Loan Origination

North Shore’s industry-leading Origination module tracks every aspect of a new loan, from lead to closing. It can be implemented as a stand-alone LOS, with lead information coming in from a CRM tool on the front-end, and the loan being passed on to another system/entity on the back-end after closing, or it can be implemented along with the North Shore Asset & Portfolio Management module, in which case the client realizes the added value of front-end and back-end being the same system.

In addition to handling all origination processes and all types of commercial and CRE credit and debt investments, the module utilizes the underlying BRE, Doc Prep, API’s, and customer-facing Portal to capture ALL data related to a deal and to provide ALL of the output required for ALL internal and external entities involved.

origination1

Pipeline/Workflow:

Users of different roles can monitor their in-baskets and workloads, in list view or graphically.

origination3.

Underwriting Scenarios:

Track all quoting/sizing activity and compare different deal executions side by side.

Industry

Leading

origination2.

Deal Dashboard:

Consolidated view of everything previously done or outstanding for a deal at any point in time.

Features & FUNCTION

Benefits

100%

less time reconciling discrepancies between documents

50%

reduction in time from in-closing to closed

35%

increase in loan quality (% closed)

70%

reduction in spreadsheet usage

45%

decrease in loan cycle times