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ease
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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The AssetWriter field examination workpaper and report software stands out as the most comprehensive and widely utilized ABL Field Exam Software for conducting ABL due diligence, as evidenced by our impressive roster of clients. With the addition of a currency module, it facilitates international data inputs and produces a unified output in any chosen currency. Users can now take advantage of an advanced graphing feature that seamlessly integrates visual representations into both reports and workpapers. Moreover, it minimizes manual data entry and reduces errors by accepting data feeds from the AssetReader Data Analysis software, solidifying its position as the most integrated ABL package available. The "Template-Based" report configuration empowers users to tailor the design and content to meet the specific requirements of current lenders, while also enabling straightforward updates to older exams by revising the "Templates." This flexibility ensures that the software remains relevant and user-friendly in an ever-evolving financial landscape.

Description

BrightOffice Lender CRM is a comprehensive, cloud-based loan management platform designed specifically for lenders. Drawing on insights from industry professionals, this all-in-one solution facilitates every step of the loan process, from initial inquiries and fact-finding to application submissions, customer onboarding, and managing loan ledgers. Tailored to fit your unique business workflows, service level agreements, and product offerings, the adaptable workflow engine encompasses communication tools like emails, documents, letters, and SMS. Our robust API enables seamless integration with various services, including TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing functionality. You can also personalize the CRM with your organization's branding elements, such as logos and color schemes, to ensure a distinctive and professional user experience. Additionally, the system allows for efficient address population by simply entering postcodes, which boosts accuracy and saves valuable time in the loan processing journey.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management

Integrations

Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FinSoft

Founded

1996

Country

United States

Website

www.finsoft.net

Vendor Details

Company Name

BrightOffice

Country

United Kingdom

Website

www.brightoffice.co.uk/crm/lender

Product Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Product Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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