From scattered documents to lending-ready files.
ConnectFI organizes document and information intake, tracks completeness, and gives banks full control before files reach the loan origination system (LOS).
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Three steps to complete, controlled files.
ConnectFI standardizes document and information intake, checks completeness in real time, and gives you full visibility before files reach your LOS.
See the full workflow →Structured Intake
Collect documents and borrower information from any source, and file each document under its requirement.
Automatic Completeness Tracking
We check for missing items, flag issues, and keep borrowers on track.
File Control & Visibility
Review a complete, organized file and hand off to your LOS with confidence.
Case Studies
State Savings Bank of Manistique
Replacing unsecured email and paper with a secure, scheduled path to a complete file
Waumandee State Bank
Giving customers a way to reach the bank anytime, not just during office hours
Port Washington State Bank
Replacing a broken online system with a single, connected intake process
Security & Compliance, Built In
Full audit trail, exception logging, and extensive reporting on every file. Encrypted in transit and at rest, and ready for your next exam.
See Security & Compliance →