The purpose of this solicitation is to select an entity that can provide a turnkey loan reservation system designed for housing finance agencies as a part of the following Scope of Work: 1. System is cloud based and accessible from the Internet. 2. System allows workstations in a Microsoft Windows environment to access other network and desktop applications while using the system. 3. System supports Chrome, Firefox, Microsoft Edge and Safari. 4. System shall have customizable authentication settings complete with permissions and application-level controls. System should have Role-based Access Controls (RBAC) for all major system features to control the ability to set permissions to Create, View, Edit, Update and Delete. 5. The system shall be able to import and export a Fannie Mae 3.4 file to facilitate easy upload and reduce data entry. 6. Dynamic lock desk that supports flexible pricing, weekly schedules, holiday schedules, and manual overrides at a system, funding source or program level. 7. Customizable workflows and automation triggers to support auto-assignment and status updates. 8. Manage a suite of Checklist Templates that all applications need to complete. 9. Manage a suite of Fee Templates that populate new loans with the appropriate fees. 10. Program and Funding Source Management that can support TBA, MRB, MCC, and DPA. 11. Lending Partner Portal to easily manage lending partner user access and program availability. 12. Ability to custom brand and white label the portal. 13. System must have customizable Reports, Charts, and custom KPIs to track staff productivity, program fundings and pipeline activities. 14. Application Pipeline management to track progress of individual loan files and scheduled fundings. 15. Ability to preview application documents within the application for ease of use and navigation. 16. System must support in-application communication with the originating Lender. 17. Full audit and activity logs of all system events. Logs must include the username related to all changes and activities. 18. Application/Borrower Pipeline for easy management of new applications. 19. System flags based on business rules to identify urgent or special loan scenarios. 20. Conditions management process to ensure all loan file conditions are communicated to assigned staff and tracked until completion. 21. Multiple MFA options for front end users with the ability to expand to Commission users. 22. Application Programming Interface allowing for communication and data sharing with other Commission applications
