Skip to main content

SaM Solutions Releases Enhanced Pipeline Features
Mar 15, 2011

SaM Solutions US has enhanced the pipeline functionality within its Engage loan origination and processing system. The new functionality is designed to ensure that community banks, brokers, credit unions and midsized banks can monitor their pipelines easily and have at their fingertips all the information they need to do business. “We wanted to provide the client with the ability to track loan-lock expiration dates, perform some analytics and provide the expected underwriting decision date,” said Aaron Cope, Director of Business Development for SaM Solutions. “Our development team created a powerful, system that no one else offers – or at least not in the same way that we do.” Engage is a three-component web-based platform that handles all loan related activities. ►Engage Loan Origination System: A solution for origination and processing mortgages, covering the origination process from the application to approval and funding. ►Engage User and Client Management: Helps users manage the system, including creating new accounts, granting permission to view activity reports and establishing a permissions policy. In fact, administrators are able to define access levels through an application that walks them through each step of the process. ►Engage Business Rules Engine: The heart of the platform provides an intuitive, powerful method for setting up business practices such as origination and underwriting guidelines, price and rate adjustments, and default loan fees separately by client, state and product. Each product option can be set up in the rules engine. “We designed Engage to be adaptable and that meant that we made it easy to customize and inexpensive to do so—and the pipeline piece is designed with those goals in mind as well,” said Cope. SaM Solutions has more than 15 years of experience building, releasing and maintaining software solutions for the mortgage and financial industries.
Mar 15, 2011
More from
Fourth Capital Bank Offers Rocket's Digital Home Loan Process

Q2 announces Fourth Capital as first bank to integrate its mobile app and Rocket Mortgage.

Jan 31, 2023
Zillow Debuts AI-Powered 'Natural Language' Search

Home shoppers can just describe their ideal home to begin a search.

Jan 27, 2023
Former Rocket Mortgage Exec Named CEO of QC Ally

Formerly the chief marketing officer, Nicole Booth steps up to lead the company.

Jan 24, 2023
Fintech Splitero Secures $11.7M In Series A Funding Round

Home equity solutions firm also announces expansion into Oregon and Utah.

Jan 20, 2023
BMO Offering E-Closing For Refis

Offered only on loans secured by property in U.S. states & counties that allow it.

Jan 18, 2023
How Voice Technology Influences What We Reveal About Ourselves

Information disclosure in the era of voice technology

Jan 02, 2023