01 · Submission received

Originate from your inbox.

Lendbase's email agent monitors for new loan applications and triggers your origination workflow automatically. You can also start workflows through an integration of your choice, giving you flexibility in how applications enter the platform.

02 · Application routing

Build it as you like.

Translate your existing origination workflow into Lendbase, defining how applications are assessed, what happens at each stage, and how they progress as new information comes in.

03 · Application requirements

See what's missing.

Your requirements are checked against the submitted evidence. Missing fields and inconsistencies are surfaced immediately, before they slow down the analyst later.

04 · Document collection

Track and verify your documents.

Lendbase keeps track of every required document, flags potential fraud, and verifies that the evidence is complete and aligned with your ledning criteria.

05 · Third-party checks

Run every check from one place.

Run preferred third-party checks through the platform, with results automatically existing loan documents...no separate logins, no jumping between platforms.

06 · Policy gate

Apply your policies.

Translate your policies into Lendbase and apply them automatically throughout the workflow. See exactly where an application passes, where exceptions exist, and the evidence behind each result.

07 · Document generation

Use your own templates.

Verified application data flows into your house templates, with the heavy lifting done and everything assembled so your team review and refine the document instead of building it from scratch.

08 · Approval gate

Configure approvals.

Route each application to the right contributors and approvers, assigning each person the appropriate access, actions and approval steps. Every action and approval is recorded with a timestamp and clear history.

09 · Application handoff

Hand it off cleanly.

Lendbase packages the application so it’s ready for seamless integration into your selected loan management system.