Epic River

Patient Lending

Active Acquired
Epic River’s Patient Lending platform is a lending as a service tool that allows banks to provide a fully digital borrower experience.
  • Grow Consumer Loans
  • Grow Business Customers
  • Improve Customer Experience
Core Processor(s): Not Required

Fundica

Fundica’s AI-powered search engine analyzes a company’s specific needs to pinpoint and rank the most suitable government programs.
  • Grow Business Customers
  • Improve Customer Experience
Core Processor(s): Not Required

Atmos Financial

Atmos’s software implements checks and balances at every stage to give financial institutions access to new asset classes and fund small solar loans.
  • Improve Internal Processes
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): Not Required

Crowe

Crowe CX for Commercial Lending

Crowe CX for Commercial Lending can help borrowers and lenders track loans and make their next steps.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

Lenders Cooperative

Lenders Co-Op streamlines the loan approval process by organizing the processes onto one platform/
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Able

Inactive Acquired
Able’s commercial lending hub centralizes necessary documents for all parties in one cloud-based platform.
  • Grow Business Customers
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Encapture

Active Acquired
Enterprise document processing solution that uses machine learning to extract, validate and deliver data to the correct system locations.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

FileInvite

FileInvite is a secure file-sharing portal for borrowers to upload and sign documents, and for bankers to automate data collection efforts.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Consumer Loans
Core Processor(s): Not Required

Ardmore Banking Advisors, Inc

myLoanReview Credit Risk Suite

The myLoanReview Credit Risk Suite is used to help banks better perform credit reviews, stress testing and credit analytics for their portfolios.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): CSI, Finastra, FIS, Fiserv, Jack Henry & Associates

Chimney

Financial Calculators

Chimney offers financial calculators customers can use to estimate future monthly payments, including mortgages, auto loans, home refi and more.
  • Improve Customer Experience
  • Grow Consumer Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

Newgen Software Inc.

NewgenONE is a low-code, web-based platform that helps banks streamline their digital account opening, lending, payments and trade finance operations.
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Deposits & Sales
  • Grow Mortgage Loans
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Finastra, Fiserv, Jack Henry & Associates, FIS

CRiskCo

Uses an API to integrate with business accounting software to gather and analyze financial data on new business customers.
  • Grow Business Customers
  • Grow Commercial Loans
Core Processor(s): Not Required

Supernova Technology

Supernova provides a customizable securities-based lending platform for banks to help streamline and digitize high-net-worth loans.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
  • Reduce Risk
  • Grow Consumer Loans
Core Processor(s): FIS

Take Three Technologies

TheRuleTool

TheRuleTool is a searchable, online database that houses agency and government guidelines and investor overlays.
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Not Required

Core10

Accrue

End-to-end digital banking and lending platform banks can use to streamline loan and deposit account lifecycles and connect to third-party fintechs.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Customer Experience
Core Processor(s): CSI, Finastra, FIS, Fiserv, Jack Henry & Associates

Lendflow

Lendflow’s embedded finance products help banks aggregate and utilize nontraditional data to lend to more qualified businesses.
  • Grow Business Customers
  • Grow Commercial Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Ncontracts

Nfairlending

Nfairlending is designed to make a bank’s data visual and highlight risk areas to aid in complying with CRA and Fair Lending regulations.
Core Processor(s): Not Required

Sales Boomerang

Active Acquired
Sales Boomerang automates the lead monitoring and generation process for a bank’s loan officers.
  • Grow Consumer Loans
  • Grow Deposits & Sales
  • Grow Mortgage Loans
Core Processor(s): Not Required

LoanStar Technologies

MerchantLinQ

LoanStar helps banks grow their consumer loan portfolio with their point-of-sale lending platform.
  • Grow Business Customers
  • Grow Consumer Loans
  • Improve Customer Experience
Core Processor(s): Not Required

MeridianLink

MeridianLink One

The MeridianLink One platform is an end-to-end, “one-stop shop” for consumer and mortgage lending, as well as deposit account needs.
  • Improve Customer Experience
  • Grow Mortgage Loans
  • Grow Deposits & Sales
  • Grow Consumer Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Linear Financial Technologies

Active Acquired
Linear helps banks automate and streamline small business loans and lines of credit.
  • Grow Business Customers
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

FIntegrate

Fusion CRS

Fusion CRS streamlines operations and tasks related to debt collection and recovery.
  • Improve Customer Experience
  • Improve Internal Processes
  • Protect Our Reputation
Core Processor(s): FIS, Fiserv, CSI, Finastra, Jack Henry & Associates

Access Softek

Access Softek provides a suite of modular-based, digital banking products that a bank can purchase individually or in combination.
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Grow Business Customers
  • Reduce Risk
  • Improve Internal Processes
Core Processor(s): Finastra, FIS, Fiserv, Jack Henry & Associates

Cirrus Secure

Cirrus Secure helps transform a bank’s loan document collection and onboarding process into a cloud-based, automated and collaborative one.
  • Grow Business Customers
  • Grow Commercial Loans
  • Improve Customer Experience
  • Reduce Risk
  • Grow Consumer Loans
Core Processor(s): Not Required

Fiwerx, Inc.

Reqwerx

Out of Business
Reqwerx is an intelligent collaboration platform designed to help banks manage and close loans efficiently and compliantly.
  • Grow Commercial Loans
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Scienaptic

Ether AI Platform

Scienaptic’s Ether AI Platform uses artificial intelligence and machine learning to help banks underwrite consumer, auto and business loans.
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
Core Processor(s): Not Required

FlashSpread

Inactive Acquired
FlashSpread automates the tax return spreading process for a bank with its drag-and-drop user interface.
  • Grow Commercial Loans
  • Grow Consumer Loans
Core Processor(s): Not Required

Crowe LLP

Crowe Credit360 for Problem Loans

Crowe Credit360 for Problem Loans centralizes a bank's loan data onto one platform and helps automate tasks related to problem loans.
  • Improve Internal Processes
  • Reduce Risk
  • Grow Commercial Loans
Core Processor(s): Not Required

Amount

Amount's platform helps banks offer retail banking products and point-of-sale financing options to clients through any digital channel.
  • Improve Customer Experience
  • Grow Consumer Loans
  • Grow Deposits & Sales
  • Reduce Risk
Core Processor(s): Not Required

MAXEX

MAXEX helps banks sell residential loans through its cloud-based digital exchange mortgage marketplace.
  • Grow Mortgage Loans
  • Reduce Risk
Core Processor(s): Not Required

Promontory MortgagePath LLC

Borrower Wallet

Out of Business
White-labeled platform streamlines the mortgage process for banks and their customers.
  • Grow Mortgage Loans
  • Improve Customer Experience
Core Processor(s): Not Required

Corserv

Account Issuer Program

Corserv's Account Issuer Program helps banks host their own credit card issuing program for consumer, business and commercial customers.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Customer Experience
  • Grow Business Customers
Core Processor(s): Not Required

Shastic

Elle

Elle is an AI- and RPA-driven software tool that facilitates communication between core and ancillary banking systems and the bank’s customers.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Business Customers
  • Grow Mortgage Loans
  • Grow Deposits & Sales
Core Processor(s): Not Required

Momnt

Momnt uses API-based platforms to help banks connect with businesses and offer point-of-sale loans to consumers.
  • Grow Consumer Loans
  • Grow Business Customers
  • Improve Customer Experience
Core Processor(s): Not Required

Zest AI

Zest Model Management System

Helps banks approve more borrowers in less time by using custom machine learning credit models.
  • Grow Consumer Loans
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Undisclosed

Open Lending Corporation

Lenders Protection™

Lenders Protection™ helps banks increase their auto loans with underserved populations.
  • Improve Customer Experience
  • Grow Consumer Loans
Core Processor(s): Not Required

Vikar Technologies, Inc.

One Vikar Client Onboarding & Loan Lifecycle Management

Vikar Technologies helps banks automate client onboarding and loan management processes through their One Vikar platform.
  • Grow Commercial Loans
  • Reduce Risk
  • Improve Internal Processes
  • Improve Customer Experience
  • Manage Compliance Costs
Core Processor(s): Not Required

RealKey

RealKey's cloud-based platform automates the document collection and review process for mortgage applications.
  • Grow Mortgage Loans
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Zoot Enterprises

Zoot consolidates all of a bank's data in one platform and provides instant decisioning capabilities for loan origination, fraud detection and more.
  • Improve Customer Experience
  • Improve Internal Processes
  • Reduce Risk
  • Grow Consumer Loans
  • Protect Our Reputation
Core Processor(s): Not Required

Chatham Financial

ChathamDirect

ChathamDirect is a cloud-based, risk management platform that automates the derivative trading process and hedge accounting for banks.
  • Reduce Risk
  • Grow Commercial Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Constant

Constant helps banks automate their loan modification processes by using real-time analytics to assess a borrower's financial situation.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Undisclosed

TurnKey Lender

TurnKey Lender is a highly customizable, AI-powered lending solution that gives banks the ability to decision a loan in minutes.
  • Improve Customer Experience
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Finvoice

FV Originate, FV Underwrite, FV Operate

Finvoice helps banks originate, underwrite and track secured loans with a cloud-based solution and 30+ API integrations with leading data providers.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Improve Customer Experience
  • Reduce Risk
Core Processor(s): Not Required

StackSource

Online CRE marketplace that brings the right loan opportunities to financial institutions based on their preferences across over 65 loan variables.
  • Grow Commercial Loans
  • Grow Business Customers
Core Processor(s): Not Required

Anvil

Web-based platform that enables developers to build and deploy web apps in minutes using a single coding language — Python.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

BOSS Insights

API hub that helps banks access back office data to underwrite business loans and identify cross-sell opportunities.
  • Grow Business Customers
  • Improve Customer Experience
  • Grow Commercial Loans
  • Grow Deposits & Sales
Core Processor(s): Not Required

OakNorth

ON Credit Intelligence Suite

ON Credit Intelligence Suite uses unconventional data to assess and monitor a bank's commercial lending portfolio.
  • Grow Commercial Loans
  • Grow Business Customers
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Hawthorn River Lending

Inactive Acquired
Loan workflow solution that automates manual processes, reduces data entry requirements and monitors regulatory requirements in real time.
  • Grow Commercial Loans
  • Grow Business Customers
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): CSI, Finastra, Fiserv

SavvyMoney

Provides bank customers with their credit scores and reports alongside pre-qualified loan offers from within the bank's online and mobile apps.
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Grow Consumer Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

Automated Financial Systems

AFSVision

AFSVision is a real time, multi-currency loan processing solution that’s fully digital and mobile-enabled and supports origination through servicing.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Fiserv, FIS

Community Capital Technology

Peer-to-peer loan transaction marketplace enables member banks to post and purchase loans and portfolios through a secure online platform.
  • Reduce Risk
  • Improve Internal Processes
  • Grow Mortgage Loans
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): Not Required

Happy Money

Payoff Loan

Happy Money works with banks to originate Payoff Loans, which help customers reduce credit card debt.
  • Grow Consumer Loans
Core Processor(s): Not Required

Teslar Software

Helps banks achieve operational scale by integrating with key systems to provide a single platform for managing the loan portfolio and operations.
  • Improve Internal Processes
  • Grow Mortgage Loans
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): FIS, Fiserv, Jack Henry & Associates, Finastra, CSI

CredoLab

Utilizes mobile device metadata to help banks assess the creditworthiness of unbanked or thin-file potential borrowers.
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Reduce Risk
Core Processor(s): Not Required

Intellaegis

masterQueue

Aims to make collections agents more productive and profitable by automating workflows and the process of gathering borrower information.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

Banker Valuation

Banker Valuation uses a three-factor approach to provide business valuations via a simple, web-based platform in just 15 minutes.
  • Grow Commercial Loans
  • Grow Business Customers
  • Reduce Risk
Core Processor(s): Not Required

Blooma

Blooma automatically aggregates and analyzes data and deal metrics in relation to a bank’s risk profile and creates unique scores for each opportunity
  • Grow Commercial Loans
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): Not Required

Qualia

Qualia Connect

Qualia's real estate title and escrow closing platform connects lenders with everyone in the transaction to create a single system of record.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Mortgage Loans
Core Processor(s): Not Required

Continuity Programs

MyCRMDashboard

MyCRMDashboard is a bank-specific CRM that generates exclusive leads, referrals and reviews through automated email and direct mail.
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Funding Circle

Active Acquired
Funding Circle is a marketplace lending platform that helps banks provide small businesses loans in an innovative, cost-effective way.
  • Grow Commercial Loans
  • Grow Business Customers
Core Processor(s): Not Required

Nymbus

Digital

Digital is an online and mobile banking suite that provides integration capabilities via APIs and native products such as PFM and billpay.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Undisclosed

Fundera

Active Acquired
Fundera delivers packaged loan opportunities that are a fit for a bank’s small business banking products, including loans and lines of credit.
  • Grow Business Customers
  • Grow Commercial Loans
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): Not Required

Notarize

From opening an account to closing on a mortgage, any document that needs notarization can be done entirely online, 24/7 using Notarize.
  • Improve Internal Processes
  • Grow Mortgage Loans
  • Improve Customer Experience
  • Grow Consumer Loans
Core Processor(s): Not Required

Edgeverve

CollectEdge

Active Acquired
CollectEdge is a data-driven intelligence platform that helps banks reduce delinquency rates, improve recoveries and lower operational costs.
  • Protect Our Reputation
  • Improve Internal Processes
  • Improve Customer Experience
  • Grow Mortgage Loans
  • Grow Deposits & Sales
  • Grow Consumer Loans
Core Processor(s): Not Required

Defi Solutions

Defi Solutions is a highly configurable and community-oriented loan origination, servicing and analytics platform.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Internal Processes
Core Processor(s): FIS, Jack Henry & Associates

PayNet

Inactive Acquired
PayNet provides credit assessments on private businesses, along with the tools banks need to leverage that information for profitable C&I lending.
  • Reduce Risk
  • Grow Business Customers
  • Grow Commercial Loans
Core Processor(s): CSI, Fiserv, Jack Henry & Associates

QCash

QCash automates the entire small-dollar, short-term lending process for financial institutions.
  • Grow Consumer Loans
  • Improve Customer Experience
Core Processor(s): Fiserv, Jack Henry & Associates

MK Decision

Credit Card Origination System

Inactive Acquired
Credit Card Origination System enables completely digital credit card application processing with a responsive application and decisioning engine.
  • Improve Customer Experience
  • Grow Consumer Loans
  • Improve Internal Processes
  • Grow Business Customers
Core Processor(s): FIS, Fiserv

CoFi

CoFi automates the construction payment process by hosting all budgets, invoices, approvals and construction draw records in one web-based system.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

Boxwood Means

FieldSmart Commercial Evaluations

FieldSmart commercial evaluations enable banks to reduce property appraisal costs and timelines without sacrificing reliability.
  • Grow Business Customers
  • Grow Commercial Loans
  • Reduce Risk
Core Processor(s): Not Required

RCGILTNER

MinuteLender

MinuteLender is a digital platform that enables community banks to underwrite small loans for consumers and businesses in as little as 5 minutes.
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Customer Experience
Core Processor(s): Not Required

StreetShares

Atlas

Active Acquired
Affinity-based direct lender that that partners with banks to provide small business lending programs and lending technology.
  • Improve Internal Processes
  • Grow Business Customers
  • Grow Commercial Loans
Core Processor(s): Not Required

Neener Analytics

ARIA

Neener uses data from a consumer’s social media profiles to predict their likelihood of repayment, enabling banks to serve thin-file borrowers.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Reduce Risk
Core Processor(s): Not Required

Rabbet

Rabbet provides the user experience that banks expect from a construction loan management solution, but with enhanced compliance controls.
  • Grow Business Customers
  • Grow Commercial Loans
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Own Up

Own Up pairs banks with borrowers who are pre-qualified under the bank’s underwriting guidelines, for a fraction of the typical origination cost.
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

BankPoint

Overlays a bank’s existing systems and uses bank data to provide intuitive tools for administering over a dozen banking functions in one platform.
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Deposits & Sales
  • Grow Mortgage Loans
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Fiserv, Jack Henry & Associates

LoanStreet

LoanStreet provides a single point of contact for sourcing, closing and managing club deals.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

Velocity Solutions

Akouba

Active Acquired
Akouba streamlines small business loan origination through its digital application and bank portal.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Grow Consumer Loans
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

BHG Financial

BHG Money

BHG Money originates, underwrites and funds loans to heath care professionals, and then helps banks purchase them.
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): Not Required

ProPair

ProPair helps banks optimize their lead management systems by using data analytics to pair the right loan officer with each new opportunity.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Coviance

Coviance streamlines and accelerates loan processing by aggregating reports and services needed to close real estate loans.
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Wolters Kluwer’s Lien Solutions

iLien

iLien helps banks manage their loan interests throughout the lending cycle — supporting everything from due diligence to filings and renewals.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Credibility Capital

Out of Business
Credibility Capital helps banks source, originate and service non-real estate small business loans under $350,000.
  • Grow Commercial Loans
  • Grow Business Customers
Core Processor(s): Not Required

Credivia

Out of Business
Credivia connects lenders with hotel borrowers, and supplies all of the data and analysis a bank needs to underwrite a hotel loan.
  • Grow Business Customers
  • Grow Commercial Loans
Core Processor(s): Not Required

Stackfolio

Inactive Acquired
Stackfolio is an online marketplace and digital transaction engine for whole loan trading.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Kasasa

Kasasa Loans

ICBA PreferredActive Acquired
Kasasa Loans helps borrowers pay more on their loans to reduce debt, and take that extra money back if they need it.
  • Grow Consumer Loans
  • Improve Customer Experience
Core Processor(s): Not Required

SimpleNexus

Inactive Acquired
SimpleNexus automates the information flow between loan officers, borrowers and referral partners, as well as all a bank's loan origination systems.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Mortgage Loans
Core Processor(s): Not Required

Baker Hill

NextGen® Lending, Risk Management, CECL, Analytics & Marketing

Active Acquired
NextGen is a cloud-based platform that digitizes commercial, small business and consumer lending processes, from acquisition onward.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Consumer Loans
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

OnDeck

ODX

Active Acquired
ODX by OnDeck is a white-label small business lending platform that includes a digital application and built-in fraud and compliance solutions.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Grow Business Customers
Core Processor(s): Not Required

Biz2Credit

Biz2X, Biz2X AI, Bank Statement Analyzer

Biz2Credit's white-label platform facilitates small business, commercial and SBA loans with automated underwriting, spread analysis and pricing.
  • Grow Commercial Loans
  • Grow Deposits & Sales
  • Grow Business Customers
Core Processor(s): Finastra, FIS, Fiserv, Jack Henry & Associates

Hyphen

Hyphen offers a white-labeled platform for banks that helps them book new small business loans from current customers and new leads.
  • Grow Commercial Loans
  • Grow Business Customers
Core Processor(s): Not Required

Revvin

Inactive Acquired
Revvin is a digital lending platform that provides user-friendly applications for borrowers and back-end controls for banks
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Mortgage Loans
Core Processor(s): Not Required

LoanScorecard

Portfolio Underwriter

Portfolio Underwriter automates portfolio loan underwriting and provides banks with detailed reports that enable consistent, compliant decisioning.
  • Improve Internal Processes
  • Reduce Risk
  • Grow Commercial Loans
Core Processor(s): Not Required

P2Binvestor

Inactive Acquired
P2Bi provides an asset-based lending solution for banks that includes collateral tracking and risk monitoring software and back office support.
  • Grow Commercial Loans
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): Not Required

Synapse

Out of Business
Synpapse helps financial institutions grow their deposits by banking fintechs and their clients.
  • Grow Deposits & Sales
  • Grow Consumer Loans
  • Grow Commercial Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

Magilla Loans

Magilla Loans is an anonymous loan search engine that connects borrowers who are actively shopping for loans with participating banks.
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): Not Required

Numerated

Inactive Acquired
Numerated is a digital platform that can make business loans of up to $1M in as little as 5 minutes from application through funding.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Grow Business Customers
  • Reduce Risk
Core Processor(s): Not Required

Sageworks

Credit Analysis

Inactive Acquired
Sageworks' Credit Analysis product is a web-based technology that enables banks to spread and analyze data to make better-informed loan decisions.
  • Reduce Risk
  • Improve Internal Processes
  • Manage Compliance Costs
  • Grow Commercial Loans
Core Processor(s): Not Required

FirstClose

FirstClose ONE

FirstClose compiles the credit, valuation, flood, tax and title data required to close equity and refinance credit in a single report in 30 seconds.
  • Improve Internal Processes
  • Reduce Risk
  • Grow Mortgage Loans
  • Grow Consumer Loans
Core Processor(s): Not Required

CuneXus

"1-Click" Consumer Lending

Active Acquired
CUneXus is a lending automation platform that keeps bank customers "perpetually approved" for consumer loans.
  • Grow Deposits & Sales
  • Grow Consumer Loans
Core Processor(s): Not Required

NestReady

Inactive Acquired
NestReady helps banks become hubs for the homebuying journey with a co-branded home search tool that locates everything from the agent to the lender.
  • Grow Commercial Loans
  • Improve Customer Experience
Core Processor(s): Not Required

Self Financial

Self partners with banks to provide credit-builder loans that help consumers safely save money and build credit.
  • Grow Consumer Loans
  • Grow Deposits & Sales
Core Processor(s): Not Required

Finagraph

Strong Box & BBC Easy

Active Acquired
Finagraph aggregates financial data from accounting systems and documents to make commercial and consumer lending easier for the bank and borrower.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Reduce Risk
  • Improve Internal Processes
Core Processor(s): Not Required

SpringFour

S4direct & S4pro

Banks can leverage SpringFour's database of local nonprofit resources to make referrals to borrowers who show signs of financial distress.
  • Protect Our Reputation
  • Improve Customer Experience
  • Reduce Risk
Core Processor(s): Not Required

SmartBiz

SmartBiz automates the SBA loan underwriting process and refers pre-qualified, pre-packaged SBA loan applications to bank partners.
  • Grow Commercial Loans
  • Grow Business Customers
Core Processor(s): Not Required

Q2 Gro

Q2 Gro Checkout & Q2 Gro Funnel

Inactive Acquired
Q2 Gro's solutions bring elements of e-commerce to banking, simplifying account opening and loan applications.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): FIS, Jack Henry & Associates, Fiserv

Kony

Inactive Acquired
Kony works with your bank to design, build, configure and manage your mobile app in a way that’s quick, easy and cost-effective.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Grow Mortgage Loans
Core Processor(s): Jack Henry & Associates

Upstart

UpStart's software-as-a-service solutions open the door for banks to offer unsecured personal loans to consumers.
  • Grow Consumer Loans
  • Reduce Risk
Core Processor(s): Undisclosed

Roostify

Inactive Acquired
Roostify provides a stream-lined, digital platform for managing and organizing the mortgage process.
  • Improve Internal Processes
  • Improve Customer Experience
  • Grow Mortgage Loans
Core Processor(s): Not Required

Validis

Validis is an automatic credit and risk monitoring platform that allows banks to collect and standardize data from their borrowers.
  • Grow Commercial Loans
  • Reduce Risk
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Undisclosed

Provenir

Provenir is a cloud-based risk analytics software platform that helps banks automate lending and credit processes.
  • Improve Internal Processes
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

BankLabs

Participate & OREO Automation

Active Acquired
BankLabs is a mobile-based tool that helps banks automate construction loans and payments, OREO management and participation deals.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Reduce Risk
  • Grow Business Customers
Core Processor(s): Not Required

PrecisionLender

Andi®

Inactive Acquired
PrecisionLender is a pricing management solution that uses artificial intelligence to help lenders price commercial loans.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Built

Built is a construction loan software company that helps banks manage risk and efficiency in the lending process.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Grow Consumer Loans
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

LendKey

LendKey is a white-label lending platform that helps financial institutions with loan decisioning, digital origination and balance sheet management.
  • Grow Consumer Loans
  • Manage Compliance Costs
Core Processor(s): Undisclosed

nCino

nCino Cloud Banking Platform

nCino is a cloud-based bank operating system that includes loan origination, customer relationship management and reporting.
  • Grow Deposits & Sales
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): FIS, Fiserv, Jack Henry & Associates, Finastra

LendingFront

LendingFront is a cloud-based lending solution that automates the SMB loan management process.
  • Grow Commercial Loans
  • Reduce Risk
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Undisclosed

Blend

Blend provides white-label, cloud-based software that allows banks to deliver a fully digital mortgage experience.
  • Grow Commercial Loans
  • Improve Customer Experience
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

Epic River

Patient Lending

Active Acquired

Epic River’s Patient Lending platform is a lending as a service tool that allows banks to provide a fully digital borrower experience.

Grow Consumer Loans, Grow Business Customers, Improve Customer Experience

Fundica

Fundica’s AI-powered search engine analyzes a company’s specific needs to pinpoint and rank the most suitable government programs.

Grow Business Customers, Improve Customer Experience

Atmos Financial

Atmos’s software implements checks and balances at every stage to give financial institutions access to new asset classes and fund small solar loans.

Improve Internal Processes, Grow Consumer Loans, Grow Commercial Loans

Crowe

Crowe CX for Commercial Lending

Crowe CX for Commercial Lending can help borrowers and lenders track loans and make their next steps.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans

Lenders Cooperative

Lenders Co-Op streamlines the loan approval process by organizing the processes onto one platform/

Grow Commercial Loans, Grow Consumer Loans, Improve Internal Processes

Able

Inactive Acquired

Able’s commercial lending hub centralizes necessary documents for all parties in one cloud-based platform.

Grow Business Customers, Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes

Encapture

Active Acquired

Enterprise document processing solution that uses machine learning to extract, validate and deliver data to the correct system locations.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes

FileInvite

FileInvite is a secure file-sharing portal for borrowers to upload and sign documents, and for bankers to automate data collection efforts.

Improve Customer Experience, Improve Internal Processes, Grow Consumer Loans

Ardmore Banking Advisors, Inc

myLoanReview Credit Risk Suite

The myLoanReview Credit Risk Suite is used to help banks better perform credit reviews, stress testing and credit analytics for their portfolios.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Chimney

Financial Calculators

Chimney offers financial calculators customers can use to estimate future monthly payments, including mortgages, auto loans, home refi and more.

Improve Customer Experience, Grow Consumer Loans, Grow Mortgage Loans

Newgen Software Inc.

NewgenONE is a low-code, web-based platform that helps banks streamline their digital account opening, lending, payments and trade finance operations.

Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans, Grow Deposits & Sales, Grow Mortgage Loans, Improve Internal Processes, Manage Compliance Costs, Reduce Risk

CRiskCo

Uses an API to integrate with business accounting software to gather and analyze financial data on new business customers.

Grow Business Customers, Grow Commercial Loans

Supernova Technology

Supernova provides a customizable securities-based lending platform for banks to help streamline and digitize high-net-worth loans.

Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes, Reduce Risk, Grow Consumer Loans

Take Three Technologies

TheRuleTool

TheRuleTool is a searchable, online database that houses agency and government guidelines and investor overlays.

Improve Internal Processes, Improve Customer Experience

Core10

Accrue

End-to-end digital banking and lending platform banks can use to streamline loan and deposit account lifecycles and connect to third-party fintechs.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Customer Experience

Lendflow

Lendflow’s embedded finance products help banks aggregate and utilize nontraditional data to lend to more qualified businesses.

Grow Business Customers, Grow Commercial Loans, Improve Internal Processes

Ncontracts

Nfairlending

Nfairlending is designed to make a bank’s data visual and highlight risk areas to aid in complying with CRA and Fair Lending regulations.

Sales Boomerang

Active Acquired

Sales Boomerang automates the lead monitoring and generation process for a bank’s loan officers.

Grow Consumer Loans, Grow Deposits & Sales, Grow Mortgage Loans

LoanStar Technologies

MerchantLinQ

LoanStar helps banks grow their consumer loan portfolio with their point-of-sale lending platform.

Grow Business Customers, Grow Consumer Loans, Improve Customer Experience

MeridianLink

MeridianLink One

The MeridianLink One platform is an end-to-end, “one-stop shop” for consumer and mortgage lending, as well as deposit account needs.

Improve Customer Experience, Grow Mortgage Loans, Grow Deposits & Sales, Grow Consumer Loans, Improve Internal Processes

Linear Financial Technologies

Active Acquired

Linear helps banks automate and streamline small business loans and lines of credit.

Grow Business Customers, Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes

FIntegrate

Fusion CRS

Fusion CRS streamlines operations and tasks related to debt collection and recovery.

Improve Customer Experience, Improve Internal Processes, Protect Our Reputation

Access Softek

Access Softek provides a suite of modular-based, digital banking products that a bank can purchase individually or in combination.

Improve Customer Experience, Grow Deposits & Sales, Grow Business Customers, Reduce Risk, Improve Internal Processes

Cirrus Secure

Cirrus Secure helps transform a bank’s loan document collection and onboarding process into a cloud-based, automated and collaborative one.

Grow Business Customers, Grow Commercial Loans, Improve Customer Experience, Reduce Risk, Grow Consumer Loans

Fiwerx, Inc.

Reqwerx

Out of Business

Reqwerx is an intelligent collaboration platform designed to help banks manage and close loans efficiently and compliantly.

Grow Commercial Loans, Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Scienaptic

Ether AI Platform

Scienaptic’s Ether AI Platform uses artificial intelligence and machine learning to help banks underwrite consumer, auto and business loans.

Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans

FlashSpread

Inactive Acquired

FlashSpread automates the tax return spreading process for a bank with its drag-and-drop user interface.

Grow Commercial Loans, Grow Consumer Loans

Crowe LLP

Crowe Credit360 for Problem Loans

Crowe Credit360 for Problem Loans centralizes a bank's loan data onto one platform and helps automate tasks related to problem loans.

Improve Internal Processes, Reduce Risk, Grow Commercial Loans

Amount

Amount's platform helps banks offer retail banking products and point-of-sale financing options to clients through any digital channel.

Improve Customer Experience, Grow Consumer Loans, Grow Deposits & Sales, Reduce Risk

MAXEX

MAXEX helps banks sell residential loans through its cloud-based digital exchange mortgage marketplace.

Grow Mortgage Loans, Reduce Risk

Promontory MortgagePath LLC

Borrower Wallet

Out of Business

White-labeled platform streamlines the mortgage process for banks and their customers.

Grow Mortgage Loans, Improve Customer Experience

Corserv

Account Issuer Program

Corserv's Account Issuer Program helps banks host their own credit card issuing program for consumer, business and commercial customers.

Grow Commercial Loans, Grow Consumer Loans, Improve Customer Experience, Grow Business Customers

Shastic

Elle

Elle is an AI- and RPA-driven software tool that facilitates communication between core and ancillary banking systems and the bank’s customers.

Improve Customer Experience, Improve Internal Processes, Grow Commercial Loans, Grow Consumer Loans, Grow Business Customers, Grow Mortgage Loans, Grow Deposits & Sales

Momnt

Momnt uses API-based platforms to help banks connect with businesses and offer point-of-sale loans to consumers.

Grow Consumer Loans, Grow Business Customers, Improve Customer Experience

Zest AI

Zest Model Management System

Helps banks approve more borrowers in less time by using custom machine learning credit models.

Grow Consumer Loans, Improve Internal Processes, Reduce Risk

Open Lending Corporation

Lenders Protection™

Lenders Protection™ helps banks increase their auto loans with underserved populations.

Improve Customer Experience, Grow Consumer Loans

Vikar Technologies, Inc.

One Vikar Client Onboarding & Loan Lifecycle Management

Vikar Technologies helps banks automate client onboarding and loan management processes through their One Vikar platform.

Grow Commercial Loans, Reduce Risk, Improve Internal Processes, Improve Customer Experience, Manage Compliance Costs

RealKey

RealKey's cloud-based platform automates the document collection and review process for mortgage applications.

Grow Mortgage Loans, Improve Customer Experience, Improve Internal Processes

Zoot Enterprises

Zoot consolidates all of a bank's data in one platform and provides instant decisioning capabilities for loan origination, fraud detection and more.

Improve Customer Experience, Improve Internal Processes, Reduce Risk, Grow Consumer Loans, Protect Our Reputation

Chatham Financial

ChathamDirect

ChathamDirect is a cloud-based, risk management platform that automates the derivative trading process and hedge accounting for banks.

Reduce Risk, Grow Commercial Loans, Improve Internal Processes

Constant

Constant helps banks automate their loan modification processes by using real-time analytics to assess a borrower's financial situation.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

TurnKey Lender

TurnKey Lender is a highly customizable, AI-powered lending solution that gives banks the ability to decision a loan in minutes.

Improve Customer Experience, Grow Commercial Loans, Grow Consumer Loans, Improve Internal Processes

Finvoice

FV Originate, FV Underwrite, FV Operate

Finvoice helps banks originate, underwrite and track secured loans with a cloud-based solution and 30+ API integrations with leading data providers.

Grow Commercial Loans, Improve Internal Processes, Improve Customer Experience, Reduce Risk

StackSource

Online CRE marketplace that brings the right loan opportunities to financial institutions based on their preferences across over 65 loan variables.

Grow Commercial Loans, Grow Business Customers

Anvil

Web-based platform that enables developers to build and deploy web apps in minutes using a single coding language — Python.

Improve Customer Experience, Improve Internal Processes

BOSS Insights

API hub that helps banks access back office data to underwrite business loans and identify cross-sell opportunities.

Grow Business Customers, Improve Customer Experience, Grow Commercial Loans, Grow Deposits & Sales

OakNorth

ON Credit Intelligence Suite

ON Credit Intelligence Suite uses unconventional data to assess and monitor a bank's commercial lending portfolio.

Grow Commercial Loans, Grow Business Customers, Improve Internal Processes, Reduce Risk

Hawthorn River Lending

Inactive Acquired

Loan workflow solution that automates manual processes, reduces data entry requirements and monitors regulatory requirements in real time.

Grow Commercial Loans, Grow Business Customers, Improve Internal Processes, Manage Compliance Costs

SavvyMoney

Provides bank customers with their credit scores and reports alongside pre-qualified loan offers from within the bank's online and mobile apps.

Improve Customer Experience, Grow Deposits & Sales, Grow Consumer Loans, Grow Mortgage Loans

Automated Financial Systems

AFSVision

AFSVision is a real time, multi-currency loan processing solution that’s fully digital and mobile-enabled and supports origination through servicing.

Grow Commercial Loans, Improve Internal Processes, Reduce Risk

Community Capital Technology

Peer-to-peer loan transaction marketplace enables member banks to post and purchase loans and portfolios through a secure online platform.

Reduce Risk, Improve Internal Processes, Grow Mortgage Loans, Grow Consumer Loans, Grow Commercial Loans

Happy Money

Payoff Loan

Happy Money works with banks to originate Payoff Loans, which help customers reduce credit card debt.

Grow Consumer Loans

Core Processor(s): Not Required

Teslar Software

Helps banks achieve operational scale by integrating with key systems to provide a single platform for managing the loan portfolio and operations.

Improve Internal Processes, Grow Mortgage Loans, Grow Consumer Loans, Grow Commercial Loans

Core Processor(s): FIS, Fiserv, Jack Henry

CredoLab

Utilizes mobile device metadata to help banks assess the creditworthiness of unbanked or thin-file potential borrowers.

Grow Consumer Loans, Grow Mortgage Loans, Reduce Risk

Core Processor(s): Not Required

Intellaegis

masterQueue

Aims to make collections agents more productive and profitable by automating workflows and the process of gathering borrower information.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

Banker Valuation

Banker Valuation uses a three-factor approach to provide business valuations via a simple, web-based platform in just 15 minutes.

Grow Commercial Loans, Grow Business Customers, Reduce Risk

Core Processor(s): Not Required

Blooma

Blooma automatically aggregates and analyzes data and deal metrics in relation to a bank’s risk profile and creates unique scores for each opportunity

Grow Commercial Loans, Grow Business Customers, Improve Internal Processes

Core Processor(s): Not Required

Qualia

Qualia Connect

Qualia's real estate title and escrow closing platform connects lenders with everyone in the transaction to create a single system of record.

Improve Customer Experience, Improve Internal Processes, Grow Mortgage Loans

Core Processor(s): Not Required

Continuity Programs

MyCRMDashboard

MyCRMDashboard is a bank-specific CRM that generates exclusive leads, referrals and reviews through automated email and direct mail.

Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): Not Required

Funding Circle

Active Acquired

Funding Circle is a marketplace lending platform that helps banks provide small businesses loans in an innovative, cost-effective way.

Grow Commercial Loans, Grow Business Customers

Core Processor(s): Not Required

Nymbus

Digital

Digital is an online and mobile banking suite that provides integration capabilities via APIs and native products such as PFM and billpay.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): Undisclosed

Fundera

Active Acquired

Fundera delivers packaged loan opportunities that are a fit for a bank’s small business banking products, including loans and lines of credit.

Grow Business Customers, Grow Commercial Loans, Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): Not Required

Notarize

From opening an account to closing on a mortgage, any document that needs notarization can be done entirely online, 24/7 using Notarize.

Improve Internal Processes, Grow Mortgage Loans, Improve Customer Experience, Grow Consumer Loans

Core Processor(s): Not Required

Edgeverve

CollectEdge

Active Acquired

CollectEdge is a data-driven intelligence platform that helps banks reduce delinquency rates, improve recoveries and lower operational costs.

Protect Our Reputation, Improve Internal Processes, Improve Customer Experience, Grow Mortgage Loans, Grow Deposits & Sales, Grow Consumer Loans

Core Processor(s): Not Required

Defi Solutions

Defi Solutions is a highly configurable and community-oriented loan origination, servicing and analytics platform.

Grow Commercial Loans, Grow Consumer Loans, Improve Internal Processes

Core Processor(s): FIS, Jack Henry

PayNet

Inactive Acquired

PayNet provides credit assessments on private businesses, along with the tools banks need to leverage that information for profitable C&I lending.

Reduce Risk, Grow Business Customers, Grow Commercial Loans

Core Processor(s): CSI, Fiserv, Jack Henry

QCash

QCash automates the entire small-dollar, short-term lending process for financial institutions.

Grow Consumer Loans, Improve Customer Experience

Core Processor(s): Fiserv, Jack Henry

MK Decision

Credit Card Origination System

Inactive Acquired

Credit Card Origination System enables completely digital credit card application processing with a responsive application and decisioning engine.

Improve Customer Experience, Grow Consumer Loans, Improve Internal Processes, Grow Business Customers

Core Processor(s): FIS, Fiserv

CoFi

CoFi automates the construction payment process by hosting all budgets, invoices, approvals and construction draw records in one web-based system.

Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Core Processor(s): Not Required

Boxwood Means

FieldSmart Commercial Evaluations

FieldSmart commercial evaluations enable banks to reduce property appraisal costs and timelines without sacrificing reliability.

Grow Business Customers, Grow Commercial Loans, Reduce Risk

Core Processor(s): Not Required

RCGILTNER

MinuteLender

MinuteLender is a digital platform that enables community banks to underwrite small loans for consumers and businesses in as little as 5 minutes.

Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans, Improve Customer Experience

Core Processor(s): Not Required

StreetShares

Atlas

Active Acquired

Affinity-based direct lender that that partners with banks to provide small business lending programs and lending technology.

Improve Internal Processes, Grow Business Customers, Grow Commercial Loans

Core Processor(s): Not Required

Neener Analytics

ARIA

Neener uses data from a consumer’s social media profiles to predict their likelihood of repayment, enabling banks to serve thin-file borrowers.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Reduce Risk

Core Processor(s): Not Required

Rabbet

Rabbet provides the user experience that banks expect from a construction loan management solution, but with enhanced compliance controls.

Grow Business Customers, Grow Commercial Loans, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Own Up

Own Up pairs banks with borrowers who are pre-qualified under the bank’s underwriting guidelines, for a fraction of the typical origination cost.

Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): Not Required

BankPoint

Overlays a bank’s existing systems and uses bank data to provide intuitive tools for administering over a dozen banking functions in one platform.

Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans, Grow Deposits & Sales, Grow Mortgage Loans, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Fiserv, Jack Henry

LoanStreet

LoanStreet provides a single point of contact for sourcing, closing and managing club deals.

Grow Commercial Loans, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

Velocity Solutions

Akouba

Active Acquired

Akouba streamlines small business loan origination through its digital application and bank portal.

Grow Commercial Loans, Improve Customer Experience, Grow Consumer Loans

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

BHG Financial

BHG Money

BHG Money originates, underwrites and funds loans to heath care professionals, and then helps banks purchase them.

Grow Consumer Loans, Grow Commercial Loans

Core Processor(s): Not Required

ProPair

ProPair helps banks optimize their lead management systems by using data analytics to pair the right loan officer with each new opportunity.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): Not Required

Coviance

Coviance streamlines and accelerates loan processing by aggregating reports and services needed to close real estate loans.

Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): Not Required

Wolters Kluwer’s Lien Solutions

iLien

iLien helps banks manage their loan interests throughout the lending cycle — supporting everything from due diligence to filings and renewals.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Credibility Capital

Out of Business

Credibility Capital helps banks source, originate and service non-real estate small business loans under $350,000.

Grow Commercial Loans, Grow Business Customers

Core Processor(s): Not Required

Credivia

Out of Business

Credivia connects lenders with hotel borrowers, and supplies all of the data and analysis a bank needs to underwrite a hotel loan.

Grow Business Customers, Grow Commercial Loans

Core Processor(s): Not Required

Stackfolio

Inactive Acquired

Stackfolio is an online marketplace and digital transaction engine for whole loan trading.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Kasasa

Kasasa Loans

ICBA PreferredActive Acquired

Kasasa Loans helps borrowers pay more on their loans to reduce debt, and take that extra money back if they need it.

Grow Consumer Loans, Improve Customer Experience

Core Processor(s): Jack Henry, Not Required

SimpleNexus

Inactive Acquired

SimpleNexus automates the information flow between loan officers, borrowers and referral partners, as well as all a bank's loan origination systems.

Improve Customer Experience, Improve Internal Processes, Grow Mortgage Loans

Core Processor(s): Not Required

Baker Hill

NextGen® Lending, Risk Management, CECL, Analytics & Marketing

Active Acquired

NextGen is a cloud-based platform that digitizes commercial, small business and consumer lending processes, from acquisition onward.

Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes, Grow Consumer Loans

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

OnDeck

ODX

Active Acquired

ODX by OnDeck is a white-label small business lending platform that includes a digital application and built-in fraud and compliance solutions.

Grow Commercial Loans, Improve Customer Experience, Grow Business Customers

Core Processor(s): Not Required

Biz2Credit

Biz2X, Biz2X AI, Bank Statement Analyzer

Biz2Credit's white-label platform facilitates small business, commercial and SBA loans with automated underwriting, spread analysis and pricing.

Grow Commercial Loans, Grow Deposits & Sales, Grow Business Customers

Core Processor(s): Not Required

Hyphen

Hyphen offers a white-labeled platform for banks that helps them book new small business loans from current customers and new leads.

Grow Commercial Loans, Grow Business Customers

Core Processor(s): Not Required

Revvin

Inactive Acquired

Revvin is a digital lending platform that provides user-friendly applications for borrowers and back-end controls for banks

Improve Customer Experience, Improve Internal Processes, Grow Mortgage Loans

Core Processor(s): Not Required

LoanScorecard

Portfolio Underwriter

Portfolio Underwriter automates portfolio loan underwriting and provides banks with detailed reports that enable consistent, compliant decisioning.

Improve Internal Processes, Reduce Risk, Grow Commercial Loans

Core Processor(s): Not Required

P2Binvestor

Inactive Acquired

P2Bi provides an asset-based lending solution for banks that includes collateral tracking and risk monitoring software and back office support.

Grow Commercial Loans, Grow Business Customers, Improve Internal Processes

Core Processor(s): Not Required

Synapse

Out of Business

Synpapse helps financial institutions grow their deposits by banking fintechs and their clients.

Grow Deposits & Sales, Grow Consumer Loans, Grow Commercial Loans, Grow Mortgage Loans

Core Processor(s): Not Required

Magilla Loans

Magilla Loans is an anonymous loan search engine that connects borrowers who are actively shopping for loans with participating banks.

Grow Consumer Loans, Grow Commercial Loans

Core Processor(s): Not Required

Numerated

Inactive Acquired

Numerated is a digital platform that can make business loans of up to $1M in as little as 5 minutes from application through funding.

Grow Commercial Loans, Improve Customer Experience, Grow Business Customers, Reduce Risk

Core Processor(s): Not Required

Sageworks

Credit Analysis

Inactive Acquired

Sageworks' Credit Analysis product is a web-based technology that enables banks to spread and analyze data to make better-informed loan decisions.

Reduce Risk, Improve Internal Processes, Manage Compliance Costs, Grow Commercial Loans

Core Processor(s): Not Required

FirstClose

FirstClose ONE

FirstClose compiles the credit, valuation, flood, tax and title data required to close equity and refinance credit in a single report in 30 seconds.

Improve Internal Processes, Reduce Risk, Grow Mortgage Loans, Grow Consumer Loans

Core Processor(s): Not Required

CuneXus

"1-Click" Consumer Lending

Active Acquired

CUneXus is a lending automation platform that keeps bank customers "perpetually approved" for consumer loans.

Grow Deposits & Sales, Grow Consumer Loans

Core Processor(s): Not Required

NestReady

Inactive Acquired

NestReady helps banks become hubs for the homebuying journey with a co-branded home search tool that locates everything from the agent to the lender.

Grow Commercial Loans, Improve Customer Experience

Core Processor(s): Not Required

Self Financial

Self partners with banks to provide credit-builder loans that help consumers safely save money and build credit.

Grow Consumer Loans, Grow Deposits & Sales

Core Processor(s): Not Required

Finagraph

Strong Box & BBC Easy

Active Acquired

Finagraph aggregates financial data from accounting systems and documents to make commercial and consumer lending easier for the bank and borrower.

Grow Commercial Loans, Improve Customer Experience, Reduce Risk, Improve Internal Processes

Core Processor(s): Not Required

SpringFour

S4direct & S4pro

Banks can leverage SpringFour's database of local nonprofit resources to make referrals to borrowers who show signs of financial distress.

Protect Our Reputation, Improve Customer Experience, Reduce Risk

Core Processor(s): Not Required

SmartBiz

SmartBiz automates the SBA loan underwriting process and refers pre-qualified, pre-packaged SBA loan applications to bank partners.

Grow Commercial Loans, Grow Business Customers

Core Processor(s): Not Required

Q2 Gro

Q2 Gro Checkout & Q2 Gro Funnel

Inactive Acquired

Q2 Gro's solutions bring elements of e-commerce to banking, simplifying account opening and loan applications.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): FIS, Jack Henry

Kony

Inactive Acquired

Kony works with your bank to design, build, configure and manage your mobile app in a way that’s quick, easy and cost-effective.

Grow Deposits & Sales, Improve Customer Experience, Grow Mortgage Loans

Core Processor(s): Jack Henry

Upstart

UpStart's software-as-a-service solutions open the door for banks to offer unsecured personal loans to consumers.

Grow Consumer Loans, Reduce Risk

Core Processor(s): Undisclosed

Roostify

Inactive Acquired

Roostify provides a stream-lined, digital platform for managing and organizing the mortgage process.

Improve Internal Processes, Improve Customer Experience, Grow Mortgage Loans

Core Processor(s): Not Required

Validis

Validis is an automatic credit and risk monitoring platform that allows banks to collect and standardize data from their borrowers.

Grow Commercial Loans, Reduce Risk, Improve Internal Processes, Improve Customer Experience

Core Processor(s): Undisclosed

Provenir

Provenir is a cloud-based risk analytics software platform that helps banks automate lending and credit processes.

Improve Internal Processes, Reduce Risk, Manage Compliance Costs

Core Processor(s): FIS, Fiserv, Jack Henry

BankLabs

Participate & OREO Automation

Active Acquired

BankLabs is a mobile-based tool that helps banks automate construction loans and payments, OREO management and participation deals.

Grow Commercial Loans, Improve Internal Processes, Reduce Risk, Grow Business Customers

Core Processor(s): Not Required

PrecisionLender

Andi®

Inactive Acquired

PrecisionLender is a pricing management solution that uses artificial intelligence to help lenders price commercial loans.

Grow Commercial Loans, Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

Built

Built is a construction loan software company that helps banks manage risk and efficiency in the lending process.

Grow Commercial Loans, Improve Customer Experience, Grow Consumer Loans

Core Processor(s): FIS, Fiserv, Jack Henry

LendKey

LendKey is a white-label lending platform that helps financial institutions with loan decisioning, digital origination and balance sheet management.

Grow Consumer Loans, Manage Compliance Costs

Core Processor(s): Undisclosed

nCino

nCino Cloud Banking Platform

nCino is a cloud-based bank operating system that includes loan origination, customer relationship management and reporting.

Grow Deposits & Sales, Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): FIS, Fiserv, Jack Henry

LendingFront

LendingFront is a cloud-based lending solution that automates the SMB loan management process.

Grow Commercial Loans, Reduce Risk, Improve Internal Processes, Improve Customer Experience

Core Processor(s): Undisclosed

Blend

Blend provides white-label, cloud-based software that allows banks to deliver a fully digital mortgage experience.

Grow Commercial Loans, Improve Customer Experience

Core Processor(s): FIS, Fiserv, Jack Henry