Tier3 LMS feature highlight

FUNDING FLOW

Move qualified applications from accepted lead to funded loan with configurable decisioning, routing, authorization, and automation controls.

Internet QueueSearch applications
PENDING APPS212
PENDING E-SIGN48
TO FUND27
Application queueLive workflow view
Ana WhiteFunding Auth$1,000
Sofia AyerdisPending E-Sign$500
Vidal CruzReady to Fund$500

One controlled workflow

From lead acceptance to funding, without losing momentum.

Keep decision logic configurable and give underwriting teams the visibility needed to move every application forward with confidence.

1

Lead Accepted

Bring accepted leads into a clear, actionable workflow.

2

Rules Evaluate

Apply your business conditions consistently.

3

Route & Prioritize

Assign dispositions and queue work intelligently.

4

Decide

Trigger configured approval or denial outcomes.

5

Authorize & Fund

Move qualified applications into funding sooner.

Built for lending teams

Automation that stays on your terms.

Disposition-based routing

Organize every application into a clear disposition with configurable priority, row color, ordering, and workflow visibility.

  • Priority rules
  • Queue visibility
  • Clear ownership

Configurable workflow rules

Build decision paths around your business conditions, documents, verification checks, and customer criteria.

  • Business conditions
  • Rule-based actions
  • Flexible outcomes

Approval guardrails

Use authorization rules and advanced filters to support consistent approvals while preserving the right checkpoints.

  • Approval controls
  • Verification steps
  • Audit-friendly flow

Faster funding

Reduce manual handoffs with scheduled auto funding and the workflow controls that keep qualified loans moving.

  • Funding authorization
  • Scheduled funding
  • Notifications

Better operational flow

Built for lenders and underwriting teams.

Funding Flow helps operations teams reduce bottlenecks while maintaining consistent, disposition-driven decisions across the application lifecycle.

  • Reduce underwriting bottlenecks
  • Minimize unnecessary CSR intervention
  • Shorten time to funding
Auto approveApply approved outcomes when rules are met.
Auto denyHandle declined outcomes with consistency.
VerifySet the checks needed before the next step.
FundAuthorize and schedule qualified loans.