CreditWorx Investment Loan Solutions

A complete investment and RRSP financing solution to help improve your bottom line.

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CreditWorx™ is a best-in-class investment and RRSP loan origination system used by leading Canadian financial institutions to provide their financial advisor networks with a quick and easy-to-use tool to create loan applications, receive instant credit decisions, and generate compliant loan documents. CreditWorx enables investment advisors to provide their clients with immediate access to funds in order

The CreditWorx Advantage

• CreditWorx is Web-based, which means it can be accessed anywhere, anytime – at the office or in the client’s living room.
• With CreditWorx on-line decisioning, an advisor can close the sale more quickly. Instant credit decisions enable the client to make an investment decision without delay.
• Term loan or line of credit capabilities represent a comprehensive suite of options that can be offered to the client.
• On-line loan applications and comprehensive status tracking features provide powerful tools to keep the advisor informed.
• CreditWorx supports multiple credit scorecards and automated risk-based pricing capabilities.
• Full integration with all credit bureaus for real-time credit report retrieval.
• Meet your aggressive time-to-market targets since technology and implementation costs are minimal.

CreditWorx supports:

• Regular and catch-up RSP loans
• Transfer loans
• Re-advances
• Fixed and variable rate products
• Multiple payment frequencies
• Customizable asset classes and loan proceeds
• First payment deferral
• Post-dated funding
• Margin and no-margin products
• Capture purchase and pledged fund details
• Channel hierarchy
• Commission calculations
• Bilingual interface and documentation

Web based, end-to-end credit solutions

CreditWorx technology is an advanced and comprehensive browser-based credit origination and processing system specifically designed for financial institutions, including banks, credit unions, and finance companies.

Metavante's solutions effectively combine business process strategies, hardware, software, communications, and back-office lender support. As a result, we standardize technologies and functional analytics, simplify interface requirements, and reduce distribution delivery costs through all channels of distribution.

Metavante Lending Solutions also takes responsibility for maintaining lender products and pricing throughout these channels. This innovative combination has resulted in a truly unique set of products and services that allow our clients to quickly expand distribution channels, compete more effectively, and increase profits.

Whether you're marketing through the loan officer, telemarketer, or broker, or directly to the consumer, you can count on Metavante Lending Solutions to put lending technology to work for you.