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Improve loan turnaround time and audit compliance with customized workflow templates.

Workflow interacts with all FINPACK+ tools to create a standardized decision process from request to closing, ensuring all steps are completed


Workflow templates can be quickly built by you, customized to the underwriting and servicing processes of your institution.


Easily tracks loan underwriting progress. Provides detailed, streamlined information throughout the process. Progress is easily shared with all members of the credit team.


Documents each step of the underwriting process for regulatory and audit tracking purposes.


Verifies task completion, ensuring all underwriting steps are met.

Assign Tasks

Automatically assign workflow tasks to individuals or teams.

Seamless Integration

Seamlessly interacts with all FINPACK+ tools, creating individual task lists for each staff member working on the loan.