Software Implementation for Lenders

Enjoy the benefit of a dedicated onboarding team that’s with you every step of the way.
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Our dedicated implementation team allows you to focus on success.

After you have met with our Sales team, our Onboarding and Implementation team will transition you into the multi-step implementation process. We have an expert implementation team dedicated to setting up your training environment and configuring the loan management system to meet your unique business requirements. With extensive experience in setting up loan models and integrating third-party service providers, our team not only works efficiently to get you up and running, but they are available for you every step of the way. You can count on our team to remain in constant communication with you throughout the entire process so you can focus on the business of lending.

Phase 1: Setup & Configurations

We establish the training environment and collaborate closely with each lender to meticulously fine-tune configurations as they commence testing.

Phase 2: Training

Under the guidance of our Director of Training and Implementation or a Subject Matter Expert (SME), lenders and/or their team receive comprehensive training on system usage, including testing procedures and integration with third-party platforms.

Phase 3: Testing & Verification

Each lender plays a pivotal role in validating the accuracy and integrity of the setup within the LMS Training environment before it progresses to Production and Go Live. The client then verifies the setup’s readiness for deployment.

Phase 4: Move to Production

In the Production environment, the lender is given autonomy to refine configurations based on their verified setup. Prior to Go Live, they meticulously review and approve the setup, covering all essential aspects. After Go Live, ongoing support transitions seamlessly to our dedicated support team.

Setup & Training Session Topics

While every setup is tailored to each lender’s unique requirements, our training sessions typically encompass essential topics such as:

  • Loan Model, Fee Configuration, & Origination
  • Admin, Security Groups, & General LMS Navigation
  • Customer Portal, Loan Application, & Workflow
  • Partner Setup, Retail/Dealer Portal, & Workflow
  • ACH Processing
  • Card Processing
  • E-Sign, Document Review, & Testing
  • Third-Party Application & Additional Training

Go Live Plan

When the lender’s team is prepared for the Go Live phase, we initiate a comprehensive plan to ensure a seamless transition:

  • Go Live Kickoff
  • Go Live Command Center
  • Go Live Check-Ins
  • Vergent Support Hand Off
  • Post Go Live Retrospective

Our Implementation Team is steadfast in its commitment to guiding our lender clients through the implementation journey, empowering their operations with the transformative capabilities of Vergent LMS.

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

Advance Your Potential with a Software Designed for You

Intelligent Lending. Simplified.