Securities-Based Lending

Unlock your digital lending potential with our cloud-based automation. Originate securities-based loans in just days and access real-time insights to mitigate risks and enhance your portfolio pipeline, even without a bank affiliation. Let our marketing automation help you accelerate sales and drive AUM growth efficiently.

Sophisticated simplicity for SBL

Go digital, get more done
  • Automate time-consuming lending steps
  • Perform simple onboarding
  • Customize advisor- and client-specific portals
Reduce risks in real-time
  • Access rich datasets and live monitoring tools
  • Execute real-time SBL stress testing to mitigate risks
  • Optimize loans using predictable analytics
Improve cost-efficiency
  • Use out-of-the box, customizable credit policies and loan conditions
  • Provide clients with self-service features
  • Lower total cost of ownership
Grow your lending business
  • Drive business on both sides of the client balance sheet
  • Drive revenues and AUM with automated prospecting and marketing
  • Leverage machine learning for intelligent prospecting
Broadridge’s machine learning models and Practice Insights enable enhanced predictability and proactivity in our SBL business. By delivering the right products to the right clients, we deepen our client relationships while making our business more efficient.
Jeff Hazelwood
Managing Director and Head of Banking Solutions at The Bancorp

End-to-end digital SBL

Go beyond limited loan origination and decisioning software.

Streamlined origination, collateral management, and more

Reduce time-to-loan with a cloud-based workflow automation. Eliminate friction with digital onboarding, automated tasks, prospecting and marketing, and consolidated reporting.

Democratized access to securities-backed loans

Remove the need for a bank affiliation with the Wealth Lending Network, which gives advisors access to credit and debt consolidation options. 

Real-time data and SBL stress testing

Make informed decisions using aggregated portfolio, pricing, securities master, and ratings data. Use stress tests to mitigate risks and potential loan churn.

Intuitive dashboards for easier lending

Provide clients with self-service tools to process requests without taking time from advisors. Give advisors consolidated views of the lending portfolio.

Improved sales predictability

Populate your advisors’ sales pipeline with machine learning models that generate pipeline, predict loan churn, generate automated responses to marketing signals, and reveal next best actions.

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SBL leaders count on us to streamline their digital operations

$130B
SBL loans managed daily
73%
Accuracy in predicting loan churn
20
years of experience

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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