Agile Financial Technologies, a leading software provider to the banking, financial services and insurance sectors, has announced its participation in the National Technology In Mortgage Banking Conference & Expo to be held between the 18th of March to the 21st of March at the JW Marriott in Los Angeles (L.A. Live).
Agile FT has an award-winning portfolio of software solutions for the Mortgage Banking industry including Agilis Lending Point-of-Sale (Wholesale, Retail, Correspondent), Loan Origination, Mortgage Insurance among others.
At this event, Agile FT will showcase its Agilis Wholesale Lending Point-of-Sale (POS) which is an integral component of the award winning Agilis Lending Suite and enables financial institutions to automate and track the entire process of consumer data consolidation acquired through wholesale channels and manage campaigns offering different lending products. Agilis Wholesale Lending POS provides financial institutions the facility to effectively manage brokers and their pipeline and also track their commissions and compensation.
Agilis Wholesale Lending Point of Sale would enable brokers manage the entire lifecycle of the loan origination process and access realtime visibility on the progress of the loan fulfillment process. It provides a streamlined process for consumer loan origination, product recommendation and allows institutions to offer new lending products across various classes in one unified interface, thus allowing customer data to be shared across loan product types. This enables cross selling and up selling with an unprecedented ease of use and increases the efficiency and throughput for the brokers, financial institutions and their customers.
Agilis Wholesale Lending POS enables quotation generation, management of broker profiles and validation and profiling of customers based on credit scores and other user defined weightages that can be defined on the system. Based on the customer profile, the system would be able to qualify customers and position the right product offering. The system provides the facility to the broker to lock the rate and follow through on any documentation that needs to get completed to ensure that the outcome of the loan application is expeditiously managed, thus reducing enormous overheads and process time involved in the loan origination cycle.
Kalpesh Desai, President & CEO at Agile Financial Technologies says, “We are pleased to showcase the Agilis Wholesale Lending Suite at the conference and are confident of its ability to enable financial institutions automate the entire lifecycle of loan origination to fulfillment through their broker channels. With a streamlined, integrated view, consumers can be assured of a quick turnaround on their loan applications whilst dealing with financial institutions that have adopted Agilis Wholesale lending as their platform of choice.”