Every feature you need to run a world-class SBL program
FundNovaSoft's platform is packed with capabilities designed to streamline origination, servicing, risk management, and analytics — all in one place.
Origination
Digital-first loan origination
Electronic Application
Fully digital, guided application process for advisors and clients — no paper, no faxes, no manual data entry.
Automated Decisioning
Rules-based underwriting engine delivers instant loan decisions based on your firm's credit policy.
E-Signature
Integrated e-signature for all loan documents — binding, compliant, and paper-free.
Identity Verification
Automated KYC/AML checks integrated directly into the application workflow.
Custodian Integration
Direct feeds from Fidelity, Schwab, Pershing, and others for real-time account and collateral data.
Compliance Checks
Automated suitability, eligibility, and compliance screening at every step of the origination process.
Collateral & Risk
Continuous collateral surveillance
Daily Mark-to-Market
Automated daily valuation of all collateral positions using custodian price feeds.
LTV Calculation
Real-time loan-to-value calculations with configurable advance rates by security type.
Tiered Alert System
Warning, caution, and maintenance call alerts sent to advisors and clients automatically.
Ineligible Securities Screening
Automatic exclusion of restricted, concentrated, or ineligible securities from collateral calculations.
Audit Trail
Complete, tamper-proof audit trail of all collateral events and actions for regulatory purposes.
Stress Testing
Scenario modeling to evaluate portfolio resilience against market volatility and adverse conditions.
Servicing
Automated life-of-loan management
Payment Processing
Automated interest accrual, billing, collection, and posting with multiple payment options for borrowers.
Statement Generation
Monthly borrower statements and advisor reports generated automatically and delivered digitally.
Borrower Support
Client service portal with self-service account management and dedicated support team access.
Draw Management
Clients can request draws against their line of credit through the digital portal with instant processing.
Paydown Processing
Automated processing of principal paydowns with immediate LTV recalculation and notification.
Compliance Reporting
Regulatory reports, call reports, and compliance documentation generated automatically for your team.
Analytics & Reporting
Data-driven decision making
Executive Dashboard
Portfolio-level KPIs, growth trends, and risk summaries for leadership teams.
Advisor Analytics
Individual advisor performance tracking, pipeline status, and loan book growth metrics.
Custom Reports
Flexible report builder for creating tailored reports to meet your specific operational needs.
Data Export
Export all data to Excel, PDF, or direct feeds to your BI tools, data warehouse, or downstream systems.
Scheduled Reports
Set up automated report delivery on daily, weekly, or monthly schedules to any team member.
API Access
Full API access for integration with your internal data systems, CRM, and reporting platforms.
See all these features in action
Schedule a personalized demo and let our team walk you through the features most relevant to your program.
Request a Demo