One platform. Every file. Under control.
Organize borrower documents and information, track completeness, ensure file ownership and audit readiness, before files reach your loan origination system (LOS).
Collect and organize documents with ease.
Accept documents from borrowers, internal teams, or third parties through a secure portal, email, or file upload, and collect borrower information in the portal. Each document is filed under the requirement it was uploaded against, so the file is organized from the start.
Four modules (Mortgage, Commercial, Consumer, Deposits), each supporting any number of products without custom development.
See it in action on the Mortgage page →
Instant visibility across your lending pipeline.
See exactly where every file stands, what's missing, who owns it, and what's next. Reduce follow-ups, eliminate guesswork, and keep borrowers and internal teams aligned.
Built for regulatory confidence.
Maintain a complete audit trail of every action, document, and user. Control access by user, team, and function.
Seamless integration with your LOS.
ConnectFI isn't a replacement for your LOS or core. It's the structured layer that feeds it. Hand off complete files with all required documents, indexing, and metadata. Reduce exceptions and accelerate time to decision.
Questions banks ask before they start.
We already have an LOS. Why add ConnectFI?
ConnectFI works before the file reaches your LOS. It provides loan-type-specific intake and checklists, tracks what's missing and who owns it, sets up recurring requests for annual financial reviews, and keeps a complete activity record on every file.
We already have a portal and shared folders. What's different?
Documents land in one organized file per borrower instead of across email and folders. Everyone on the team sees what's received and what's missing, task reminders keep outstanding items moving, and borrowers see exactly what's required for their loan type.
What do our staff still do?
Your team still reviews the documents that come in, raises exceptions and adds notes, decides when a file is ready and hands it off, and sets up and invites the borrower's application.
What goes away?
Banks using ConnectFI report less manual re-requesting of recurring documents, less paper and in-person drop-off, fewer documents sent as plain email attachments, and less duplicate data entry.
How do borrowers get in?
Your staff can send an invitation link by email, or borrowers can start on your bank-branded ConnectFI website.