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The Lending CRM for Digital, Automated Loan Origination

DigiFi’s lending CRM powers digital transformation and helps consumer, mortgage and commercial lenders 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.

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360-Degree Customer Management
For Any Credit Product, Anywhere

DigiFi's customer relationship management system optimizes your lending process with lead generation tools, 360-degree borrower insights and powerful capabilities for managing the origination process. Our CRM is purpose-built for lending and includes automated underwriting, data integrations, intermediary tracking and much more.

The platform includes everything that’s required to operate a best-in-class lending business, from digital and automation capabilities to credit and regulatory features. Our unparalleled flexibility lets you customize the data structure, application views, underwriting processes and borrower communications to optimize your workflow.

Easy Setup. Powerful Capabilities. Real-Time Collaboration.

DigiFi’s CRM lets lenders implement their own unique lead management and origination workflows, collaborate in the cloud with your team and nurture valuable long-term relationships with borrowers.

Set Up Your Credit Products and Workflow From Lead to Loan
DigiFi’s CRM puts your team in control of the entire lending process, from lead generation through funding. You can set the data structure, lending process, user permissions, application views, integrations and more.
The platform can be easily set up by non-technical users, with drag-and-drop interfaces and no-code building.
Collaborate With Your Team in Real-Time
DigiFi’s cloud-based CRM is built for modern lenders and it empowers high-performing teams to work together every step of the lending journey, from application intake and credit underwriting to verification and funding.
Our user interfaces are intuitive, easy to use and packed with powerful capabilities and collaboration features.
Build Better Relationships With a 360-degree view of Borrowers
We believe that lenders should strive to build lifetime relationships with borrowers, and DigiFi’s CRM helps you develop complete understanding of your customers and their history with your company.
Our platform manages leads, automates marketing, tracks borrower history and much more.

Modern Approach ToLending Technology

Unparalleled Flexibility

Get the best of both buying and building with the only platform that lets you customize the entire loan origination process, including data, products, layouts and much more.

Accessible Data

Unlike legacy systems that block your data and make it hard to access, DigiFi’s data extraction tools make it easy to export data for use in external analytical and modeling environments.

Accessible Data

Unlike legacy systems that block your data and make it hard to access, DigiFi’s data extraction tools make it easy to export data for use in external analytical and modeling environments.

Workflow Automation

Automation is a core component of DigiFi’s CRM for lending. We provide powerful out-of-the-box automation capabilities and build customer-specific automations upon request.

Powerful Integrations

From direct integrations with credit bureaus and data providers to built-in e-sign and bank widgets, we make it easy to work with the best technology vendors across the entire lending stack.

Bulletproof Reliability

We’re proud to run with 99.9%+ uptime and back this up with excellent SLAs and service guarantees. DigiFi is SOC2 certified and manages your data like it’s our own.

Rapid Improvement

DigiFi builds, tests and releases innovative new features every month to ensure that your lending technology is constantly adapting to rapidly changing customer demands.

Developer Friendly

We offer a flexible set of APIs and developer tools so that your team can easily connect other systems, extend platform functionality and integrate DigiFi into your existing environment.

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 flexible capabilities of the system, including a configurable data structure and lending workflow, makes our CRM the perfect choice for a wide variety of use cases, including consumer, auto, mortgage, small business and commercial lending.
Is On-Premise Or Private Hosting Available?
Yes! Our standard offering is a multi-tenant SaaS platform, but large enterprises can contact our sales team 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.
Is DigiFi's CRM Separate From Its Loan Origination System?
Our Lending CRM is contained within our LOS, so users of the CRM will have access to this entire product.
What Products Can DigiFi's CRM Be Used For?
Our Lending CRM provides unparalleled flexibility to 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 Lending and more.
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