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+1 800 353 0103	Amérique du Nord
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End-to-end Securities-Based Lending

Accelerate your entire SBL business with NAVIGATOR

Originate loans directly on the Advisor dashboard, enable sales and enhance rich back-office SBL operations and risk management. NAVIGATOR combines digital experiences, intelligent automation and data-driven oversight to fast-track your SBL business from end to end—through a single platform.

Satisfy more clients with the only straight-through SBL platform

Automate success. Deliver a self-service solution that goes beyond online access to account information to deliver powerful loan management capabilities directly to advisors and clients.

Intelligent Prospecting

Automated Applications and e-Signatures

Auto-decisioning and Underwriting

Same-day Funding

Real-time Monitoring and Stress Testing

Self-service Loan Management

Generate your pipeline with machine learning insights

Uncover prospects, pre-qualify candidates and target clients based on borrowing patterns. NAVIGATOR fuels advisor outreach by recommending potential borrowers based on client profiles, transaction history and firm benchmarks. Deliver results with focused marketing and outreach activities.

How We Can Help

Digitize the advisor-client experience

48 hrs

Accelerate time-to-loan from weeks to days.

200k

Advisors use our wealth management solutions.

17M

Investor accounts are supported by our wealth management solutions.

Resource

Five Ways SBL can Benefit Wealth Managers - and Their Clients

Article

As Clients Embrace Holistic Lending, Some Advisors Hesitate

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