Why iBusiness Funding
Meet the Most Comprehensive ETRAN Integration in Lending Software
Loan documents are a fact of life for lenders—but they don’t have to be a source of frustration. From term sheets and closing packages to ACH forms and SBA paperwork, managing documents can quickly become a drag on productivity.
That’s why we built EasyDoc, a smarter, faster way to create, manage, and finalize documents, all within LenderAI. Designed specifically for lending teams, EasyDoc simplifies every step of the document workflow so you can spend less time on paperwork and more time closing deals.
Here’s a closer look at how EasyDoc transforms the way you work.
Creating documents shouldn’t feel like starting from zero every time. EasyDoc gives lending teams the ability to quickly generate loan documents using a smart text editor that’s built specifically for the lending process. You can build documents from scratch, start from customizable templates, and save frequently used formats so your team doesn’t waste time recreating the wheel. Whether it’s a use of funds table, a collateral breakdown, or final loan agreements, EasyDoc helps ensure consistency and accuracy across the board.
Have an existing file? No problem. EasyDoc lets you upload and modify PDFs, DOCX, and even image files and then overlay fillable fields directly on top. Once your document is ready, you can finalize it as a polished, professional PDF with just one click. It’s document creation designed for the way lenders work: fast, structured, and compliant.
With EasyDoc’s built-in eSign functionality, you can send any document for signature without ever leaving your lending platform. Simply choose the file, preview it, assign recipients, and hit “Send,” all from one secure interface. Borrowers can sign using typed, drawn, or uploaded signatures from any device, and you can track the status of every document in real time.
Whether you need one signature or ten, EasyDoc supports both sequential and parallel signing. Plus, it’s mobile-friendly, making it easy for borrowers to sign on the go. No more switching between third-party tools or chasing down signatures. EasyDoc makes it simple to get documents signed and deals closed faster.
Paper forms and static PDFs slow things down. That’s why EasyDoc includes a fully integrated digital form builder, allowing you to create dynamic, borrower-facing forms right inside LenderAI. Whether it’s a borrower application, business debt form, personal financial statement, or SBA Form 1919, you can design forms with drag-and-drop inputs like text fields, dropdowns, checkboxes, and date pickers.
What sets EasyDoc apart is how seamlessly these forms connect with your loan data. Define database-driven placeholders to auto-fill form fields using borrower or application data already in your system. Add validation rules to reduce errors and enforce required fields. The result? Smart, scalable forms that save your team time and give borrowers a smoother experience.
Once documents are in motion, EasyDoc helps you stay in control. Real-time tracking gives you visibility into every document’s status—whether it’s pending, signed, or rejected—with detailed timestamps and recipient information available in a single dashboard. You’ll always know who’s done what and what’s still outstanding.
You can also assign documents, set due dates, and receive automatic notifications when action is taken. Planning ahead? Schedule documents to send at a future date—perfect for pre-coordinated closings or follow-up paperwork.
At its core, EasyDoc is about helping lenders do more with less friction. By streamlining every part of the document process, from creation and collaboration to signatures and tracking, EasyDoc helps your team reduce delays, stay organized, and close loans faster. It’s the document engine that lending teams have been waiting for, built with the flexibility and power of LenderAI behind it.
Whether you’re a loan officer preparing a package, an operations team managing compliance, or a closer finalizing docs before funding, EasyDoc gives you the tools you need to move with confidence without ever leaving your lending platform.
Ready to See It in Action? EasyDoc is live and available in LenderAI today. If you’re ready to simplify your document workflows and speed up your loan process, we’re here to help.
Contact us to learn more or schedule a demo with our team.
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