North Shore’s industry-leading, commercial loan origination software tracks every aspect of a new loan, from lead through closing. Organizations can implement the Loan Origination System (LOS) as a stand-alone solution, or integrate it with other systems.
For a stand-alone implementation, lead information can flow in from a CRM tool on the front-end, and loan data can pass to another system or entity on the back-end after closing. Alternatively, organizations can integrate the LOS with the North Shore’s Asset & Portfolio Management module. This approach connects front-end origination with back-end portfolio management within the same system.
More Than Just Loan Origination Software
Beyond standard loan origination processes, the module supports a wide range of commercial real estate (CRE) credit and debt investments. It uses North Shore’s underlying Business Rules Engine (BRE), document preparation capabilities, APIs, and a customer-facing Portal to capture deal data and generate the outputs required by internal teams and external entities. As a result, lenders can manage deal information and related workflows within a connected origination process.
Please reach out via our contact form for more information on the North Shore Loan Origination System.
Pipeline/Workflow:
Users across different roles can monitor their in-baskets and workloads in list or graphical views.
Underwriting Scenarios:
Track quoting and sizing activity, then compare different deal scenarios side by side.
LOS Features in Action
Deal Dashboard:
View completed activities, outstanding tasks, and key deal information in one consolidated dashboard.
Features & Functions
- CRM Integration
- Customer/Broker Portal
- Workflow Automation & Pipeline Tracking
- Multiple Notes/ Properties/ Borrowers Per Deal
- Online Application
- Document Generation
- Excel integration and/or Integrated Underwriting
- Online Underwriting
- Automated Third-Party Feeds
- Loan and Borrower Rating
- Management Reporting
- Quote Tracking
- Contact Log
- Procedure & Document Checklists
- Committee Presentation
- Complete Closing & Accounting Functions
- Underwriting & Credit Policy Business Rules
Benefits
less time reconciling discrepancies between documents
reduction in time from in-closing to closed
increase in loan quality (& closed)
reduction in spreadsheet usage
decrease in loan cycle times