features
Go to market quicker with a digital securities-based lending solution that’s ready to go and easy to use.
LOAN ORIGINATION
Proposal
Watch your business flourish with automatically-generated proposals that demonstrate to your clients what a securities-based line of credit would look like for them.
Application
Loan origination is a breeze with our digital application, which includes the ability to pre-populate relevant forms with information from your existing systems.
Underwriting
All-electronic delivery, signature and closing facilitates online collaboration between all necessary parties, enabling a streamlined origination process.
Custodian Gateway
Our integration with custodians translates to a streamlined and digitized customer experience.
RISK MANAGEMENT
Collateral Management
Robust, customized views and reports enable advisors, clients and your internal risk team to gain unprecedented visibility into risk.
AML Dashboard
Improve the agility, efficiency and effectiveness of your AML program and help reduce your risk with our intuitive dashboard.
Fraud
Multi-factor authentication and enhanced security measures help mitigate the operational risk of fraud.
ADVISORS, CLIENT, AND BACK-OFFICE PORTALS
Advisor Portal
Designed for busy professionals, the advisor portal provides a quick and frictionless experience – even for advisors who have no prior loan experience.
Client Portal
An intuitive dashboard allows clients to stay abreast of the status of their loans 24/7 and potentially avoid unpleasant surprises in the form of collateral calls.
Payment Gateway
With our easy-to-use payment gateway, it takes just a few clicks for clients to make payments and configure personalized settings, such as setting up one-time or recurring payments.
Loan Servicing Portal
Get a complete picture of the overall loan portfolio and service each individual account with our easy-to-use portal.
SMART ANALYTICS
Reporting
A powerful interface and multi-level reporting enable risk-informed decision-making and proactive risk strategy.
Administration
Secure and reliable document storage, full audit trail and activity tracking, and all-electronic delivery, signature and closing making administration easier than ever.