Download the "Digital Origination" Checklist

April 25, 2025 — 3 min read

Written by

Jamie Burink

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Your financial institution stands to reap substantial rewards by capitalizing on improved conversions and reducing the costs of originating new loans. The availability of data and advanced analytics empowers your institution to make swifter and more accurate decisions, thereby enhancing risk assessment and enabling personalized offerings for clients, which can drive even more business.

In many cases, the technology you currently use (or the manual processes) to support your lending business is not up to it.

Summary

This whitepaper provides a comprehensive checklist covering each stage of retail lending origination. From onboarding and risk analysis to pricing, offer signing, and orchestration - the document outlines what modern digital flows should look like, what features are non-negotiable, and where to prioritize upgrades.

Explore how the "Digital Origination" checklist helps financial institutions modernize loan processes, boost efficiency, and enhance customer experiences.

A smooth loan origination process isn’t just a technical upgrade - it’s a business imperative. This checklist helps financial institutions identify inefficiencies, evaluate technology, and plan digitization efforts that lead to faster decisions and better customer experiences. By breaking down origination into structured building blocks, you can identify where to streamline, automate, and scale. Download the "Digital Origination" checklist and start fixing bottlenecks with confidence.