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At CloudMyBiz, we provide custom solutions through our proprietary frameworks, built natively on Salesforce, branded: Fundingo. The Fundingo Frameworks are an end-to-end solution for the Alternative Lending Industry. The streamlined process created by Fundingo lowers your overall costs and increases ROI.

The following is a listing of our Fundingo frameworks:

Origination:

Streamlined sales pipeline, loan applications process, and workflow automation.  

  • Lead Routing & Sales Management
  • Loan Application
  • Submissions Automation
  • Lender APIs
  • Commission Management
  • Renewals Management
  • Reports & Dashboards

Underwriting: 

Automated underwriting process. Make real-time decisions based on aggregated data and your customized pricing matrix.

  • Submissions Management
  • Verification & Stips Management
  • Pricing
  • Contracts
  • Integrations
  • ISO Management
  • Reports & Dashboards

Loan Servicing:

Easily service and manage your loan portfolio with ACH integrations, split payment processing, syndication and collections management, and real-time reporting.

  • Portfolio Management
  • Repayment & Fees Automation
  • ACH Integrations
  • Split Processing
  • Syndication Management
  • Collections Management
  • Performance Analytics

Decision Logic Integration:

Direct API with DecisionLogic to to verify a borrower’s identity, account number and balance, directly in Salesforce.

  • Review daily transactions
  • Real Time Access
  • Instant and accurate

LexisNexis Integration:

Direct API with LexisNexis Accurint Web Services for personal and business background searches.

  • SmartLinx Person and Business Reports
  • Purchase, store, and analyze reports
  • Streamline searches by leveraging Salesforce data

TLOxp Integration:

Direct API with the TLOxp Web Services for personal and business background searches.

  • Purchase Person and Business Reports directly from Salesforce
  • Purchase, store, and analyze reports
  • Streamline searches by leveraging Salesforce data

Experian Integration:

Direct API Integration between Salesforce and the Experian Net Connect

  • Purchase, store and analyze personal reports in Salesforce
  • Connect to one of the leaders in Credit Reporting
  • Enables clients to make better informed lending decisions

QuikTrak Integration:

Direct API integration with QuikTrak to order site inspections directly from Salesforce

  • One-click Ordering
  • Detailed Reports
  • Asset Verifications

NVMS Integration:

Direct API integration with NVMS to order site inspections directly from Salesforce

  • One-click Ordering
  • Detailed Reports
  • Asset Verifications

Datamerch Integration:

Direct API integration with the Datamerch Database to locate business account information directly from Salesforce

  • Community sources database to search for fraudulent merchants
  • Locate troubled accounts with limited data
  • Make better informed lending decisions with data from other trusted lenders

ACH Processor Integrations:

Integrations with the following ACH Processors:

  • ACH.com
  • ACHWorks
  • ACH Processing Company
  • Paysafe
  • Forte
  • Actum