Services

LendingStandardTM provides a commercial & complex lending origination/underwriting system supported by a world-class project management, training, and consulting organization. Our team provides product implementations, system audits, virtual admin support, business process consulting, and system integrations, all compliant with commercial lending best practices. We are committed to our client’s success.

Implementation

Out of the Box – Ensure a Seamless and Efficient Deployment

Our team of experienced experts will work efficiently with you to:

Guide your team through implementation project milestones from introduction to completion using proven implementation methods

Provide consultative training and guidance for your system admins to ensure you fully leverage the strength of the LendingStandard NextGen platform

Conduct project meetings and provide best practices for successful configuration, testing, training and production deployment

Guide your team through our short SaaS-based implementation process from kickoff to deployment.

Populate and organize data effortlessly, generating superior narrative documents and necessary forms.

Offer best-in-class post deployment support, including virtual “office hours” for early deployment

Project Delivery Cycle

Custom Implementations Available

  • Our experienced team can work with your team to develop an implementation plan that meets your unique goals and timeline
  • Our solutions team can work with you to support specific integrations or extracts you need to effectively run your business
  • A variety of training paths for end users is available so we can work with you to design the best strategy for your users

Custom Implementations Available

  • Our experienced team can work with your team to develop an implementation plan that meets your unique goals and timeline
  • Our solutions team can work with you to support specific integrations or extracts you need to effectively run your business
  • A variety of training paths for end users is available so we can work with you to design the best strategy for your users

LendingStandard Integrations

  • SalesForce

  • McCracken

  • SS&C PLM

  • Data Migration & Services

  • Custom Integrations

  • HubSpot

Our team of experts specializes in creating custom integrations designed to optimize operational efficiency and meet unique client needs. Leveraging deep industry knowledge and cutting-edge technology, we develop tailored solutions that seamlessly connect disparate systems, from CRM tools to accounting software. Our custom integrations allow for streamlined data flow, real-time analytics, and automated processes, enhancing decision-making and facilitating rapid, secure transactions. By fostering greater interoperability and flexibility, these bespoke solutions empower our clients to manage complex lending operations with unparalleled ease and accuracy.

PROCESS CONSULTING

Get Industry Leading Expertise

Solution Process Audits

  • HUD Multi-Family

  • GSE – Fannie Mae & Freddie Mac

  • Bank/Portfolio

Staff Augmentation

  • System Health Checks

  • Virtual Admin

  • Configuration Support Packages

SUPPORT

After implementation, we have a world class support team committed to your success!

  • Fully integrated 24/7 support and services infrastructure with best practice processes supported by HubSpot.
  • Support page and resources available to all clients with user guides, video tutorials, and live chat support.
  • Assigned Customer Success Manager (CSM) for each client – have constant access to a real person who gets to know your business and processes to support you better.
  • Customer Advocacy and focus – hold quarterly business reviews to stay ahead of issues and emerging needs.
  • User group sessions – several times a year, we connect our users together to share insights and learn from each other.
Marketing Consultant Expert
Alex

Platform Expert

Drive Loans with Automation

Customer Satisfaction Is The Cornerstone