Selecting the best...

Loan Origination Software

Use this UNBIASED loan origination software (LOS) system RFP and vendor response evaluation tools to:

Save Many Weeks of Time

Evaluate Vendor Proposals

Enjoy Faster Implementation

Realize Maximum ROI

Select the RIGHT LOS software!

View RFP Functions

View RFP Criteria

Evaluation Tools

Loan Origination Software RFP - (1,708 criteria)

Use this easily customized Loan Origination Software RFP Master^™ template with 1,708 highly quantitative & succinct criteria 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.. Download a Free DEMO 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 1,708 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.

You may download a Demo version of this RFP using the link below, or purchase the full loan origination software RFP Master by clicking the "Add to Cart" button below to use our secure online order form.

---

RFP Master for Loan Origination Software -                   $429.00 US      
   If you have questions, please Contact Us               DOWNLOAD DEMO HERE!                (Secure Checkout)

---

RFP Master for Loan Origination Software and User Survey - $528.00 US      

---