1st Tribal Lending
Financial services
Automating construction-loan management for tribal lending
1st Tribal Lending replaced a manual construction-loan process with an Appivo app that vets contractors, validates documents against HUD 184 rules and flags fraud attempts.
- Documents checked against the rules automatically
- HUD 184
- Documents checked against the rules automatically
- Digital and wet signatures in one flow
- DocuSign
- Digital and wet signatures in one flow
- Project status shared by loan officers and contractors
- One view
- Project status shared by loan officers and contractors
- Messaging channel that cuts fraud risk
- Secure
- Messaging channel that cuts fraud risk
1st Tribal Lending's construction-loan program was slowed down by manual contractor vetting, inconsistent documentation and a growing number of fraud attempts. The manual process delayed funding and increased risk, and loan officers and management had no shared view of where each project stood.
Appivo built an app that enforces a standard process while leaving room for real-world exceptions. It validates data, integrates with DocuSign, generates compliance documents automatically and gives contractors and loan officers a shared view of every project. A secure messaging channel replaces email for sensitive steps, which reduces the risk of payment fraud.
What's in the solution
- Standard workflow with room for exceptions
- Automated data validation against HUD 184 regulations
- Project status tracking for every loan
- Secure communication portal
- Integrations for digital and wet signatures
- Secure document storage with audit trails
“Appivo built a web and mobile app for us that has greatly accelerated key business processes. The entire project was a great experience. We feel like we have a long-term tech partner in Appivo.”
Have a similar problem?
Tell us about the process you want to fix, and we'll tell you how we'd approach it.
