Loan Origination

Retail & Commercial Loans

One Integrated Solution

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“Frankly, it blew the competitors right out of the water"

TCU Financial Group

Retail & Commercial Loan Origination

Watch | Is Your Lending Tech Future Ready?
Is your LOS future ready? Can it handle the mounting pressures of the increasingly competitive lending landscape inhabited by agile FinTechs? Join our solutions expert, Sean Kennelly, as he reveals the 3 pillars of lending technology required for a future-proof LOS.

Brochure | Loan Origination
Doxim’s Loan Origination solution supports both retail and commercial lending process requirements. It offers a better staff and customer experience during the loan application process by streamlining loan origination, offering automated loan decisioning support, and generating loan-related documentation.

Case Study | TCU Goes Digital for Faster Lending
TCU Financial Group had set a goal to update its technology to provide an exceptional member service experience, a project which included enhancing the loan origination process. TCU selected and implemented Doxim Loan Origination. The credit union quickly saw several benefits. Loans were opened faster and more accurately. Lenders were happier and more efficient, and the member experience improved dramatically.

Doxim product screenshot account screen

Integrated, Customer-Centric Solution for Fast Lending with Fewer Errors

Streamline lending with support for a natural, conversational application process with loan decisioning support, and automatically generates loan-related documentation, so your lenders can focus on building relationships rather than paperwork.

Doxim’s powerful SaaS loan origination solution was developed in collaboration with financial institutions like yours and fine-tuned to support your process improvement, compliance, productivity, staff and customer experience modernization initiatives.

Request Personal Demo of Doxim Loan Origination


The Vision for Loan Origination is Integration, Configuration & Experience

The future of lending is an integrated, configurable solution that is designed to improve the customer experience. Retail or commercial, all loan applications are handled through the same streamlined interface including mobile support, to help meet the needs of your entire customer base and improve productivity.

From banking core, insurance, lien searches, to e-signature providers, Doxim Loan Origination has pre-built integrations to key technology providers that make paperless lending possible.

Request Personal Demo of Doxim Loan Origination


Doxim product screenshot application screen
doxim product screenshot account opening and closing

Grow your Loan Portfolio and Capture More Wallet Share

Our unique umbrella lending support allows lenders to sell multiple connected loans during a single application and secure them all with common collateral. And full CRM integration means that lenders can uncover customer needs during the lending process, then document them for future cross-sell, without ever leaving the loan origination system.

Request Personal Demo of Doxim Loan Origination


Doxim Loan Origination Features

360 Degree View of Borrower

Enhanced financial viewFrom the loan or deal summary to details on current exposure and business financial statements, your lenders are empowered to make well-informed decisions.

Automated Decision Engine

Automated Decision Engine iconLenders can make the right decision quickly and ensure compliance with credit policy by receiving a pass or fail loan funding recommendation based on a customizable lending matrix.

Built-In ECM Functionality

Built-in ECM FunctionalityGive staff robust ECM functionality right from within Doxim CRM including generating crucial documents, secure storage, document search and compliance reporting.

Business Messaging

Business MessagingEnable staff to connect with your customers securely through two-way email and text messaging while maintaining a complete communications history in one place.

Configurable Solution

Configurable Solution iconStreamline lending processes with distinct configurations for retail and commercial loan products, user-friendly commenting capabilities, and flexible deal securing options.

CRM Integration

CRM integration iconNever miss a revenue opportunity. Document future lending needs uncovered during loan processing with the only loan origination system that integrates directly into a CRM.

Enhanced Financial View

Enhanced financial view iconGive lenders a holistic view of your customer’s financial statements so they can make sophisticated lending decisions based on a complete understanding of the customer’s finances.

Intelligent Form Pre-Population

Intelligent Form pre-population iconEasily pull data from your banking system and 3rd party loan-related service providers to pre-fill loan applications. This process reduces keying errors and speeds up loan fulfillment.

Mobile Paperless Lending

Mobile Paperless lending iconMobilize your lenders and process loans paper-free at your customers’ convenience, anytime, anywhere with a tablet-friendly interface and e-signature capability.

Multi-Product Loan Applications

Multi product loan applications iconIncrease wallet share while reducing costs by processing multiple connected loans within a single application and securing them all with common collateral.

Omnichannel Account Opening

Omnichannel Account OpeningWith a direct integration to Doxim Self-Service Origination, your FI can deliver a cross-channel consistent experience wherein customers have the flexibility to seamlessly switch between online, in-branch, and mobile channels to complete an application.

One Central Source for Data

One central source for dataGet a more complete and actionable view of your business by aggregating together your disparate and incomplete legacy data sources into one centralized data warehouse.

Retail & Commercial

Retail & Commercial iconMeet the needs of all borrowers with the essential features and workflows that speak to their unique needs, including specialized approvals, securitization, or exception processes.