Best Loan Origination Software - Page 14

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Casca

CashTrax

CashTrax offers online payday loans and cash advance for bad credit.

Cevrynt MCA Underwriting & LOS Software

Cevrynt is AI-assisted MCA underwriting software with a built-in CRM, built for U.S. merchant cash advance (MCA) funders, alternative lenders and revenue-based finance companies. It takes a deal from the first submission to an evidence-linked underwriting memo, then carries the same record through offers, contracts, funding and servicing. Most funders split this work across a CRM, spreadsheets, bank statement tools and email. Every handoff means re-keyed numbers and lost context. Cevrynt keeps the whole deal in one record. How it works: Intake and document intelligence: each submission lands against one deal. Bank statements, applications and IDs are classified, and key fields are extracted with a link back to the source page. Bank statement and cash-flow analysis: true revenue (excluding transfers), average daily balance, negative-balance days, NSFs, deposit trends, and existing MCA positions and stacking. Business verification (KYB): business identity is checked across the application, filings and bank account, with any mismatches shown. Fraud and risk signals: document and data inconsistencies are flagged for a person to review, never treated as a verdict. Policy engine: the funder’s own credit rules are applied one by one, marked pass, fail or needs judgment, with exceptions left open. Underwriting memo: an evidence-linked memo is produced in minutes. Every figure opens back to the statement page and line it came from, and reviewer notes, overrides and reanalysis history stay on the file. After the decision, Cevrynt’s built-in MCA CRM runs the deal: 1. a deal pipeline from submission to funding 2. ISO and broker management with submissions and commissions 3. offers built from the funder’s own pricing and terms 4. contracts, e-signature Who it’s for: underwriting, credit, risk and operations teams at MCA funders and alternative lenders who want faster, more consistent reviews they can defend, without giving up control of the decision. What Cevrynt is not: Cevrynt is not a lender and does not fund deals or guarantee funding. It never approves or declines automatically and does not issue credit scores. Offers come only from the funder’s own terms and go out only when the funder decides. Underwriters make every final decision. Integrations are scoped with each team before a pilot. To see Cevrynt on one of your own deals, book a walkthrough at cevrynt.com.

Citeck EcoS Loan Origination

Citeck EcoS Loan Origination is a comprehensive solution designed to have the functionality of ECM and adaptive case management.

CLCS Loan Servicing

CLCS Services Residential Construction Loans Affordable housing Borrowing base Builder lines Construction-to-perm Land acquisition and development Participations CLCS Services Commercial Construction Loans Income property Infrastructure projects Lease-up Letters of credit LIBOR rate options Escrows Mini-permanent Multi-family Rent rolls SBA loans Other Servicing Agricultural loans Auto dealer floor plan loans Auto leases Commercial and industrial loans Government financing

Clik.ai

AI-Spreadsheet automation software for multifamily and commercial real estate underwriting. The platform is used to automate financial modeling and spreadsheet analysis for commercial real estate and multifamily properties. Lenders, brokers and investors can take their spreadsheet model and automate loan sizing, loan servicing analytics and IRR modeling using Clik.ai. Store Rent Comp and Deal Analytics within their dashboard. For software companies, they can self host our SmartExtract Rent Roll and Cashflow document analytics white label private hosted APIs within their servers & infrastructure.

Average Rating: 4.8/5.0

Total Reviews: 6

Cloudcase Loan Origination Software

Recognised by Gartner, Cloudcase is a loan origination software system with embedded native AI that has helped regulated banks and lenders globally achieve better lending outcomes for over a decade. We partner with financial institutions to deliver outcomes, with 100% of projects successfully implemented end-to-end. This reflects the strength of our platform, people and processes, and our commitment to customer success. Our team operates across Australia, New Zealand and the United States, supporting financial institutions locally and internationally. Got questions? Visit cloudcase.net and request a free consultation.

Cloudsquare Broker

Cloudsquare Broker is a turnkey Loan Origination Software (LOS) for Brokers to start using Salesforce without the hassle of building a custom system but flexible enough to accommodate any business's specific needs. Our highly intuitive LOS provides MCA Brokers with everything they need to track their pipeline and close deals faster.  This pre-built solution saves your business hundreds of hours of development time, so you can be ready to go in a month rather than half a year. Additionally, Cloudsquare Broker offers Brokers more out-of-the-box customization options than any other LOS. Our custom settings pages allow you to thoroughly configure the system to meet your unique business needs, all with just a handful of clicks. No complex APEX knowledge or coding classes required.  Features : Turn-key LOS: - Ready to go, out of the box. No time-consuming or costly customization required. Get started with Salesforce quickly and easily. - Built-in reports and dashboards to see your conversion rates, most important business metrics, and ROI.  Custom Settings Page: - Turn on and off just about any feature in the system, with a handful of clicks. - Create your own global settings. - Customize the LOS to your exact needs without paying a consultant for hundreds of hours of custom work. Automated Applications & Workflows: - Digital forms and documents seamlessly connect to Salesforce and attach to the merchant's Account. - Merchant details and funding terms automatically follow the Account all the way through the process. - Automate your routine redundant tasks and save your team time with Salesforce.  Leads and Pipeline Management: - Custom deal stages, tailored to the specific needs of the MCA pipeline.  - Distribute your leads based on custom rules and keep them balanced through a Round Robin.  - Out-of-the-box email to keep in touch with all your contacts.  Submission Channel : -Save and store all your lending contacts, ISOs, and funding partners in Salesforce. - Submit application packages to multiple lenders simultaneously. - Track multiple offers and terms from a single location.  Commissions Module & Renewals : - Track and monitor receivables and payables.  - Quickly identify merchants ready for renewal.  - Automated renewal forecasting helps you plan and build a renewal pipeline.  3rd Party App Integrations: - Tap into the marketplace of over 150,000 Salesforce Apps, and get the specialized functionality you need, including e-signature, voice and mobile integration, marketing automation, and much more. 

Cloudsquare Lend

cloudsquare Lend is a premier loan origination system built natively on the Salesforce platform for ISOs/Brokers, lenders, businesses working with funding loans, servicing, underwriting, or syndicating alternative business lending. Accelerate your business, work on the reporting, streamline your underwriting, servicing, and syndicating needs, as well as your referral source management, and get a holistic view of how your business is doing. Following the Salesforce methodology, Cloudsquare Lend was designed in a dynamic way, easy to configure so you can determine what is best for your business, allowing for a more efficient workflow. Cloudsquare Lend is built on the Salesforce platform, is easy to configure. It was designed in a dynamic way where nothing is hardcoded; this allows your business to change almost any setting you can think of and determine what is best for your business. There is NO need to write APPEX or code to change the configuration, just a point and click setup. You can configure everything within the setting page, just like the Salesforce methodology.

Cloudvirga Enterprise POS

The Cloudvirga Enterprise POS includes all the features of the Mobile POS and includes an environment for LOs that helps them structure the deal and service their customers. The Enterprise POS also includes directed workflows, calculates risk, and checks compliance to create underwriter-ready loans.

Average Rating: 5.0/5.0

Total Reviews: 1

Cognita by CreditLogic

Cognita by CreditLogic | AI for Regulated Financial Services Cognita is built specifically for regulated financial services. AI executes, humans decide, governance controls: every decision is auditable and explainable to regulators, boards and customers, with a full audit trail from the first document processed. Cognita Verify – AI Document Verification & Fraud Detection AI-powered forensic document and customer-data verification for regulated financial services. Cognita Verify detects fraud, delivers itemised, explainable evidence — never a bare risk score — and lets you query all fraud findings and document data via a built-in Conversational Assistant. Cognita Qualify – AI Document Qualification & Business Rules AI-powered document qualification for regulated financial services. Cognita Qualify checks verified documents against your business rules, returns an explainable Pass, Refer or Reject outcome with the reason behind it, and lets you query any case via a built-in Conversational Assistant. Cognita Decide – AI Credit Decisioning for Financial Services Explainable, auditable AI decisioning for regulated financial services. Cognita Decide combines verified documents, application, Open Banking and credit bureau data into deterministic decisions you can query via a built-in Conversational Assistant. Cognita Flow – AI Workflow Orchestration for Financial Services Governed workflow orchestration and case management for regulated financial services. Cognita Flow connects data, decisions, systems, people and AI agents end to end, with configurable client, agent and third-party portals and a built-in Conversational Assistant. Governance & Security Cognita is ISO 27001 certified, with ongoing supervision rather than a one-time certification, and is designed for data residency, GDPR and AML/KYC alignment from day one. Cognita is trusted by 100+ EBA-regulated institutions, including Tier 1 banks under ECB supervision, is an AWS ISV Accelerate partner, and is recognised by Gartner as an innovator in agentic, off-the-shelf lending software.

Co-Lending Software Platform

AOPAY Co-Lending Software Solution is a type of financial services and loan management software that helps banks, NBFCs, and lending institutions collaboratively originate, disburse, manage, and service loans under co-lending models. The software is designed to support joint lending arrangements by enabling participating institutions to share borrower data, manage loan portfolios, track repayments, and comply with regulatory requirements. It falls under the Loan Management / Financial Services Software category and is typically used by banks, NBFCs, fintech lenders, and financial institutions participating in co-lending partnerships. The primary use cases of Co-Lending Software Solution include borrower onboarding, loan origination, fund allocation between lending partners, repayment tracking, interest calculation, and regulatory reporting. By centralizing co-lending operations, the software helps institutions maintain transparency, reduce operational complexity, and ensure accurate settlement between partners. Key features and capabilities include: - Joint Loan Origination: Manage shared loan applications, credit assessments, approvals, and disbursements across multiple lenders. - Fund & Share Management: Track lender contributions, interest sharing, principal allocation, and revenue distribution. - Repayment & Servicing: Automate EMI schedules, repayment tracking, overdue monitoring, and partner-wise settlement. - Partner & Borrower Management: Maintain borrower profiles, partner agreements, loan terms, and transaction histories. - Compliance & Reporting: Generate audit-ready reports, regulatory filings, and reconciliation statements aligned with co-lending guidelines. Co-Lending Software Solution enables financial institutions to streamline collaborative lending operations, improve operational accuracy, reduce manual reconciliation, and maintain regulatory compliance. The centralized system supports scalable co-lending programs while ensuring clear visibility into loan performance, partner contributions, and financial outcomes across all participating institutions.

Comarch Loan Origination

Comarch Loan Origination is a platform dedicated to financial institutions that offer credit products to the customers via the sales channel.

Compass Asset Finance (CAF)

Compass Asset Finance (CAF) is a loan origination system developed to streamline and facilitate the processes of crediting, auditing, funding and income verification for financing applications received from dealers. CAF supports self-configurable credit decisioning, tolerance limits and risk parameters with full auto decisioning & scorecard capabilities.