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Our Services

Onboarding & Training

Pricing & Guideline Management

Onboarding & Training
Onboarding & Training

Implementations

Integrations

Training

Technical Support

Image by Glenn Carstens-Peters

Implementations

LoanPASS’ implementations can be done in as little as days, depending on the type of products the financial institution offers. With LoanPASS, implementations start with an analysis of the type of loan products you sell, the business channels utilize to offer products, and the integrations with disparate systems that you will need (POS, LOS, CRM).

LoanPASS does the heavy lifting for its clients. Our implementations are swift and do not disrupt your daily operations. We start off by having you send us your custom or portfolio guidelines and rate sheet, which we configure to your own version of LoanPASS containing your specific guidelines mapped to your rate sheet. We then test numerous pricing scenarios in LoanPASS against your rate sheet to confirm everything is 100% accurate.

LoanPASS’ low-cost model slashes the cost of monthly maintenance, in part, by giving users the ability to easily manage products and pricing themselves.

Integrations

LoanPASS  offers open APIs to third-party providers such as POS, LOS and CRMs. We do not charge for integrations. Extensive documentation is made available for integrating with the LoanPASS applications.

Developing an integration with LoanPASS is meant to be quick, painless, and seamless.

Training

LoanPASS  handles all initial user set up with unique logins-either as an administrator or as a loan officer/originator. We utilize a cost-effective train-the-trainer approach whereby we conduct detailed training with your LoanPASS admin. They’ll learn how to maintain the rules, add new features, add users, upload rate sheets, and everything they need to hit the ground running. It’s a remarkably simple process that has proven to be highly effective. You’re then ready to roll LoanPASS’ product and pricing engine out to your customers.

Technical Support

LoanPASS ’ technical support staff is always available to answer questions and assist customers. Unlike larger organizations, our support team is highly responsive and hands-on.
Pricing & Guideline Management
Pricing & Guideline Management
LoanPASS  got started in the mortgage banking industry as a standalone, best-in-class loan product and pricing engine for mortgage lenders, banks, and credit unions. The company has since entered additional lending markets with its industry-agnostic decisioning solution such as commercial, private money, consumer, and other areas of lending.

The rules engine within LoanPASS is extremely scalable and can be configured to handle the complexities of lending products that most product and pricing engine (PPE) vendors would struggle with. LoanPASS’ low-cost model slashes the cost of monthly maintenance, in part, by giving users the ability to easily manage products and pricing themselves.
Image by Glenn Carstens-Peters

Guideline & Rules Maintenance

LoanPASS  offers two pricing and guideline maintenance models. Our primary model was designed to give you control and keep costs low giving you with the ability to manage loan products and pricing yourself, which is incredibly easy and can be uploaded daily in less than a minute. LoanPASS also provides the option to have us maintain your specific guidelines and rules for you, which is billed as a monthly service fee.
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