Automate the Complexities of Securities-Based Lending

For Quicker Time to Fund

Automate the Complexities of Securities-Based Lending for Quicker Time to Fund

Doxim Securities-Based Lending solution helps financial service providers streamline their business and tap into new revenue opportunities by enabling a fast and easy process for executing securities-based loans. With a flexible workflow engine, pre-defined rules, and dynamic online forms, the Doxim Securities-Based Lending Solution can be implemented quickly, enabling wealth organizations to react and adapt to new lending opportunities. This SaaS-based Solution includes integrations for credit checks and AML checks and can be integrated with any third-party system such as a collateral management engine.

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Doxim Securities-Based Lending Features

A Configurable Workflow Solution

Get to market faster with pre-designed workflow processes for lending that can be configured to meet the unique needs of your business.

Bidirectional Integrations

Leverage robust integrations to back office and third-party data sources such as your Collateral Management System to streamline the process and prevent the errors that stem from keying and re-keying transfer data manually.

Intelligent Questionnaires

Speed the securities-based lending process by focusing on crucial questions. Intelligent questionnaires only prompt questions that are pertinent to the product type and the individual opening it.

See Doxim Securities-Based Lending in Action

Discover how to automate the Securities-Based Lending process. Reduce administrative overhead and costs, free up time for advisors, and deliver products and services faster with Doxim Securities-Based Lending. If you have questions, our product specialists would love to answer them. Give us a call at 1866 475 9876.