The Agentic CRM for Financial Services
Revolutionize your lending business with Surge's AI-powered Lending Operating System - featuring seamless NMLS Consumer Access integration for automated compliance verification
Proven Results for Financial Institutions
Our clients experience significant improvements in efficiency, compliance, and customer engagement
The Lending Operating System
Unify your lending process, channels, and technology, using your data in a single platform
Channel Applications
Purpose-built applications for specific delivery channels and use cases
Core Platform
Origination Cloud technology including Application and Decision Engine, Workflow, and Document Management
Data Services & AI
Proprietary data enrichment services, predictive models, and AI assistants
Integration Studio
Pre-built connectors to integrate seamlessly with your existing systems and third-party services
Lightning Fast Performance
Built on Salesforce's cloud infrastructure, our platform delivers exceptional speed and reliability, even with complex workflows and large data volumes.
Automated Compliance
Systematically validate compliance requirements with direct NMLS Consumer Access integration, reducing risk and saving your team valuable time.
Intelligent Workflow
Streamline complex lending processes with intelligent workflow automation that adapts to your specific business rules and requirements.
AI-Powered Lending Intelligence
Our advanced AI capabilities transform how you originate, process, and fulfill loans
Predictive Analytics
Leverage Einstein Prediction Builder to forecast loan performance, default risks, and identify high-value opportunities in your portfolio.
- Customer behavior prediction
- Default risk assessment
- Portfolio performance forecasting
Intelligent Document Processing
Automate document classification, data extraction, and validation with our AI-powered document processing system.
- Automated document classification
- Intelligent data extraction
- Error detection and correction
AI Loan Assistant
Provide 24/7 support to borrowers with our conversational AI that guides them through the application process and answers their questions.
- Conversational loan guidance
- Automated status updates
- Instant document requirements
Partner 360: Full TPO Automation
Comprehensive platform for managing third-party origination relationships
Customer Relationship Management
- Built on Salesforce, the world's most capable CRM
- Fully auditable marketing
- Fully automated campaigns
- Broker portal for self-service
Risk Management
- Configurable for every unique risk profile
- Always audit-ready
- Any combination of manual & automated business rules
- Ongoing monitoring of key data elements
Real Estate Analytics
- Every installation includes all market and license data
- Daily data updates triggering both marketing and management
- Proprietary enriched data elements
- Wallet share and other metrics available with integrations
Partner 360 Sales Core Features
Detailed Intelligence
Quickly identify top prospects by analyzing transaction histories and licensed loan officers, including who you will compete against for their business.
Lead Management
Distribute leads based on capacity, territory and other business rules. Automatically reassign inactive leads to available team members.
Campaign Management
Load, send and track marketing activity directly from partner records. Add prospects to targeted drip campaigns or personal outreach programs.
Competitor Mode
Narrow your focus to specific products and lenders by activating "Competitor Mode" on our Market Intelligence Dashboard.
Digital Onboarding
Invite brokers to apply directly from within Partner 360, triggering automatic status updates to ensure invitations are converted to applications promptly.
Book of Business Visibility
Gain insights into partner activity with you and all your competitors, revealing your best opportunities to win their business and enabling leadership to strategically plan.
The Partner Lifecycle
From initial prospect identification to renewal and monitoring, Partner 360 manages the entire partner relationship lifecycle with automated compliance checks at every stage.
$42B Addressable Market for Financial Services
See how our modern, AI-driven solutions outperform traditional platforms
Customer Relationship Management
Unlike marketing-first CRMs, compliance is woven into every feature
Our solutions are purpose-built for lending operations
Not a competitor! FSC is available through our OEM partnership
Risk Management
We have never lost a head-to-head matchup against Comergence
None of these tools are optimized for financial risk monitoring
| Feature | Surge's Origination Cloud | Comergence |
|---|---|---|
| Platform Architecture | Modern cloud-native SaaS | Legacy platform |
| AI Capabilities | Comprehensive AI throughout | Limited or no AI |
| User Experience | Modern, intuitive interface | Dated interface |
| Integration Ecosystem | 100+ pre-built integrations | Limited integration options |
| Salesforce Powered | Built on Salesforce (OEM) | Proprietary platform |
| Defensible Data Assets | Superior data assets with proprietary enrichments | Limited data capabilities |
What Our Clients Say
Leading lenders and originators trust Surge for their digital transformation
"Surge's Origination Cloud has transformed our lending operations. The AI-powered features have reduced our processing time by 40% while improving accuracy."
"The Integration Studio has allowed us to connect all our systems seamlessly. What used to take months of custom development now happens in days."
"Partner 360 has revolutionized how we manage our broker relationships. The visibility and analytics are unmatched in the industry."
Ready to transform your lending business?
Schedule a demo to see how Surge's AI-powered Origination Cloud can revolutionize your operations