Automation and Workflows

Save time and improve business proceedures with workflow rules and automated loan processes.
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Leverage smart, rules-based workflows and automated loan management tasks to handle mundane business operations more consistently and efficiently.

Efficient workflow management is essential for optimizing processes and ensuring every crucial step is executed without oversight. In efficient loan management, streamlined workflow systems automate both front-end and back-end tasks, encompassing origination, restructuring, workout, foreclosure, repo, audit control, and bankruptcy procedures. By handling these tasks independently, valuable time is saved, and the risk of human error is minimized.

Vergent LMS offers customizable origination and servicing workflows designed to streamline loan application submission, credit approval, verification, and funding processes. Our platform also boasts a comprehensive array of built-in servicing features, leveraging advanced automation capabilities. All of this is accessible through a centralized, user-friendly module.

With Vergent LMS, ensure the accuracy of crucial data points like address, employment, income level, and bank information through our intuitive dashboard interface.


  • Streamlined automation of both front-end and back-end tasks.
  • Graphical user interface facilitating rules-based workflow definition.
  • Enhanced operational efficiency.
  • Improved accuracy in task execution.
  • Tailored customization to suit specific business requirements.
  • Comprehensive audit control for accountability.
  • Consistent validation of customer information through Workflow.
  • Flexibility to create diverse Workflow criteria to meet unique business needs.
  • Efficient management of underwriting requirements using Decision Engine capabilities.
  • A progressive transition towards fulfilling complete online loaning requirements.

What Our Clients Say

Love love love having Vergent's presence after a big release. Vergent LMS is what I use as an example of a true business partner. Seriously. I'm searching for a partner in another area and I use your behaviors as examples of what I expect. Thank you for setting the bar higher for everyone.

Jerald HornerCIO | TMX Finance Family of Companies

I have been in the lending industry for over 20 years and Vergent has the best storefront software by far. I have demoed every other loan management software out there and they don't come close to Vergent.

John KellerVice President/COO | Vulcan Lending I, LLC

Vergent has been a game-changer for our company. Truly cutting-edge technology, and their flexibility allows us to configure the software to fit our specific business needs.

Devin SmithCEO | DJS Enterprises

I have demoed and tried out many loan management programs before choosing Vergent LMS. Most systems were either outdated, difficult to scale, or did not fit our business processes right out of the box. Vergent LMS is always updating its software and is a leader in the lending space. Their sales and support staff are by far the best in the business. They are the friendliest people I have had the honor of working with.

Jorge UrbietaEVP/COO | SonAriz Financial

A Payment Collection System Built by Experts

The Vergent LMS provides purpose-built workflows tailored to accommodate a diverse range of functionalities. Navigate seamlessly through step-by-step processes, accompanied by a comprehensive audit trail, all complemented by integrated Decision Engine input for enhanced support.

Here are just a few areas where workflow is beneficial:

  • Loan Origination
  • Document Requirements
  • Welcome Calls (New Customers, Live Checks, & More)
  • Servicing Activity & Calls
  • Collections Activity & Calls
  • Self-Service Profile review/update (future development)
  • Repossession Process Flow (future development)
  • Daily Branch Closing Process (future development)

Advance Your Potential with a Software Designed for You

Intelligent Lending. Simplified.