Adds a secure portal where prospective borrowers can log in to complete a loan application online

• Loan applicants log in securely to complete their application on their phone or computer

• Send messages securely between applicants and loan officers

• Upload and transmit sensitive documents with encryption

Create loan documents within DownHome Loan Manager

• Create templates for any document you need, from origination to payoff

• Populate templates with information from debtors and loan terms. 

• Download finished documents from individual loan records

• Store unlimited documents and templates

Document the technical assistance (TA) you provide your clients

• Keep track of the TA hours you provide

• Include narrative descriptions of each interaction

• Analyze your TA performance and plan for the future

• Monitor your technical assistance plans and produce summary reports by client, by staff, or by type of technical assistance

• Define custom outcomes and track the associated TA hours

Allow borrowers and employees to sign documents electronically

• Add document signatures to your templates including loan notes, credit authorizations and other legal documents

• Send documents for signature and record compliant signature records

Perform credit checks on consumers as part of your origination process

• Perform soft and hard credit pulls using compliant credit software

• Notify borrowers of credit pulls and request signed preauthorization documents

• Store credit check results for future use