Madison Loan Origination™

Madison Loan Origination and Madison Loan Origination for Brokers will increase the efficiency of your loan origination process with comprehensive production reports, productivity measures, loan document preparation, document storage, document templates and many more features. Eliminate redundant data entry. Share information with the entire production team. Let each team member see and update the information for their job.

Madison Loan Origination will let you manage originations through each step of the process, according to the origination steps you define. Enter initial marketing information about new prospects. Prepare information request letter, quotes, applications, and many more documents. Use your loan sizing and underwriting models, saving the results and the models in the System for future reference. Save financial statements, operating statements, appraisals, inspection reports, photographs and other documents in the System. Prepare loan committee presentations quickly and efficiently. With the Madison System™, you will have total control over the origination process from initial customer contact to loan closing and post closing.


Monitor Loan Production
Instantly create production 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.

Prepare Loan Committee Presentations
Prepare a comprehensive package of information for the loan committee quickly and efficiently. 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 customer, view their contact information, all their loans, and all their active tickler events. See all of your customer’s important information in one place. For each loan, view contact information for all the important contacts including borrowers, sponsors, guarantors, attorneys, property managers, and many more.

Access Document Templates
Store standard departmental templates in the System so that everyone may have access to the most up-to-date version.

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.

Loan Log
Log all your notes for each loan in a single location that can be shared by all members of the lending team.

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