About Lendstream

Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, product and interest rate matching, document management, loan servicing, loan sales, investor portfolio servicing, reporting and analysis.

The Lendstream platform enables lenders to manage leads from multiple sources, analyze borrower profiles for pre-approval, maintain compliance documentation, disburse loans in tranches (construction), automate payment collection, and schedule task-lists for each employee. Managers can categorize borrowers, maintain communication records, prepare surveys, and collect customer feedback. Plus, supervisors can create and assign tasks to employees, measure performance, and track deadlines.

Lendstream comes with REST APIs, enabling users to build web applications for integration with partners and access detailed bank statements, verified income and credit reports. Teams can collect and store loan package documents in a centralized database, and manage templates for agreements, SMS, and emails. Lendstream can be scaled to function across multiple countries and regions.

Key benefits of Lendstream

Have one integrated loan management software in short and predictable time-frame with clear install & support costs.
Use web and mobile applications for fast customer on-boarding.
Collect more pre-qualified leads with automated customer identification and pre-screening functions.
Use process driver for daily tasks and reminders - get your To-Do list into your e-mail each morning.
Use secondary marketing option to sell loan portfolio and reinvest funds into business growth.

Devices

Business size

S M L

Markets

United States, United Kingdom, Germany

Supported Languages

English, Russian

Images

Menu window, Operations section (customized to requirements of mortgage lender).
Lead window, with borrowers info obtained during automated on-boarding process. Could be filled manually, short questionnaire for quick customer profile available.
Loan list window. One-click options to view amortization schedule, contact info, loan conditions, loan performance, collateral info and etc.
Messaging to late clients window. Batch messaging from predefined list available. Message templates from MS Word files.
Report explorer window. Report list, report categories (favorites, production, management, outside reporting and etc.) available.
Fast search options: by borrower, by loan number, by transaction.
Loan sale/pledge engagement window.
View 8 more
Lendstream screenshot: Menu window, Operations section (customized to requirements of mortgage lender). Lendstream screenshot: Lead window, with borrowers info obtained during automated on-boarding process. Could be filled manually, short questionnaire for quick customer profile available. Lendstream screenshot: Loan list window. One-click options to view amortization schedule, contact info, loan conditions, loan performance, collateral info and etc. Lendstream screenshot: Messaging to late clients window. Batch messaging from predefined list available. Message templates from MS Word files. Lendstream screenshot: Report explorer window. Report list, report categories (favorites, production, management, outside reporting and etc.) available. Lendstream screenshot: Fast search options: by borrower, by loan number, by transaction. Lendstream screenshot: Loan sale/pledge engagement window.

Features

Total features of Lendstream: 37

  • API
  • Accounting Management
  • Capacity Management
  • Channel Management
  • Collections Management
  • Commission Calculations
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Data Import/Export
  • Discount Management
  • Document Management
  • Email Marketing Management
  • Email Notifications
  • Invoice Processing
  • Lead Generation
  • Lead Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Language
  • Pipeline Management
  • Promotions Management
  • Real Time Analytics
  • Real Time Reporting
  • Referral Source Tracking
  • Risk Assessment
  • Role-Based Permissions
  • Survey Management
  • Task Management
  • Task Scheduling
  • Third Party Integration
  • To-Do List
  • Trend Analysis
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(3)
Value for Money
5/5
Features
4,7/5
Ease of Use
4,3/5
Customer Support
4,7/5

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Showing 5 reviews of 3
Anita Z.
Overall rating
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

User Friendly Software

Reviewed on 2019/12/18

From my experience it is a user friendly software that can be quickly mastered and can very well...

From my experience it is a user friendly software that can be quickly mastered and can very well support both loan origination, loan service and more. Based on the available data, it can be used to generate a vast variety of different reports about existing client database and general tendencies. I must say that I miss the times when I was using this software at work.

Pros

I used this software in my previous working place for mortgage loan origination purposes. After the customer data were input into the system, the software created its conclusion and analyses depending on the criteria and requirements provided into the system. The programme provided results for compliance to the required lending criteria immediately, and it was able to generate different kinds of reports for various periods of time that were clear to understand, the information on them was easy to follow. In addition, each user could have access to different reports depending on their job role, and reports were available in different formats (pdf, excel) and in several languages (I used English, Latvian, Russian). The company could ask the software administrators to change the criteria set up according to the business requirements. This software was used for loan portfolio pledge as well.

Cons

There was time needed to enter all required criteria, but as a user I did not experience any difficulties, because the entered information could be saved even if the application was not fully finished and one could return to it any time. I believe the biggest challenge is to decide what data to collect, but the good thing is that the software allows to supplement the criteria and the information when required, only I cannot comment on the administrative part of how easy that is, I only know that everything that was required was done.

William S.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Lendstream Review by DMC

Reviewed on 2020/09/10

Very satisfied, the technology and people are very easy to work with and continuously improve our...

Very satisfied, the technology and people are very easy to work with and continuously improve our environment.

Pros

The software allows for excellent customer service as vital customer data is sourced and calculated in real time improving the customer experience and reducing cycle times and saving us a lot of money.

Cons

The core system is very detailed with tables and rules that require reference materials.

Jonas G.
Overall rating
  • Industry: Banking
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great product for loan origination

Reviewed on 2020/01/31

Great program and great development and support team!

Great program and great development and support team!

Pros

I was one of the first Lendstream users and at the same time was like an intermediary between business management system users and development team. Many years later I can state with assurance that all new functionalities and modules has been added to the system in response to a real needs of front and back-office personnel, borrowers, affiliates and investors. Every tick-box, button, row or column has been added after many YES from different users. Lendstream is the true production software. Great team which supports the product.

Cons

Complexity, but on the other hand lending business is not a trivial one, but once the system is set up it runs very smoothly

Lendstream FAQs

Below are some frequently asked questions for Lendstream.

Lendstream offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Lendstream for pricing details

Lendstream offers the following features:

  • Accounting Management
  • Collections Management
  • Compliance Management
  • Contact Management
  • Customer Database
  • Document Management
  • Email Marketing
  • Lead Management
  • Marketing Management
  • Multi-Company
  • Pipeline Management

Lendstream has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Lendstream supports the following languages:

English, Russian

We do not have any information about what devices Lendstream supports

Lendstream integrates with the following applications:

Microsoft 365

Lendstream offers the following support options:

Phone Support, Online Support, FAQs, Video Tutorials

Related categories

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