The Lending CRM for Digital, Automated Loan Origination

DigiFi's Lending CRM is a purpose-built system for modern lenders that want to embrace automation and includes open-API plus an intuitive web-based platform for managing the loan origination process.

Work Faster. Originate More Loans.

CRM Tools for Lenders

Consumer, Mortgage & SMB Lending

Automated Underwriting

Task & Activity Tracking

Document Management

Process Automation

The Productivity Platform For All Lenders

Our CRM for lenders powers digital transformation and helps financial services companies maintain world-class operations. It’s built for modern lenders that want to automate the intake of loan applications, respond with instant prequalified offers and streamline verification and funding. Our highly configurable platform works as a CRM for mortgage, consumer, small business and commercial loan origination.

Custom Online Lending Solutions for The Digital Era

Our CRM includes an open-API architecture that makes it easy to connect other systems or digital lending platforms, and DigiFi’s optional services include custom digital lending systems built just for you. Your company needs a digital lending solution as unique as you are - let's build a world-changing platform together!

End-to-End Loan Origination Features

DigiFi's Lending CRM saves you time and money, and can be used for customer relationship management, loan pre-qualification or as an end-to-end LOS. Our CRM software includes intuitive modern interfaces, automated underwriting tools, data integrations, verification, machine learning, document management, reporting, e-sign, task automation and customer management capabilities.

The Modern CRM Built
for Leading Lenders

Pipeline-driven workflow

Improve your loan officers' workflow with visual CRM software built to simplify their life, not add extra work

Everything in one place

Built-in reporting, document management, e-sign and email marketing tools eliminate work and ensure compliance

Multi-product capabilities

DigiFi is highly configurable and can be used as a mortgage CRM, consumer lending CRM and SMB lending CRM

Instant underwriting

Automatically underwrite new leads with API connections to our automated underwriting and machine learning tools

Bank-level security

DigiFi is SOC 2 compliant and our CRM for lending includes best-in-class security features for loan origination

Task & activity tracking

DigiFi enables seamless collaboration with built-in capabilities for creating, assigning and closing required tasks

Plans & Pricing


Best for small teams looking to control and automate the loan origination process



per month

Get Account

Cloud Hosting

5 Team Members

Technical Support (Email)

User Training

Web & API Access


Best for most lenders that are looking for a next-generation Lending CRM



per month

Get Account

Everything in Startup, plus:

20 Team Members

Technical Support (Phone)

Uptime Guarantee: 99.5%

Response Time Guarantee:
8 Business Hours


Best for large institutions that require exceptional support and SLAs



per month

Get Account

Everything in Business, plus:

50 Team Members

Uptime Guarantee 99.9%

Response Time Guarantee:
2 Business Hours

Dedicated Support Lead

Security & Compliance
Audit Support

Interested in custom plans and flexible hosting options for large enterprises?
Contact DigiFi for more information.

Lending CRM FAQ

How long does it take to launch?

Our CRM is available "out of the box" and can be easily configured to meet your specific loan process. The extensive configuration capabilities of the system, like a configurable data structure, allows our one system to be used for a wide variety of use cases, from originating an auto loan to mortgage business.

What products can DigiFi's platform be used for?

We serve the following common use-cases: Personal Loans, Credit Card, Indirect Auto Lending, Auto Refinance, HELOC, Non-QM Mortgage, Agency Mortgage, Small Business Loans, Small Business Lines of Credit, Invoice Factoring, Commercial and more.

Is on-premise or private hosting available?

Yes! Our standard offering is a multi-tenant SaaS platform, but large enterprises can Contact Us to discuss options like on-premise deployment solutions or our private hosting. Additional fees and charges may apply for these services.

What hosting provider does DigiFi use?

Our SaaS offering is hosted on Amazon Web Services (AWS). Our on-premise deployments can be on AWS, Microsoft Azure or Google Cloud Platform (certain restrictions apply).

Does DigiFi provide a single system of record?

Yes, our platform maintains the production data for your loan applications. We're SOC 2 compliant and our platform includes security features such as 2-factor authentication and data encryption.

Are DigiFi's Decision Engine and Machine Learning included?

Each product is sold separately but is available within the same platform once purchased. We offer packages to combine our products, and discounts are available as you do so. Please visit our Plans and Pricing page for more information.

Get Started Today

Schedule a call to learn more or start for free today