Madison Loan Origination™ for Brokers
Madison
Loan Origination for Brokers is designed for commercial loan brokers
and mortgage bankers. It supports the origination of commercial loans, presentation
to investors, and management of loans through closing. All the features of
Madison Loan Origination are available. In addition, your investors
can log on to see loans in which they may invest, and the status of loans
that they have elected to fund. The System will increase your productivity
and provide unparalleled service to investors.
Madison Loan Broker will let you manage originations through each step of the process, according to the origination steps you define. Enter initial marketing information about new loans. Prepare information request letter, quotes, applications, and many more documents. Use your loan sizing and underwriting models, saving the results in the System for future reference. Store financial statements, operating statements, appraisals, inspection reports, photographs and other documents in the System. Prepare production reports and investor presentations quickly and efficiently.
Extensive Reporting
Instantly create easy to read production reports and investor reports that
show how loans are progressing through the origination process. Reports may
be shared online by all authorized personnel, printed or distributed by e-mail.
Investor Access
Allow your investors to log on to the system to see special sections designed
just for them. They can see loans that you have "Posted" as available
for investment, and other sections that display the current status of loans
they have elected to fund. Investor access can be read-only, or you can permit
them to enter data in selected sections. Investors can view and print the
reports to which you have given them access.
Investor Presentations
Quickly and efficiently prepare a comprehensive package of information for
investors. Avoid redundant data entry by using information already in the
System.
Prepare Loan Documents and Letters
Prepare loan documents and customer letters automatically by using information
previously entered in the database. Avoid the need to enter the same information
multiple times in many documents.
Share Loan Origination Checklists
Create loan origination checklists of required origination documents and tasks,
and let the whole team see what is complete and what is pending. No need to
track people down by e-mail or phone to get up-to-date on a loan’s status.
Measure Origination Productivity
Measure the time require to originate each loan. Eliminate bottlenecks by
identifying loans that are taking too long to process. Monitor why loans were
lost so you can quickly respond to changing market conditions.
Excel Worksheet Integration
Easily export data from the Madison System to Excel models where you can perform
your own customized analysis. Import the results of the Excel analysis into
the System, and then store the spreadsheet for future reference.
Relationship Management
For each borrower or investor, view their contact information and all their
loans. See all of your customer’s important information in one place.
For each loan, view contact information for all the important contacts including
investors, borrowers, sponsors, guarantors, attorneys, property managers,
and many more.
Monitor Loan Policy Exceptions
Identify and report on all loan policy exceptions according to the client-defined
list of policy exception types.
Save Documents in the Database
Store any electronic loan origination file in the System such as Excel, Word,
PDF, photos and maps. Avoid the need for a separate document management system
to store inspection reports, collateral photographs, underwriting analysis,
letters, applications, collateral valuations, and many other documents.
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