Quotes
Turn enquiries into opportunities
Capture loan amounts, rates, terms, security details and fees in one place, then generate preliminary quotes and progress viable deals without starting again from scratch.
Quotes & Applications
Control the full loan lifecycle.
Bring quotes, applications and settlement workflows together with loan origination software built around the way your lending business operates.
Book A Demo of Infuse's quotes and application softwareOne connected path from opportunity to settlement.
Capture a potential deal once, then keep the information moving as it progresses through quoting, application and settlement into a live borrower account.
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Applications
Build structure into every application
Move approved quotes into a defined application workflow, capturing borrower and guarantor details, security information, documents and approval requirements along the way.
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Settlement Workflows
Create a clear path to settlement
Configure the steps your team needs to complete before settlement, replacing scattered checklists and email chains with a consistent process.
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Loan Accounts
Keep the complete loan record together
Once a loan is live, keep borrower details, transaction ledgers, notes and documents connected in one central account.
From Quote to Settlement
Enter it once. Keep it moving.
Information captured at the beginning of a deal can flow through the loan origination process, reducing repeated data entry and helping maintain a consistent record from initial enquiry to active account.
Start with the deal
Capture the initial enquiry and key loan parameters, including amounts, rates, terms, fees and other basic details.
Put the opportunity into shape
Generate a preliminary quote for review and progress viable opportunities into the application process.
Work through the requirements
Move the deal through your configured application workflow, bringing together borrower details, guarantors, security information, documentation and approvals.
Turn the application into an account
Complete the required settlement steps and carry the information through into the live loan account, ready for ongoing servicing.
Less chasing. Less re-keying. More control.
Replace the spreadsheets, workarounds and disconnected processes surrounding loan origination with a more structured way to move deals towards settlement.
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Keep opportunities moving
Carry information forward as a deal progresses rather than repeatedly capturing the same details at each stage.
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Give every application a clear path
Build your requirements into a repeatable process so your team knows what needs to happen before a loan can progress.
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Know where every deal stands
Keep the information and activity surrounding each quote and application together, making it easier to see what has been completed and what still needs attention.
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Keep the record connected
Maintain quote, application and borrower account information within the same system instead of spreading it across spreadsheets, inboxes and separate tools.
FAQs
More on quotes and application software.
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Loan origination software helps lenders manage the process of taking a potential loan from initial enquiry through quoting, application, approval and settlement. Infuse moves this information through the process without relying on separate spreadsheets and systems.
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Your team can capture the initial deal parameters, generate a quote and progress the opportunity into a structured application workflow. Information captured earlier in the process can then carry forward as the loan moves towards settlement and account creation.
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Yes. Application and settlement workflows can be configured around the lender's own operational requirements, creating a defined process for capturing borrower and guarantor details, security information, documents and approval requirements.
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The information captured throughout the quote and application process can be carried through to create the live loan account, providing the foundation for ongoing loan servicing within Infuse.
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Borrower accounts bring together information associated with the active loan, including borrower details, transaction ledgers, notes and documents, giving your team a central place to access the loan record.
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Infuse is designed for lenders managing their lending operations in-house, including non-bank lenders, private credit funds, private mortgage funds and commercial lenders.
