MTX Financial Services
Are you frustrated with the time and energy it takes to originate a loan through multiple
stakeholders and view your investments? Too much paperwork, steps and various
portals can make it difficult to quickly review, approve and manage the entire end-to-end
investment and loan processes from beginning to end.
Loan Origination and Underwriting Service Experts collaborated with MTX to create this
unique platform. We understand your challenges and are here to support you with an
in-depth and configurable process to make it easy for your customers to invest their
money, apply for loans and reduce your headaches - so you can get back to what
matters most.
Features and Benefits For Users
Investor and Agent
- Straight forward with a completely configurable investment journey.
- Access to view investment data at your fingertips through a visual dashboard and reports.
- Easy to use the electronic signature feature to sign the subscription document and close the deal directly within the portal.
Sponsors, Broker, Dealers, Investment Advisors
- Host your products and centralize all investments and contact information in one place.
- A 360 view of your investors to understand their financial outlook.
- Access to customer insights and trends through dashboards.
Loan Originators
- Process loans easily with complete transparency between the borrower and the underwriter - all in one place.
- Eliminate costly delays due to more manual paperwork and human error with automatic bank verification, background checks, fraud prevention, closing, and more.
- Easily detect fraud across documents, financial statements, applications, invoices, certificates, and more.
- AI-driven risk scoring of non-compliance probabilities to help investors focus on what’s needed the most.
- Make your decisions smart, precise and compliant. Services and applications to automate & improve decision-making processes.
- Manage, Govern, and Access data to achieve better outcomes faster with a continuously evolving rules engine and intuitive analytics.
- Increase compliance with a built-in due diligence task engine.
