Consumer Lending
Consumer lending, without the document chase.
Guided applications for borrowers. Clear file visibility for lending teams.
ConnectFI
Auto Loan Application
4 of 6 steps
Personal Information
Completed
Employment & Income
Completed
Vehicle Information
Completed
Required Documents
3 of 5 uploaded
Review & Submit
Continue Application
Consumer Loan Pipeline
+ New ApplicationBorrowerCompletenessStatus
AB
In ReviewAnna Brooks
Auto Loan · $28,500
TR
Needs ItemsTom Reyes
Personal Loan · $15,000
DP
Ready for LOSDavid Park
Boat Loan · $42,000
LO
Needs ItemsLena Ortiz
Line of Credit · $50,000
Configured to your product mix, not ours. Add or retire a loan type without a development project.
Auto
Boat
Personal Loan
Line of Credit
Other Consumer Loans
01 · Borrower Experience
An easier start for every borrower.
A simple, guided application experience that collects the right information and documents for each loan type.
Loan-specific guidanceDynamic checklists for auto, boat, personal loans, lines of credit and more.
Multiple ways to submitSecure portal, mobile upload, email or in-branch assistance.
Clear expectationsBorrowers see what's required and what's complete.
Credit applications filled in for youPopulated in your bank's format from the same information. New formats can be added, including for other states.
ConnectFI
Upload Documents
Use your phone to upload clear photos or files.
Driver License
Proof of Income
(2 recent pay stubs)
W-2
(2 years)
Bank Statements
(2 months)
Proof of Residence
You can take a photo or upload a file from your device.
Document Uploaded
02 · Lender Experience
Know what's missing before it slows you down.
Get real-time visibility into every consumer application. See what's complete, what's missing, and what needs attention, all in one place.
Real-time file completenessInstantly see outstanding items and reduce follow-ups.
Clear ownership and activityKnow who's responsible and track every action.
Portfolio visibilityView all consumer loan types in a unified dashboard.
Applications
BorrowerLoan TypeAmountCompletenessStatusLast Activity
STSofia Tran
Auto Loan$28,500In ReviewOct 12MCMarcus Chen
Personal Loan$15,000Needs ItemsOct 12HWHannah Wilson
Boat Loan$42,000Ready for LOSOct 11RJRobert James
Line of Credit$50,000Needs ItemsOct 1103 · Prequalification
Prequalification, without the paperwork pile.
Give borrowers an early indication of their purchasing power with a soft-pull prequalification, so there is no impact to their credit score.
Estimate Your Purchasing PowerEstimate Only
Loan TypeAuto Loan
Estimated Vehicle Price$ 30,000
Loan Term60 months
$525 to $615
Estimated Monthly Payment
$28,000
Estimated Loan Amount
This is an estimate only and does not constitute a credit decision. Actual loan amount, terms and rates may vary based on full underwriting and credit review.
04 · How It Works
From application to a complete file.
A streamlined workflow that keeps everyone aligned, from borrower intake to LOS handoff.
Apply
Borrower completes guided application
Upload
Documents collected and organized
Review
Check completeness and resolve items
LOS Handoff
Send a complete, structured file