The Loan Navigator is a loan management solution that offers loan lifecycle management, documentation, team collaboration, workflow management and reporting functionalities within a suite. Both cloud-based and on-premise deployments are available.

The Loan Navigator features loan lifecycle management, which allows users to track loan requests from multiple sources. Once loan requests are approved, users can upload the applications using document management systems such as LaserPro.

The Loan Navigator also features loan portfolio management, which allows users to track loan performance metrics such as revenue, risk and staff performance. Workflow management tools help users to track new loan requests and the status of documentation.

The software offers loan documentation exception management. Users can manage compliance requirements for loan portfolios, and loan comment records help users to track communications involved in the processing of loan requests and approvals.



2 Reviews of The Loan Navigator

Overall rating

4.5 / 5 stars

Showing 1 - 2 of 2 reviews

April 2018

larry from Selene

Company Size: 501-1,000 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

April 2018

Found the software helpful

Pros

The product was user friendly and provide and intuitive use and functionality. When training end users on it use it was easy to learn.

Cons

Some of the features could be more advanced. There should be a way to communicate enhancements or upgrades to the product by the end users.

November 2017

Eric from 3StepCash.com

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Using The Loan Navigator allows us to service our consumer loans from start to finish with ease.

Pros

My favorite features of The Loan Navigator include integration to underwriting decisioning vendors like MicroBilt along with the Electronic Payment options to advance payments and auto invoice generation and payment receipt collection. These features in particular make it easy to determine the risk level of a potential loan and then to get the application electronically signed upon approval and tracking through the loans life cycle.