Enjoy fast and successful Loan Origination Software (LOS) system evaluation, selection, and implementation!
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Loan Origination Software RFP / Requirements Checklist

Use this RFP containing 2,557 LOS Software Selection Criteria for quantitatively querying vendors about all aspects of their software, including:

  • CFPB Compliance
  • Dodd-Frank Compliance
  • ULDD Compliance
  • HMDA (Oct. 15th, 2015)
  • Ability to Repay
  • Qualified Mortgages
  • Remittance Transfer Rule
  • 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 Many Others!
  • to Save Weeks, even Months, of Time When Selecting LOS Software.

    This easily customized Loan Origination Software RFP Master template includes new compliance issues for the CFPB, Uniform Loan Delivery Dataset (ULDD), and Dodd-Frank Act. This enables you 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..

    Comprehensive LOS Software Selection Guide

    Included with each RFP are comprehensive vendor response evaluation and selection tools for performing

  • Vendor LOS RFP Response Comparison, Evaluation, & Selection Toolkit
  • Evaluating LOS software using Weighted Score, Financial Ratios, Supportability, & Risk.

    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 Loan Origination Software 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 Loan Origination Software 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.

    Summary Level LOS Criteria Category List

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

    Account RFP

    account & loan origination system evaluation   INCLUDED with this Loan Origination Software RFP Master is a full set of Vendor RFP Response (Proposal) Evaluation Guide functions that enable extremely accurate and precise evaluation of account & loan origination proposals.  All software evaluation and selection functions can be tailored to utilize your organization's actual business priorities and operate at the detail feature level. For more information on these Loan Origination Software RFP response evaluation & comparison tools Click Here!

    30 Day Money-Back Guarantee!
    No Questions Asked!

    Purchase and download the full Loan Origination Software (LOS) RFP Master / Requirements Checklist by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.

    RFP Master for Loan Origination Software includes ALL new compliance requirements mandated by the CFPB, Dodd-Frank Act, TRID, HMDA, HOEPA, Uniform Loan Delivery Dataset & others -

    $449.00 US        (Secure Checkout)

     If you have questions, please Contact Us!

    RFP Master for Loan Origination Software with User Survey -
    $548.00 US         (Secure Checkout)

    View more information about the User Survey here.

    You might be looking for Mortgage Point-of-Sale (POS) RFP.

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