Loan Origination

Retail & Commercial Loans

One Integrated Solution

Request Personal Demo of Doxim Loan Origination

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

- TCU Financial Group

Retail & Commercial Loan Origination

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 of account screen with details of primary applicant showing

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.

Doxim product screenshot application screen
doxim product screenshot of 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.

Doxim Loan Origination Features

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360 Degree view of borrower

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

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Automated decision engine

Lenders 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.

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Built-in ECM functionality

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

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Business messaging

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

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Configurable solution

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

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CRM integration

Never miss a revenue opportunity. Document future lending needs uncovered during loan processing with the only loan origination system that integrates directly into a CRM.

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Enhanced financial view

Give 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.

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Intelligent form pre-population

Easily 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.

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Mobile paperless lending

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

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Multi-product loan applications

Increase wallet share while reducing costs by processing multiple connected loans within a single application and securing them all with common collateral.

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With 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.



Get a more complete and actionable view of your business by aggregating together your disparate and incomplete legacy data sources into one centralized data warehouse.

Icon: Retail & commercial

Retail & commercial

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