time loan pushed updates. Learn more about LendingPad

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Unites the people, systems, and stages of the mortgage process - all so lenders can increase mortgage profitability.
Unlock new levels of efficiency and profitability with nCino’s U.S. Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management. Learn more about nCino’s Mortgage Suite

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster.
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests. Learn more about FileInvite

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Finding the balance between automation and human connection, Floify helps mortgage professionals automate menial loan tasks.
Understanding how the unique needs of mortgage professionals vary, Floify has constructed the industry's most configurable solution that has the flexibility to accommodate any lending company's desired workflow. We unify the borrower’s journey with a single platform for all homeownership tasks, from pre-approval to clear to close, to home ownership and eventual refinance, streamlining the consumer’s homeownership journey while providing an unbeatable lead generation and retention tool for LOs. Learn more about Floify

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Three independent modules, Dealer, Branch and Provider reside in Allegros Lending Suite, meeting the needs of each loan type.
The efficiency of this three module design means only one login is required to access all three modules, allowing operators and management personnel to easily move between screens and loan types with no wasted motion. It also means training time will be significantly reduced. The efficiency of the Allegro Lending Suite promises to deliver a reduction in processing time and faster customer response, all accomplished while accuracy and security are enhanced. Learn more about Allegro Lending Suite

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Blueprint automatically determines the borrower's income to give you consistent guideline compliant income every time.
Blueprint, formerly UberWriter, is an income analysis suite powered by automation. Upload tax forms directly to our site and Blueprint determines the borrower's income to give you consistent guideline compliant income every time. Our clients save time and lower their error rate by relying on Blueprint. All income types in the FNMA, FHLMC, FHA, VA, and USDA guidelines are supported. Learn more about IncomeXpert

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Loan origination technology for mortgage brokers, mortgage bankers, credit unions, and mortgage lenders nationwide.
Calyx is an established provider of compliant mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. The companys easy-to-use technology, including its online borrower interview, loan origination systems, and secure electronic signature software, is designed to streamline, integrate and optimize all phases of the loan process for customers of various sizes, workflows, channels, and complexities. Learn more about Calyx Point

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Finally, a robust CRM & LOS system designed for private & hard money lenders.
Web based, private money CRM & LOS software for commercial lenders focusing on real estate, fix & flip, construction, & other asset backed & non asset backed loans like equipment, business funding, lines of credit. Covers the whole loan life cycle with features like customizable webforms, workflows, milestones, statuses, document automation with E-sign, borrower tracking portals and more. Enterprise level features that will make borrowers & employees happy & competitors jealous. Learn more about LendingWise

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
The most configurable sales, marketing, and CRM automation tool is free to try for 14 days.
Run your mortgage company in one easy to use software! Shape Mortgage is the only sales, marketing, and CRM automation tool designed for lenders as an end to end solution to take you from pre-loan through post-close. Close more deals than ever before with Shape's intelligent lead distribution and scoring features, send secure online documents in a click, manage and assign tasks to teams, get a complete suite of sales and marketing automation features, and so much more. Learn more about Shape

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Loan Servicing Software -- fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender.
The Loan Office is a fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender. Includes accounting integration, built-in document management, track loan charges and advances, recurring and event-driven reminders, unearned discounts, email statements and notices, incremental funding, conversation log, track insurance and senior liens, unlimited user-defined fields, Microsoft Office integration, and much more. Learn more about The Loan Office

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Bankingly is a SaaS cloud-based platform for financial institutions to provide secure and affordable digital banking solutions.
Bankingly is a SaaS cloud-based platform for financial institutions, enabling seamless digital banking solutions. Its integrated suite includes web and mobile banking, conversational banking, digital onboarding, loan origination, and fraud prevention. With a flexible pricing model based on active users, Bankingly enables institutions to boost revenues, streamline costs, and deliver exceptional experiences within weeks. Trusted by 120+ institutions all over the world. Learn more about Bankingly

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Encompass gives any size lender access to everything they need to originate and close more loans.
Encompass, the industry’s most recognized loan origination system, gives lenders of every size access to everything they need to originate and close more loans. And, with built-in compliance paperless document management, and next-generation data security, Encompass ensures that lenders and borrowers alike are prepared and protected. Learn more about Encompass

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection
Fully configurable loan origination platform for consumer and commercial lending businesses of any scale.
Banks and lenders can rely on TurnKey Lender to provide reliable, secure, and efficient loan origination services. Our innovative AI-driven Decision Engine uses machine learning and deep neural networks to automate credit scoring and provide near-instant credit decisions in just 30 seconds, allowing borrowers to get an unparalleled customer experience. Learn more about Turnkey Lender

Features

  • Automated Decisioning/Underwriting
  • Electronic Signature
  • Financial Analysis
  • Loan Portfolio Management
  • Audit Trail
  • Compliance Management
  • Loan Management
  • Online Applications
  • Workflow Management Software
  • Customer Management
  • Payment Collection