Whether you are looking for a loan document system for consumer, commercial or mortgage, we have the knowledge and experience to help you make the most appropriate vendor selection. It may be one vendor for all three solutions or multiple vendors depending on your specific requirements.
Our consultants have come from financial institutions that have selected and implemented loan document systems.
- Our approach begins with a fit analysis that identifies your institution's unique requirements based on your strategic business strategy.
- We will look at whether a centralized or decentralized approach is best for your institution based on the criteria and market you are in.
- Once we fully understand your needs, we will help identify and select vendors that should receive a Request For Information and then help narrow it to the two or three vendors that provide the best fit.
- We continue to consult with you until the final decision is made.