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Notes on lending technology

How origination, underwriting, pricing, and servicing actually run, written for the brokers and lenders doing the work.

In short: Articles on the systems behind private and commercial lending: the origination workflow end to end, how document checks read a loan file, and how loan products map onto the software that has to service them.

One platform

The other modules

Every module reads the same loan record, so adding one never means another import.

Loan Origination SoftwareIntake, underwriting and closing in one fileExplore Loan Origination Software
Mortgage CRMEvery lead and borrower conversation in one placeExplore Mortgage CRM
Loan ServicingPayments, draws and ledgers after the loan fundsExplore Loan Servicing
Loan PricingRules-based pricing and rate locksExplore Loan Pricing
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