Our Fintech Efficiency SaaS

We have created a software that provides banks, credit unions, and mortgage brokers with the online loan flow and management tools customers expect in a modern world. Our platform routes loans to the proper loan officer instantly and provides them one place to do all of their loan due diligence, pricing, and proposing in minutes. Our software will radically transform not only the customer experience but loan officer engagement, while dramatically reducing customer acquisition costs.

Seamless Experience

Engage with new and current customers with our digital loan quote path built for your website, tablets, and mobile phones.

Provides the consumer with easy-to-read path and mobile tools to make the most informed decision on the largest investment of their lives. 


Ease of Use

Allow your customers to obtain a quote with minimal effort while providing the pertinent information necessary to establish a quote in a matter of minutes. 

Allow your new and existing customers to have the personalized experience based on their buying preferences and individuals needs.


Provide your loan officers the opportunity to connect with borrowers in real time who are looking to obtain a loan from the comfort of their own personal space.


Provide loan officers the ability to review loan requests, detailed property information, investigate consumer credit, price and propose on the loan in one place via desktop, andriod or iOS app, making response to real time inquires a 24/7 possibility.


Route each loan to a designated hub within the bank allowing borrowers and loan officers to match based on location, business expertise, loan types and availability. 

Loan Relationship Manager (LRM)

Our Loan Relationship Manger (a CRM for Loans) routes each loan to a designated team, group, or individual within the bank enabling managers to track response times and loan activity of all loan officers.


Customize the questions you ask of the borrower to ensure all loan requests align with your bank's requirements.

Team Management

Our LRM enables administrators to gauge performance and timeliness of all loan officers proposals from one location, in real time.
Other ways to get in touch:

2277 Fair Oaks Blvd, Suite 425
Sacramento, CA 95825

844-468-4252 ext 5