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- Loan Origination System
- Get started
Get Loan Origination System running in four steps.
Start with one operating scope and rehearse an instruction through confirmed provider outcome.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Loan Origination System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Loan Origination System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure Loan Origination System for your business. Choose the organization and the people who prepare, independently review and audit its banking instructions. Connect their user identities to team membership before assigning work.
Prepare the first operating cycle
Bring an eligible counterparty, a provider-held account, a dated instruction and its supporting documents. Agree which provider system receives the instruction and which source supplies confirmations and account movements. Map the provider identifiers and rehearse a delayed response as well as a confirmed one.
Review before release
Have a Credit Officer prepare the instruction and an Independent Credit Approver decide on its current revision. Check the provider identity, verify confirmation evidence, match the movement and ask the Auditor to retrace the operation receipt. Resolve scope and access issues before the team relies on the live connection.
Set up Loan Origination System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.