Platform

Virtual Implementation

COVID 19 has upended customers coming into banks for now and most likely for a while to come. Being Cloud-Based, ConnectFI can be implemented in days without us ever needing to come to your bank. We do all our training virtually and since ConnectFI is so user-friendly, your staff will be experts on the system with only two webinars.

Anywhere. Any Device.

Borrowers are busy and more than ever need to do their banking from home. With ConnectFI, borrowers can start an application on their mobile device, continue work from an office laptop or access the application from a bank branch.

Borrower Self-Serve

Our industry-leading application experience uses a guided interface, loan checklist, automated document collection and user-centered design to maximize pull-through rates.

Improved Loan Efficiency

Drastically cut loan end-to-end time with automated borrower application and document collection. Your banks loans will turn around faster and with far more efficiency.

Cloud-Based

The benefits of being cloud-based are far reaching. The cloud-based ConnectFI system gives borrowers the ability to complete their loan tasks from anywhere, the LO to work from home and the need for ZERO IT Staff required to implement and maintain the system. It's more secure and saves your bank money.

Bank Branded

The ConnectFI system is a white-labeled system. We customize the entire system with your bank or credit union’s brand and color scheme. Implementation is as easy as putting a link on your website for customers to apply for a loan.

Enterprise Data Security

All interactions with ConnectFI occur over an encrypted channel. We employ SSL to protect your documents, passwords, interactions and are SOC Type 2 compliant. ConnectFI encrypts your documents and all information stored in our databases at rest with AES-256 Encryption. We also deploy document and user logs that can be reviewed anytime.

Secure Hosting

ConnectFI is hosted in a state-of-the-art SAS70 Type II, SSAE 16 facility that has achieved ISO 27001 certification. Physical access is strictly controlled by professional security staff utilizing video surveillance, state of the art intrusion detection systems and undergoes a recurring SOC-2 audit process.

Integrations

The ConnectFI system makes it easy to transfer data directly into some of the top Compliance and Loan Origination Software. The system also integrates for pulling personal credit reports.

Compliance Made Easy

Automatically collect required annual documents and updated applications from borrowers. Included is an Examiner Portal to give quick access for loan reviews.
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