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Mortgage Solutions Background

GE 365 Mortgage

CRM-ERP for Mortgage and Lending Industry

Streamline Your Mortgage Process with our Innovative Digital Platform

GE 365 Mortgage

AI-enabled mortgage lending and loan management solution built on Microsoft Dynamics 365 Business Central, designed for mortgage lenders, credit unions, private lenders, and non-banking financial institutions (NBFCs) across the United States, Canada, and the Middle East.

It streamlines the complete loan lifecycle—from origination and underwriting to disbursement, servicing, delinquency management, Loans Held for Sale (LHFS), and regulatory reporting—while ensuring compliance with IFRS, GAAP, OSFI, CMHC, and regional financial regulations. GE 365 Mortgage empowers lenders with real-time portfolio analytics, automated accounting, risk monitoring, and audit-ready reporting to improve operational efficiency, profitability, and regulatory transparency.

Automate & Track the Full Loan Lifecycle

Application Intake
& Approval

Funding &
Disbursement

Schedules &
Collections

Bank Statement
Import

Loan Origination

  • Automated Application + Kyc

  • Configurable Approval Limits

  • Credit Assessment

  • Underwriting & Contract Creation

Loan Servicing & Collections

  • Schedules + Charges & Penalties

  • Automated Accruals & Escalation Notices

  • Automated PTP, Waiver, Restructure

  • Portfolio Summary Dashboard

Receipt & Bank Automation

  • Bank-Grade CSV Statement Import

  • Automated Loan Receipt Matching

  • Bank=Grade Batch Posting Queue

  • Overdue Default CSV Export

  • Robust Audit Trail

Financial Control & Compliance

  • General Ledger + Loan Subledger

  • Financial Control & Accruals

  • Dimension Support

  • Regulatory Reporting

  • Delinquency Provisions & Forecastingv

How GE 365 Mortgage Works

1. Initial Setup & Integration

Seamlessly integrate with your existing systems.

2. Automated Workflow

Optimize and automate your loan process.

3. Real-Time Tracking

Monitor progress with real-time updates.

4. Close & Manage

Efficiently close loans and manage clients.

Microsoft Dynamics 365 CRM-ERP