Products
At CloudMyBiz, we provide custom solutions through our proprietary frameworks, built natively on Salesforce, branded: Fundingo. The Fundingo Frameworks are an end-to-end solution for the Alternative Lending Industry. The streamlined process created by Fundingo lowers your overall costs and increases ROI.
The following is a listing of our Fundingo frameworks:
Origination:
Streamlined sales pipeline, loan applications process, and workflow automation.
- Lead Routing & Sales Management
- Loan Application
- Submissions Automation
- Lender APIs
- Commission Management
- Renewals Management
- Reports & Dashboards
Underwriting:
Automated underwriting process. Make real-time decisions based on aggregated data and your customized pricing matrix.
- Submissions Management
- Verification & Stips Management
- Pricing
- Contracts
- Integrations
- ISO Management
- Reports & Dashboards
Loan Servicing:
Easily service and manage your loan portfolio with ACH integrations, split payment processing, syndication and collections management, and real-time reporting.
- Portfolio Management
- Repayment & Fees Automation
- ACH Integrations
- Split Processing
- Syndication Management
- Collections Management
- Performance Analytics
Decision Logic Integration:
Direct API with DecisionLogic to to verify a borrower’s identity, account number and balance, directly in Salesforce.
- Review daily transactions
- Real Time Access
- Instant and accurate
LexisNexis Integration:
Direct API with LexisNexis Accurint Web Services for personal and business background searches.
- SmartLinx Person and Business Reports
- Purchase, store, and analyze reports
- Streamline searches by leveraging Salesforce data
TLOxp Integration:
Direct API with the TLOxp Web Services for personal and business background searches.
- Purchase Person and Business Reports directly from Salesforce
- Purchase, store, and analyze reports
- Streamline searches by leveraging Salesforce data
Experian Integration:
Direct API Integration between Salesforce and the Experian Net Connect
- Purchase, store and analyze personal reports in Salesforce
- Connect to one of the leaders in Credit Reporting
- Enables clients to make better informed lending decisions
QuikTrak Integration:
Direct API integration with QuikTrak to order site inspections directly from Salesforce
- One-click Ordering
- Detailed Reports
- Asset Verifications
NVMS Integration:
Direct API integration with NVMS to order site inspections directly from Salesforce
- One-click Ordering
- Detailed Reports
- Asset Verifications
Datamerch Integration:
Direct API integration with the Datamerch Database to locate business account information directly from Salesforce
- Community sources database to search for fraudulent merchants
- Locate troubled accounts with limited data
- Make better informed lending decisions with data from other trusted lenders
ACH Processor Integrations:
Integrations with the following ACH Processors:
- ACH.com
- ACHWorks
- ACH Processing Company
- Paysafe
- Forte
- Actum