Loan Origination System
Document Management
DigiFi’s document management lets your team upload files, generate documents from templates, trigger e-sign processes and securely request files from borrowers, while making it easy to view document information.
Document Management

Digital Documents Delivered

Simplify and automate your processes with a full suite of document management tools.

Completely Embedded Icon
Completely Embedded
DigiFi includes end-to-end document management capabilities to upload, view, create and request files from customers.
Easily Organized Icon
Easily Organized
Keep your application documents organized with customizable folders, a drag-and-drop interface, search tools and filter options.
Automated Creation Icon
Automated Creation
Dynamically fill your own document templates with application data for fast, easy and consistent document generation.
Utilize E-Signatures Icon
Utilize E-Signatures
The platform includes built-in integrations with e-signature providers to allow you to initiate e-sign processes.
Document Management Screenshot

View Documents, Generate Files & Request Uploads

Digitize your loan documents and embrace automation with DigiFi.

Organize All Of Your Application Documents
Store your application documents directly within DigiFi, organize documents in folders securely view files without downloading them.
Generate Documents Using Templates
Your document templates can be automatically populated with application data to instantly create loan agreements, compliance documents and other files.
Request Secure Customer Uploads
Borrowers can provide additional documents through a secure, fully-branded document upload portal that you can send them a link to from the platform.

Trusted By Leading Global Lenders

DigiFi is used by a community of forward-thinking lenders that combine the benefits of customization with the speed of a pre-built platform.

Mariner Finance LLC Logo
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO Avatar
Joel Karczewski, CTO
Mariner Finance LLC
Greenwave Finance Logo
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO Avatar
Dave Sewell, CRO
Greenwave Finance
Zippy Logo
Home Loans
“With DigiFi’s internal resources, knowledge of the industry and flexible platform we were able to quickly turn our ideas into a reality.”
Ben Halliday, CEO Avatar
Ben Halliday, CEO
Zippy
Stealth Mode (NDA) Logo
Small Business Line of Credit
“Our pilot has launched and our first customers already have loans, which is exciting. Everything is good with DigiFi so far!”
Product Manager Avatar
Product Manager
Stealth Mode (NDA)
Mullbry Logo
Home Loans
“DigiFi is one of our competitive advantages over similar lenders. Thank you so much for creating an awesome system that is so flexible.”
Hale Shaw, CEO Avatar
Hale Shaw, CEO
Mullbry
Community 1st Credit Union Logo
Personal Loans
“We’ve been impressed by DigiFi’s ability to meet our standards and help us deliver a customized solar loan origination system.”
Rebecca Riker, VP of Member Experience Avatar
Rebecca Riker, VP of Member Experience
Community 1st Credit Union
Mariner Finance LLC Logo
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO Avatar
Joel Karczewski, CTO
Mariner Finance LLC
Greenwave Finance Logo
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO Avatar
Dave Sewell, CRO
Greenwave Finance
Zippy Logo
Home Loans
“With DigiFi’s internal resources, knowledge of the industry and flexible platform we were able to quickly turn our ideas into a reality.”
Ben Halliday, CEO Avatar
Ben Halliday, CEO
Zippy
Stealth Mode (NDA) Logo
Small Business Line of Credit
“Our pilot has launched and our first customers already have loans, which is exciting. Everything is good with DigiFi so far!”
Product Manager Avatar
Product Manager
Stealth Mode (NDA)
Mullbry Logo
Home Loans
“DigiFi is one of our competitive advantages over similar lenders. Thank you so much for creating an awesome system that is so flexible.”
Hale Shaw, CEO Avatar
Hale Shaw, CEO
Mullbry
Community 1st Credit Union Logo
Personal Loans
“We’ve been impressed by DigiFi’s ability to meet our standards and help us deliver a customized solar loan origination system.”
Rebecca Riker, VP of Member Experience Avatar
Rebecca Riker, VP of Member Experience
Community 1st Credit Union
Mariner Finance LLC Logo
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO Avatar
Joel Karczewski, CTO
Mariner Finance LLC
Greenwave Finance Logo
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO Avatar
Dave Sewell, CRO
Greenwave Finance
Zippy Logo
Home Loans
“With DigiFi’s internal resources, knowledge of the industry and flexible platform we were able to quickly turn our ideas into a reality.”
Ben Halliday, CEO Avatar
Ben Halliday, CEO
Zippy
Stealth Mode (NDA) Logo
Small Business Line of Credit
“Our pilot has launched and our first customers already have loans, which is exciting. Everything is good with DigiFi so far!”
Product Manager Avatar
Product Manager
Stealth Mode (NDA)
Mullbry Logo
Home Loans
“DigiFi is one of our competitive advantages over similar lenders. Thank you so much for creating an awesome system that is so flexible.”
Hale Shaw, CEO Avatar
Hale Shaw, CEO
Mullbry
Community 1st Credit Union Logo
Personal Loans
“We’ve been impressed by DigiFi’s ability to meet our standards and help us deliver a customized solar loan origination system.”
Rebecca Riker, VP of Member Experience Avatar
Rebecca Riker, VP of Member Experience
Community 1st Credit Union
Mariner Finance LLC Logo
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO Avatar
Joel Karczewski, CTO
Mariner Finance LLC
Greenwave Finance Logo
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO Avatar
Dave Sewell, CRO
Greenwave Finance
Zippy Logo
Home Loans
“With DigiFi’s internal resources, knowledge of the industry and flexible platform we were able to quickly turn our ideas into a reality.”
Ben Halliday, CEO Avatar
Ben Halliday, CEO
Zippy
Stealth Mode (NDA) Logo
Small Business Line of Credit
“Our pilot has launched and our first customers already have loans, which is exciting. Everything is good with DigiFi so far!”
Product Manager Avatar
Product Manager
Stealth Mode (NDA)
Mullbry Logo
Home Loans
“DigiFi is one of our competitive advantages over similar lenders. Thank you so much for creating an awesome system that is so flexible.”
Hale Shaw, CEO Avatar
Hale Shaw, CEO
Mullbry
Community 1st Credit Union Logo
Personal Loans
“We’ve been impressed by DigiFi’s ability to meet our standards and help us deliver a customized solar loan origination system.”
Rebecca Riker, VP of Member Experience Avatar
Rebecca Riker, VP of Member Experience
Community 1st Credit Union
Mariner Finance LLC Logo
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO Avatar
Joel Karczewski, CTO
Mariner Finance LLC
Greenwave Finance Logo
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO Avatar
Dave Sewell, CRO
Greenwave Finance
Zippy Logo
Home Loans
“With DigiFi’s internal resources, knowledge of the industry and flexible platform we were able to quickly turn our ideas into a reality.”
Ben Halliday, CEO Avatar
Ben Halliday, CEO
Zippy
Stealth Mode (NDA) Logo
Small Business Line of Credit
“Our pilot has launched and our first customers already have loans, which is exciting. Everything is good with DigiFi so far!”
Product Manager Avatar
Product Manager
Stealth Mode (NDA)
Mullbry Logo
Home Loans
“DigiFi is one of our competitive advantages over similar lenders. Thank you so much for creating an awesome system that is so flexible.”
Hale Shaw, CEO Avatar
Hale Shaw, CEO
Mullbry
Community 1st Credit Union Logo
Personal Loans
“We’ve been impressed by DigiFi’s ability to meet our standards and help us deliver a customized solar loan origination system.”
Rebecca Riker, VP of Member Experience Avatar
Rebecca Riker, VP of Member Experience
Community 1st Credit Union
ProFund Logo
Financial Technology
“We were looking for a platform that could support our unique business model and nothing came close to DigiFi in terms of flexibility offered.”
Tim Trankina, President Avatar
Tim Trankina, President
ProFund
HFS Financial Logo
Personal Loans
“Our trust in DigiFi has paid off in spades. They’ve helped us transition from manual to automated processing and rapidly grow our business.”
Andrew Collins, COO Avatar
Andrew Collins, COO
HFS Financial
KindTap Logo
Buy Now Pay Later
“DigiFi has helped us create a fully automated, real-time process for underwriting, allowing us to create an impressive digital experience for our customers.”
Cathy Iannuzzelli, President Avatar
Cathy Iannuzzelli, President
KindTap
Mortgage Token Logo
Home Loans
“DigiFi’s flexible platform and open-API structure let us build amazing proprietary technology and offer a unique value proposition.”
Lauren Romanowski, COO Avatar
Lauren Romanowski, COO
Mortgage Token
Plannery Logo
Personal Loans
“DigiFi’s developer-first approach has been a perfect fit for us and significantly reduced the effort required to launch an innovative lending product.”
Krishnan Gopalakrishnan, CEO Avatar
Krishnan Gopalakrishnan, CEO
Plannery
ProFund Logo
Financial Technology
“We were looking for a platform that could support our unique business model and nothing came close to DigiFi in terms of flexibility offered.”
Tim Trankina, President Avatar
Tim Trankina, President
ProFund
HFS Financial Logo
Personal Loans
“Our trust in DigiFi has paid off in spades. They’ve helped us transition from manual to automated processing and rapidly grow our business.”
Andrew Collins, COO Avatar
Andrew Collins, COO
HFS Financial
KindTap Logo
Buy Now Pay Later
“DigiFi has helped us create a fully automated, real-time process for underwriting, allowing us to create an impressive digital experience for our customers.”
Cathy Iannuzzelli, President Avatar
Cathy Iannuzzelli, President
KindTap
Mortgage Token Logo
Home Loans
“DigiFi’s flexible platform and open-API structure let us build amazing proprietary technology and offer a unique value proposition.”
Lauren Romanowski, COO Avatar
Lauren Romanowski, COO
Mortgage Token
Plannery Logo
Personal Loans
“DigiFi’s developer-first approach has been a perfect fit for us and significantly reduced the effort required to launch an innovative lending product.”
Krishnan Gopalakrishnan, CEO Avatar
Krishnan Gopalakrishnan, CEO
Plannery
ProFund Logo
Financial Technology
“We were looking for a platform that could support our unique business model and nothing came close to DigiFi in terms of flexibility offered.”
Tim Trankina, President Avatar
Tim Trankina, President
ProFund
HFS Financial Logo
Personal Loans
“Our trust in DigiFi has paid off in spades. They’ve helped us transition from manual to automated processing and rapidly grow our business.”
Andrew Collins, COO Avatar
Andrew Collins, COO
HFS Financial
KindTap Logo
Buy Now Pay Later
“DigiFi has helped us create a fully automated, real-time process for underwriting, allowing us to create an impressive digital experience for our customers.”
Cathy Iannuzzelli, President Avatar
Cathy Iannuzzelli, President
KindTap
Mortgage Token Logo
Home Loans
“DigiFi’s flexible platform and open-API structure let us build amazing proprietary technology and offer a unique value proposition.”
Lauren Romanowski, COO Avatar
Lauren Romanowski, COO
Mortgage Token
Plannery Logo
Personal Loans
“DigiFi’s developer-first approach has been a perfect fit for us and significantly reduced the effort required to launch an innovative lending product.”
Krishnan Gopalakrishnan, CEO Avatar
Krishnan Gopalakrishnan, CEO
Plannery
ProFund Logo
Financial Technology
“We were looking for a platform that could support our unique business model and nothing came close to DigiFi in terms of flexibility offered.”
Tim Trankina, President Avatar
Tim Trankina, President
ProFund
HFS Financial Logo
Personal Loans
“Our trust in DigiFi has paid off in spades. They’ve helped us transition from manual to automated processing and rapidly grow our business.”
Andrew Collins, COO Avatar
Andrew Collins, COO
HFS Financial
KindTap Logo
Buy Now Pay Later
“DigiFi has helped us create a fully automated, real-time process for underwriting, allowing us to create an impressive digital experience for our customers.”
Cathy Iannuzzelli, President Avatar
Cathy Iannuzzelli, President
KindTap
Mortgage Token Logo
Home Loans
“DigiFi’s flexible platform and open-API structure let us build amazing proprietary technology and offer a unique value proposition.”
Lauren Romanowski, COO Avatar
Lauren Romanowski, COO
Mortgage Token
Plannery Logo
Personal Loans
“DigiFi’s developer-first approach has been a perfect fit for us and significantly reduced the effort required to launch an innovative lending product.”
Krishnan Gopalakrishnan, CEO Avatar
Krishnan Gopalakrishnan, CEO
Plannery
ProFund Logo
Financial Technology
“We were looking for a platform that could support our unique business model and nothing came close to DigiFi in terms of flexibility offered.”
Tim Trankina, President Avatar
Tim Trankina, President
ProFund
HFS Financial Logo
Personal Loans
“Our trust in DigiFi has paid off in spades. They’ve helped us transition from manual to automated processing and rapidly grow our business.”
Andrew Collins, COO Avatar
Andrew Collins, COO
HFS Financial
KindTap Logo
Buy Now Pay Later
“DigiFi has helped us create a fully automated, real-time process for underwriting, allowing us to create an impressive digital experience for our customers.”
Cathy Iannuzzelli, President Avatar
Cathy Iannuzzelli, President
KindTap
Mortgage Token Logo
Home Loans
“DigiFi’s flexible platform and open-API structure let us build amazing proprietary technology and offer a unique value proposition.”
Lauren Romanowski, COO Avatar
Lauren Romanowski, COO
Mortgage Token
Plannery Logo
Personal Loans
“DigiFi’s developer-first approach has been a perfect fit for us and significantly reduced the effort required to launch an innovative lending product.”
Krishnan Gopalakrishnan, CEO Avatar
Krishnan Gopalakrishnan, CEO
Plannery
Mariner Finance LLC Logo
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO Avatar
Joel Karczewski, CTO
Mariner Finance LLC
Greenwave Finance Logo
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO Avatar
Dave Sewell, CRO
Greenwave Finance
Zippy Logo
Home Loans
“With DigiFi’s internal resources, knowledge of the industry and flexible platform we were able to quickly turn our ideas into a reality.”
Ben Halliday, CEO Avatar
Ben Halliday, CEO
Zippy
Stealth Mode (NDA) Logo
Small Business Line of Credit
“Our pilot has launched and our first customers already have loans, which is exciting. Everything is good with DigiFi so far!”
Product Manager Avatar
Product Manager
Stealth Mode (NDA)
Mullbry Logo
Home Loans
“DigiFi is one of our competitive advantages over similar lenders. Thank you so much for creating an awesome system that is so flexible.”
Hale Shaw, CEO Avatar
Hale Shaw, CEO
Mullbry
Community 1st Credit Union Logo
Personal Loans
“We’ve been impressed by DigiFi’s ability to meet our standards and help us deliver a customized solar loan origination system.”
Rebecca Riker, VP of Member Experience Avatar
Rebecca Riker, VP of Member Experience
Community 1st Credit Union
ProFund Logo
Financial Technology
“We were looking for a platform that could support our unique business model and nothing came close to DigiFi in terms of flexibility offered.”
Tim Trankina, President Avatar
Tim Trankina, President
ProFund
HFS Financial Logo
Personal Loans
“Our trust in DigiFi has paid off in spades. They’ve helped us transition from manual to automated processing and rapidly grow our business.”
Andrew Collins, COO Avatar
Andrew Collins, COO
HFS Financial
KindTap Logo
Buy Now Pay Later
“DigiFi has helped us create a fully automated, real-time process for underwriting, allowing us to create an impressive digital experience for our customers.”
Cathy Iannuzzelli, President Avatar
Cathy Iannuzzelli, President
KindTap
Mortgage Token Logo
Home Loans
“DigiFi’s flexible platform and open-API structure let us build amazing proprietary technology and offer a unique value proposition.”
Lauren Romanowski, COO Avatar
Lauren Romanowski, COO
Mortgage Token
Plannery Logo
Personal Loans
“DigiFi’s developer-first approach has been a perfect fit for us and significantly reduced the effort required to launch an innovative lending product.”
Krishnan Gopalakrishnan, CEO Avatar
Krishnan Gopalakrishnan, CEO
Plannery

Keep Exploring the DigiFi Platform

DigiFi’s cloud platform includes a loan origination system, no-code setup, digital lending portal and developer tools to extend the platform.

What’s next?
Task Checklists
Tasks streamline loan origination by centralizing the data and documents for each piece of work while letting your team add comments, request information from borrowers and mark work as complete.
Check It Out
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