Overview
Doxim’s powerful SaaS loan origination solution was developed in collaboration with financial institutions and fine-tuned to support process improvement, compliance, productivity, staff and customer experience modernization initiatives.
Key Features
Retail & Commercial
Meet the needs of all borrowers with the essential features and workflows that speak to their unique needs, including specialized approvals, securitization, or exception processes.
360 Degree View of Borrower
From the loan or deal summary to details on current exposure and business financial statements, your lenders are empowered to make well-informed decisions.
Mobile Paperless Lending
Mobilize your lenders and process loans paper-free at your customers’ convenience, anytime, anywhere with a tablet-friendly interface and e-signature capability.
Configurable Solution
Streamline lending processes with distinct configurations for retail and commercial loan products, user-friendly commenting capabilities, and flexible deal securing options.
Automated Decision Engine
Lenders can make the right decision quickly and ensure compliance with credit policy by receiving a pass or fail loan funding recommendation based on a customizable lending matrix.
Multi-Product Loan Applications
Increase wallet share while reducing costs by processing multiple connected loans within a single application and securing them all with common collateral.
Enhanced Financial View
Give lenders a holistic view of your customer’s financial statements so they can make sophisticated lending decisions based on a complete understanding of the customer’s finances.
Intelligent Form Pre-Population
Easily pull data from your banking system and 3rd party loan-related service providers to pre-fill loan applications. This process reduces keying errors and speeds up loan fulfillment.
CRM Integration
Never miss a revenue opportunity. Document future lending needs uncovered during loan processing with the only loan origination system that integrates directly into a CRM.
Document Template Management
Manage and update document templates in-house for quicker turnaround times and reduced professional services costs.
Key Benefits
Increases regulatory compliance through a fully automated loan application process that ensures no steps are missed while every loan is handled in a consistent, auditable, and compliant manner.
Streamlines lending with a natural, conversational application process, loan decisioning support, and automatic document generation, so your lenders can focus on building relationships rather than paperwork.
Enhances the customer experience by mobilizing your lenders, and accelerating fulfillment through e-signatures and automated approvals, resulting in lower abandonment rates.
Reduces error rates by pulling information from multiple internal and external sources to reduce error-prone manual data entry.
Mitigates risk by ensuring credit policies, loan approval criteria and pricing guidelines are applied consistently across the organization.
Cuts costs by eliminating aspects of loan processing like printing, manual data entry, and error correction.
Eliminates back-office workload through a robust portfolio of 3rd party integrations.