Client management and loan origination (Loan Origination System): a single funnel from application to disbursement, deal statuses, interaction history and the stages of loan review. Works as part of the platform on top of the MFSys core.
CRM (LOS) — a FintechStan module for sales and loan origination. It guides the client through the funnel: initial application, qualification, review, decision, disbursement and servicing — with recording of statuses and interaction history.
As a Loan Origination System, the module formalizes the stages of loan issuance: document collection, checks, approvals and decision. An approved application is passed to the MFSys core as a loan contract without re-entering data.
Managers see their own funnel and tasks, and the head sees conversion by stage and bottlenecks. This speeds up disbursement and increases sales transparency.
Managing deals by stage with tasks and reminders for managers.
Document collection, checks and approvals on the loan application.
Conversion by stage, manager load, funnel bottlenecks.
An approved application becomes a contract in MFSys without re-entry.
Deadline control for deals and next steps.
Roles, access separation and a change log.
We define the sales funnel and the loan pipeline stages.
We configure the stages, statuses, documents and roles.
We connect it to the MFSys core and online lending.
We train managers, enable analytics, and provide support.
Request a demo — we'll walk through the funnel, loan issuance stages and passing the contract to MFSys.
