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 On-Demand Webinar 

Ditch Your Complex Spreadsheets! Streamline and Accelerate Your Commercial Loan Origination

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Speaker:

  • Shah Javed (Doxim, VP Product – CEM)

Webinar description:

The Doxim Commercial Loan Origination (CLOS) solution is purpose-built for Canadian credit unions to automate the financial analysis for commercial origination, simplify risk assessment and collaboration for underwriting, and streamline annual reviews—with customization for various sectors (real estate, agricultural, etc).

Key Takeaways:

Watch this webinar to learn how CLOS can transform your lending with:
  • Reduced Time-to-Fund: Intelligent form-fill, preconfigured covenants and robust financial analysis of businesses. Includes KYB, commercial Equifax and ownership/org structure.
  • Customized Commercial Financial Analysis: Digitize your commercial financial analysis, risk adjudication and debt servicing reviews. Includes projections, customizable utilities, commercial financials, balance sheet, income statement, cash flow analysis, projections and debt servicing reviews.
  • Annual Review & Operational Governance: The ability to store client data year over year with the ability to review benchmarks.
  • Data-Driven Decision-Making: Uncover the power of data analytics in commercial lending. See how our system equips credit unions with insightful data, enabling informed decision-making, portfolio analysis, and strategic planning for sustainable growth.
  • Integration Capabilities: Explore the interoperability of our system with retail lending and our digital business account lending solution. Understand how it seamlessly integrates with core banking systems, ensuring a smooth transition and minimal disruption to daily operations.

About Doxim:

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.

About Doxim:

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.

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