The Only Fully Automated Digital Lending Solution
FundNovaSoft's Lending Software delivers an all-electronic origination process, robust life-of-loan management, and a digitized customer experience that reduces cost and accelerates growth.
Product Overview
All-digital. End-to-end. Built for scale.
Our Lending Software includes everything from initial eligibility checking through final loan funding and ongoing post-origination management. Every step is digital, automated, and designed to minimize friction for both the advisor and the client.
The platform facilitates a digitized customer experience, significantly reduces cycle time and cost, increases application completion rates, and enables advisors to deliver holistic, goals-based advice.
- All-electronic application & document collection
- Automated eligibility & underwriting decisioning
- Electronic signature and funding
- Automated life-of-loan servicing
- Real-time collateral monitoring
- Integrated advisor & client portals
Core Features
Everything you need in one platform
Digital Origination
Fully paperless application process from start to finish. Clients complete applications online in minutes with guided workflows that maximize completion rates.
Automated Underwriting
Rules-based underwriting engine that evaluates eligibility, calculates loan-to-value ratios, and generates instant decisions — without manual review queues.
E-Signature
Integrated e-signature capabilities enable clients to sign loan agreements, disclosures, and account documents without printing a single page.
Custodian Integration
Direct data feeds from major custodians — Fidelity, Schwab, Pershing, and others — for real-time account verification and collateral valuation.
Collateral Alerts
Automated monitoring triggers instant notifications to advisors and clients when collateral coverage approaches or falls below maintenance thresholds.
Analytics Dashboard
Comprehensive reporting for advisors, managers, and executives — from pipeline metrics to portfolio performance and risk exposure summaries.
Mobile Responsive
Fully optimized for mobile and tablet devices. Clients can apply, monitor, and manage their loans from any device, anywhere, at any time.
CRM Integration
Bi-directional sync with Salesforce, Redtail, Wealthbox, and other major CRM platforms to keep your client data aligned across all systems.
Cloud Architecture
Built on enterprise cloud infrastructure with 99.9% uptime SLA, SOC 2 Type II certification, and bank-grade encryption for all data in transit and at rest.
“Before FundNovaSoft, our average loan took 3 weeks to close. Today it's 4 days — and we're handling 5x the volume with the same team. The ROI was evident within the first quarter.”
See our Lending Software in action
Schedule a personalized demo and discover how FundNovaSoft can transform your lending operations.
Request a Demo