User Manual
Developer Guide
Customer Support
System Status
Blog
About Us
Careers
Partners
Easily Stay On Task
Task checklists increase your team members’ efficiency and accuracy.
Streamline Work
Give team members complete clarity on required work by automatically generating and assigning tasks to them.
Enhance Productivity
Configurable task views let users see the relevant data, documents and comments for each task in one place.
Manage Deadlines
Set task due dates to ensure work gets done on time, with emails sent to your team to remind them to finish outstanding work.
See The Whole Picture
DigiFi lets each user see all their assigned tasks in one place, with the ability to search and filter by important attributes.
Assign Work, Standardize Processes & Reduce Errors
Tasks set required actions for your team members, borrowers and intermediaries.
Create and Assign Tasks to Team Members
Tasks can be either manually or automatically created and then assigned to your team members, borrowers or intermediaries for completion.
Centralize Task Data and Documents
Each task includes related data, documents and comments, ensuring that all information required to complete a specific piece of work is in one place.
Block Progress Until Task Completion
Tasks can block application progress until they’re completed, which can be either automatic based on a completion condition or manually by a team member.
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.
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO
Mariner Finance LLC
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO
Greenwave Finance
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
Zippy
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
Stealth Mode (NDA)
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
Mullbry
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
Community 1st Credit Union
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO
Mariner Finance LLC
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO
Greenwave Finance
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
Zippy
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
Stealth Mode (NDA)
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
Mullbry
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
Community 1st Credit Union
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO
Mariner Finance LLC
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO
Greenwave Finance
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
Zippy
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
Stealth Mode (NDA)
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
Mullbry
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
Community 1st Credit Union
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO
Mariner Finance LLC
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO
Greenwave Finance
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
Zippy
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
Stealth Mode (NDA)
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
Mullbry
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
Community 1st Credit Union
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO
Mariner Finance LLC
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO
Greenwave Finance
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
Zippy
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
Stealth Mode (NDA)
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
Mullbry
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
Community 1st Credit Union
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
ProFund
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
HFS Financial
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
KindTap
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
Mortgage Token
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
Plannery
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
ProFund
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
HFS Financial
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
KindTap
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
Mortgage Token
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
Plannery
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
ProFund
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
HFS Financial
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
KindTap
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
Mortgage Token
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
Plannery
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
ProFund
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
HFS Financial
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
KindTap
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
Mortgage Token
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
Plannery
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
ProFund
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
HFS Financial
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
KindTap
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
Mortgage Token
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
Plannery
Personal Loans
“We were able to automate our entire underwriting process - and respond with decisions in seconds at scale.”
Joel Karczewski, CTO
Mariner Finance LLC
Buy Now Pay Later
“DigiFi gives us the tools we need to automate integrations and credit decisioning, without writing any code.”
Dave Sewell, CRO
Greenwave Finance
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
Zippy
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
Stealth Mode (NDA)
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
Mullbry
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
Community 1st Credit Union
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
ProFund
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
HFS Financial
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
KindTap
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
Mortgage Token
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
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?
Lending CRM
The DigiFi LOS includes a powerful CRM, enabling you to develop a 360-degree view of your borrowers and intermediaries, including their information, applications, loans, communications, documents and tasks.
Check It Out
Analytics andMarketing Cookies
On
We use various tracking cookies to help us improve the user experience of this website. If you wish you can switch these off. Read more about how we use cookies on our cookies policy page.