Automating the Lending Process

LoanBeam is a technology services company dedicated to meeting the needs of the mortgage lending community. Our mission is to empower lenders to automate the process of identifying documentation and calculating income.

How You Ask?

Through the use of our proprietary algorithms and OCR (optical character recognition) technology, LoanBeam turns PDFs representing multiple income streams into a single, easy-to-read, Cash Flow Analysis that aligns with investor guidelines. We partner with lenders in the pursuit of reduced cycle times and improved loan quality.

See How it Works

Our Team

Kirk Donaldson
Chief Executive Officer & Founder

Kirk is responsible for strategic vision and guiding growth at LoanBeam. Prior to LoanBeam, he worked as a senior financial industry professional for more than 18 years, developing high- value, asset-based portfolios at prominent global financial firms.

Jerry Melia
Chief Operating Officer

Jerry is responsible for LoanBeam operations, including Finance, Legal, Investor Relations, and Human Resources. Prior to LoanBeam, he served in various senior positions with American International Group, Inc., Credit Suisse, Salomon Brothers, and Price Waterhouse Coopers.

Sri Gajjala
Chief Product Officer

Sri directs all aspects of product vision, strategy, and design – from concept to market. Sri is skilled at managing and motivating his team-members in high-growth environments. Prior to LoanBeam, Sri was a Product Manager with the insurance giant AIG.

Gurleen Randhawa
Chief Technology Officer

Gurleen oversees technology and R&D functions for LoanBeam. Gurleen joined LoanBeam from Wolters Kluwer Tax and Accounting, where, as Director of Software Development, he led the engineering group for Corporate Services.

Sean Rogan
Managing Director, National Sales

Sean works directly with lenders and servicers to facilitate client relations, on-boarding, and overall implementation. Prior to LoanBeam, Sean spent more than 20 years managing National Sales for CitiMortgage’s Wealth Management and Employee Home Loan divisions.

Wes Lazear
Managing Director, National Sales

Wes’ leadership over LoanBeam sales since 2012 has introduced lenders to the best way to pre-qualify applicants, reduce the internal touches of a file, and shrink the app-to-funding metric. Wes brings more than 30 years of mortgage industry experience to LoanBeam.

Roby Robertson
SVP Marketing and Sales Operations

Roby oversees LoanBeam’s marketing, client on-boarding & management, and product training efforts. Prior to LoanBeam, he spent 20 years in the financial and lending industry, ten of which was spent managing commercial training efforts at JPMorgan Chase.

Have Questions?

We’d love to answer any questions that you may have. Contact us today.

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