Upcoming Training

Compliance Concierge Loan

Manage all consumer, commercial and agricultural loan types – auto, home improvement, home equity, boat, mobile home, motorcycle, GBSA, SBSA, lines of credit and more – with one central system license: Compliance Concierge™ Loan! This thoughtfully designed module supports the complete life of the loan, from origination to boarding, and helps manage compliance requirements along the way.

With the option for automated consumer loan decision-making, based on your institution’s unique lending parameters and rate structure, Compliance Concierge™ provides convenience and efficiency for both the lender and the customer. Utilize up to 33 Bank Rules to develop a proprietary decisioning system for each individual consumer loan application – even modify those rules for each loan category. Compliance Concierge™ can determine interest rates automatically, using Risk-based Pricing rules set up exclusively for your institution.

Here are some of the ways Compliance Concierge™ Loan keeps each loan moving smoothly through the system:

  • Beneficial Ownership Compliant
  • TRID: software fields, calculations and documents are fully integrated into Compliance Concierge
  • Trusted FIPCO Forms Integration
  • Flexible Reporting: pre-defined standard reporting, plus custom reporting availability
  • Credit Bureau Interface: integration with three major credit bureaus
  • Relationship Tracking and Client CIF Record/Diary
  • Pre-defined and Custom Reports
  • Institution Parameter Control to maintain loan quality throughout
  • Income Property Analysis: develop a 10-year income property projection
  • Financial Spreadsheet Analysis: use this module’s built-in analysis engine to find out if the client’s company is financially sound enough to warrant loan approval

Utilize a variety of optional features to further empower your Compliance Concierge™  Loan platform:

  • Third Party Integration: seamless integration with third-party service providers, automatically incorporated into your Directed Screen Flow for maximum productivity.
  • Interface to Host: interface Compliance Concierge™  Loan to your host servicing system for downloading of CIF information and uploading of closed loans.
  • eSignature powered by DocuSign Capability

For a personal product demonstration, call 800-722-3498 option 5 or contact FIPCO Sales.