Lend
Give every application a clear path to review.
Connect borrower onboarding, documents, credit checks and approval steps. Explore a configurable loan origination system with Automis Lend.
How this workflow helps
Bring the application, required checks and outstanding documents into one workflow. Route the case to the appropriate reviewer and record the decision under your lending policy.
What to review with your team
- Capture the application and documents
- Complete the configured checks
- Route the assessment for an authorised decision
What a loan origination system connects
A loan origination system coordinates the work between a borrower’s application and the lender’s decision. It helps teams collect information, track outstanding checks and route cases to the appropriate reviewer. The lender remains responsible for its credit policy, approvals and applicable obligations.
Capture the application
Identify the loan product and sourcing channel. Collect the borrower information and documents required for that journey, and keep missing items visible to the person handling the application.
Assess and route
Review identity, bureau and other available information through the configured providers. Apply the lender’s assessment rules and escalate exceptions to an authorised decision-maker.
Record the decision and handoff
Keep the decision, conditions and approval history with the case. Confirm that required conditions are met before handing an approved application to disbursement and servicing.
Frequently asked questions
What should we review before getting started?
Bring the application, required checks and outstanding documents into one workflow. Route the case to the appropriate reviewer and record the decision under your lending policy.
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