Loan Origination Management

Loan Origination Management

Learn how banks are streamlining their commercial loan origination with:

  • Online, real-time tracking and reporting of the loan pipeline
  • Pipeline Document Management with batch uploads, doc-types, effective dates, and expiration dates
  • Easily create Document Packages for easy distribution to 3rd parties in a single, organized PDF file
  • Electronic approval and history with email notifications
  • Dynamic approval routing based on bank policy (asset type, deal size, number of policy exceptions, etc.)
  • Allows for use of existing bank underwriting forms and loan packages
  • Support for new, renewing, and modified loans
  • Loans to One Borrower analysis across pipeline loans and existing loans
  • Sophisticated real-time reporting including pipeline status, progress reporting, pipeline portfolio forecasting, declined/withdrawn reasons (Reg. B), expired pipeline loans, and history
  • Data extraction and Microsoft Excel integration
  • Seamless integration with Salesforce and other popular CRM systems

Pipeline Tracking

ARCS provides a real-time pipeline dashboard showing all loans in the pipeline with configurable filters.

Pipeline Document Management

Powerful Document Management with batch uploads, doc-types, effective dates, and expiration dates. Easily create Document Packages for easy distribution to 3rd parties in a single, organized PDF file. Once funded, easily copy documents from the pipeline loan to the funded loan.

Task Management

Bank-defined pipeline task management to ensure critical conditions are met.

Powerful Credit Approval

Rules-based approval workflow follows your exact bank policy, providing streamlined approval and audit trail.

Detailed Pipeline Reports

Powerful built-in reports for showing status, commitment activity, expired deals, declined/withdrawn reasons, pipeline progress, and pipeline portfolio forecasting. Or users can quickly and easily create new reports with custom fields, grouping, and filtering.

VSI Solutions