Solution introduction

Loan origination solution

Omni-product omni-channel loan origination solution built on top of Dynamics 365 CRM

A powerful end-to-end digital loan origination, servicing and collection solution built on top of Dynamics 365. It allows managing the entire customer lifecycle in one, unified CRM platform. Covering everything from pre-screening, onboarding, risk and credit review, underwriting, disbursement to collection, VeriLoan automates the entire retail, commercial and corporate loan processes from start to finish.

The solution empowers financial institutions to make fast, consistent and cost effective loan decisions within predefined risk margins. It provides straight-through processing (STP), sophisticated rule engine, simplified KYC and AML check processes and an advanced eligibility calculator. It allows different teams -relationship managers, business line managers, credit analysts, credit committee, credit admin officers, operation department - to coordinate easily.  

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.