Loan Origination, Processing and CRM Software Solution

[Dave DeMarinis]

I'm significantly ramping up my lending activities for 2020 and looking for a good software package to manage and automate as much as possible. I'm curious for the good and bad of what you are using? Here are my priorities and criteria. Did I miss something important?

1. Quick and Full loan application online (Ease of use for borrowers)
2. Track and move borrowers/applicants through the pipeline 
3. Checklist and document management throughout processing (configurable and ease of use for lender)
4. Portal/Dashboard for investor view of loan performance
5. Loan Servicing management
6. Competitive upfront costs and ongoing subscription costs
Plus 2 Nice To Haves: Good analytics reporting and Compliance Updates regularly communicated