Proven Pricing, Prospecting & Workflow Management

PPE, CRM, Lead Management solution for bankers, brokers and loan officers.


Critical Loan Prospecting, Management and Workflow

LoanXEngine is a web-based software solution that offers combinations of product pricing eligibility (PPE), customer relationship management (CRM), lead management (LMS) and workflow. LoanXEngine creates a competitive advantage, allows loan officers, brokers and banks to win more business, increase volume, make more money per loan, eliminate pricing errors and improve conversion rates.

LoanXEngine supports organizations varying sizes and lender needs. We have offer a wide feature set, supporting different configurations from small broker shops to large banks. Product configuration includes set-ups specifically for retail, brokers, wholesale banking, online and traditional use.

All LoanXEngine configurations inlcude PPE, CRM and LMS features, but unused or undesired features can be easily turned off by modifying configuration settings. See features tab for significant detail, but Leading edge capabilities include:

  • Automated Eligibilty and Pricing (PPE)
  • Robust Customer Relationship Management (CRM)
  • Automated Lead Distribution and Management (LMS)
  • Rate Watch and Daily Rate Reports
  • Point in time, 'historic' pricing
  • Built in Lock Desk
  • Dialer, SMS and email integrations
  • Fully Managed Products and Pricing
  • Markups and Granular pricing controls
  • Seamless LoanBullet POS borrower portal integration
  • LOS and many other 3rd Party integration

Our software products are designed to raise companies to the next level and generate competitive advantages. Your satisfaction and success with LoanXEngine is our satisfaction and success.

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LoanXEngine and LoanBullet POS are built and supported in the USA.