Software System RFP for Mortgage Software - Account & Loan Origination Software

Loan Origination Software RFP (1,729 criteria) Updated September, 2011
- Save Weeks, even Months, of Time When Preparing Your RFP
- includes a matching Vendor RFP Response Comparison & Evaluation Toolkit
- Save Even More Time When Evaluating Vendor RFP Responses!

Use this easily customized Loan Origination Software RFP Master^™ template with 1,729 highly quantitative & succinct criteria which includes new compliance for Uniform Loan Delivery Dataset (ULDD) & Dodd-Frank Act to quickly prepare an RFP that truly reflects the needs of a specific broker, bank, credit union or loan company. This LOS software RFP includes criteria for Software-as-a-Service (SaaS), Cloud, and traditional on-premise server-based computing, and targets all lines of business such as standard mortgages, HELOCs, etc.. All with a 30 Day Money-Back Guarantee!
Download a Free RFP SAMPLE at the bottom of this page.

Enjoy fast, accurate, and detailed "Apples-to-Apples" comparison of competing vendor RFP responses (proposals) at the individual feature level. Obtain vendor proposals in a consistent, easily compared and evaluated format by using this RFP template with its built-in, automated vendor input validation. Comparisons can be made in both detail and graphical forms.

All competing vendor proposals can be inserted into the Evaluation Matrix, included with all RFP Masters, to analyze, evaluate, and compare the functional capabilities of each proposaed LOS software system, and identifies which LOS system best meets the complex requirements of a specific organization. Unlike an RFP that provides just one overall numerical score, this RFP Master calculates both a Weighted Grade Score and Supportability Score based on very easy user-defined criteria weighting.

Ready-to-Use with over 1,729 Criteria for:

Inquiry Management

Account Management

Loan Origination

Affordability Analysis

Document Management

Customer Service

Prequalification

Loan Profitability

Status Letters

Application Processing

Workflow Processing

Customer Relations

Full Audit Trail

Regulatory Compliance

and Much More!

Partial Criteria Category List

This RFP enables you to immediately querying vendors about all aspects of Account and Loan Origination software. Just a PARTIAL list of the features and functions addrssed by this RFP is shown below:

INCLUDED with this RFP Master^™ is a full set of Vendor RFP Response (Proposal) Evaluation functions that enable extremely accurate and precise evaluation of vendor account & loan origination proposals. All evaluation functions can be tailored to utilize your organization's actual business priorities and operate at the detail feature level.

IDENTIFY the STRENGTHS & WEAKNESSES of PROPOSED by using the COLOR-CODED Side-by-Side comparisons to accurately compare competing vendor proposals at the detail requirements level.
IDENTIFY the BEST SOLUTION BASED ON YOUR ACTUAL PRIORITIES by using customizable WEIGHTED GRADE Scoring to determine the SUITABILITY of proposed account & loan origination software features and functions to your arganization's needs.
KEEP YOUR PROJECT ON-SCHEDULE. Identify the DELIVERY METHODS to be used in each vendor proposal through the use of responses designed specifically for account & loan origination software and high-technology products. Use the FEATURE SUPPORT MATRIX^™ (FSM) to identify potential problems inherent in a proposed delivery method or schedule.
MAXIMIZE ROI and minimize RISK. Use the RISK ASSESSMENT^™ features of the Feature Support Matrix^™ (FSM) to identify the Risk inherent in any delivery schedule, and enjoy better project management through Earned Value Management (EVM) techniques.
Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
DOWNLOAD a FREE SAMPLE RFP HERE! This live working RFP sample has been ZIPPED for fast download. Although not required, we recommend you SAVE it to your hard drive, then UNZIP the RFP, prior to use.
Purchase and download the full Loan Origination Software (LOS) RFP Master by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.

RFP Master for Loan Origination Software includes new compliance for Uniform Loan Delivery Dataset & Dodd-Frank Act - $449.00 US
If you have questions, please Contact Us
RFP Master for Loan Origination Software and User Survey - $548.00 US

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Inquiry Management	Account Management	Loan Origination
Affordability Analysis	Document Management	Customer Service
Prequalification	Loan Profitability	Status Letters
Application Processing	Workflow Processing	Customer Relations
Full Audit Trail	Regulatory Compliance	and Much More!

Loan Origination Software

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