Next-Gen Automated Digital Lending Platform
ConnectFI digital lending software helps financials launch amazing customer lending experiences and increased lending efficiencies.
Borrowers fill out simple guided loan applications on any device. The system saves their progress so they can continue working on their application 24/7.
New Loan Generation
BankBright transforms your banking website into a full-service 24/7 online sales channel for loans that extends your reach beyond your branches.
Document collection has never been easier. As borrowers go through the application process they will be prompted to upload the required documents to satisfy their loan.
Borrowers stay on track with an automated list that checks off tasks like completing the application and uploading documents as the borrower completes them in real-time.
Borrowers will get continual email reminders to continue filling out their application and upload documents that are still outstanding to keep the loan moving forward for approval.
Seamless Data Transfer to POS & Forms
BankBright seamlessly sends customer data and documents directly into some of the top LOS and Forms systems.
Increase sales with a pipeline of loan opportunities. Filter opportunity results to find loans that are close to closing, loans still with documents outstanding and more.
Complete Loan Package
No more looking at multiple systems. LOs and examiners will have access to a 360 view of all borrower data, financials and documents in one spot.
Automated Document Collection
LOs save precious time not having to collect documents. Borrowers upload required documents during the online application process and get continual reminders of outstanding documents.
Document Management & Vault
As documents are being uploaded by the borrower, all documents live in one central loan profile. LOs can also request extra documents at anytime.
Loan Status Tracking
Borrowers, LOs, and other staff will always be up to date on the status of every loan as they progress including. application status, documents uploaded and notes.
Automated Renewals & Reviews
Automatically collect required annual documents and updated applications from borrowers. Included is an Examiner Portal to give quick access for loan reviews.