Frequently Asked Questions

Yes. DLM is a true, multi-tenant system, hosted in the cloud. DLM is hosted on AWS, which is widely recognized as the premier hosting environment for enterprise-level software applications such as ours.

Because DLM is browser-based and hosted in the cloud, there is virtually nothing to install. You can access DLM from anywhere, as long as you have an Internet connection and a Chrome browser. You may use a PC or a Mac; it’s your choice.

Yes! Orientation and training sessions are included in the one-time setup and training cost. In addition to initial training sessions, you may ask for follow-up trainings for new staff or for refresher sessions. Sessions are personalized and tailored to the specific needs of your organization, offered through Zoom sessions.

Yes! Support is included with your ongoing subscription. We take great pride in offering personalized service. Our support engineers are located across the US, so we’re available between 8 am and 8 pm ET. You can reach our team of support engineers by email, video chat, phone, and the direct feedback portal built into your site.

Yes. We have a Help Center built into the DLM system, with a host of FAQs covering best practices and specific topics and issues. We are adding a library of video guides as well.

No. We don’t impose limits on the number of loans you may create. We do not have a tiered pricing structure based on record counts.

As many as you would like! Two user accounts are included in the core DLM system. Adding a user starts at $20 per month, but this per-user cost drops the more users you add.

No. Unlike many desktop systems that bog down noticeably when multiple users log in at the same time, DLM’s performance is unaffected even if dozens of users are logged into your DLM site.

DLM offers tremendous capacity for loan volume; you may enter virtually as many loans as you like in DLM. As your needs grow, you can add specialized modules to address a range of specialized needs, from reporting to federal authorities such as the SBA and the CDFI, to the credit bureaus, and more. Modules can be added at any time.

We believe in transparency and publish our prices. A basic subscription costs as little as $100 a month, and if you pay ahead for the year, we’ll give you an additional 10% discount. Check out all of our pricing here.

DLM is flexible, meaning you can add new features to your site as you need them. Add everything from Credit Bureau reporting to Analytics packages to your system. Ready to check out a new module?  Choose a time for a quick demo with us and we’ll walk you through it.

DLM is equipped with industry leading security measures, including a unique two-factor authentication architecture and the same level of encryption used by banking institutions. DLM includes mirrored, redundant databases that are backed up continuously. See more information in our Technical Specifications.

Yes. We can convert your existing data into a new DLM site so that you can transition smoothly. Ready to make the move?  Contact us for a quote.

Yes. DLM has a fully developed, open API. This means that data can be exchanged in real time with other systems. DLM has fully developed integration modules with third party systems such as Lenderfit, Outcome Tracker, and Salesforce. Custom integrations may be built using our open API, for which we will provide technical support and documentation.

Yes. DLM offers full integrations with QuickBooks Online, QuickBooks Desktop, and Sage Intacct. In addition, we offer export utilities for Abila MIP, BlackBaud, and other GL accounting packages.

While we think you’ll love DLM, you can stop subscribing to DLM at any time without penalty. Furthermore, the data you enter in DLM belongs to you. If you decide to leave DLM for whatever reason, we will provide you with a full data dump upon request.

Yes, we’d love to walk you through a personalized tour of DLM so you can test drive the software!  Ready to take a look?  Pick a time for a demo.

Have a question you don’t see here? Please contact us.