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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Manage, oversee, and monitor your loan applications seamlessly in a single platform. This includes customizable checklists, streamlined loan approval processes, and the ability to track documents and images, all with a simple button press for transferring to servicing—everything you need is centralized here. Tailor your software specifically for commercial mortgages with unmatched adaptability. Handle various types of loans, including commercial mortgages, participation loans, construction loans, and those requiring multiple escrow accounts or intricate asset management, along with many additional options. Your loan accounting is simplified with comprehensive analytics, a complete financial history, and a customizable general ledger interface, making management easier than ever. Benefit from a wide array of built-in standard reports, an intuitive report writer, and complete data access to facilitate straightforward investor reporting. Turn to us for all your loan management and reporting requirements, ensuring you have the tools necessary to succeed. In this way, you can optimize your workflow and enhance your decision-making capabilities.

Description

The Executive Series offers a highly adaptable and fully integrated accounting solution designed for multiple companies, featuring robust drill-down capabilities. This accounting system can be accessed either through a web/cloud subscription model or through a traditional client/server deployment. Among its standard functionalities are document scanning, customizable security settings, file attachments, and the ability to manage workflow routing and approvals. With its multi-entity support, users can effortlessly handle hundreds of companies without needing to switch between them. A vast array of standard reports is at your disposal, which can be generated for individual companies, groups, or all entities simultaneously. The system includes automated workflows with built-in routing and supports both initial approvals and re-approvals. Additionally, flash note reminders enable users to determine specific times and locations for alert notifications. Report maintenance is made simple, allowing for easy report customization, and user-defined calendars can accommodate over 999 accounting periods for each fiscal year, ensuring flexibility in financial management. Overall, the Executive Series provides a comprehensive solution that enhances efficiency and streamlines accounting processes across multiple businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Benedict Group

Founded

1990

Country

United States

Website

www.benedictgroup.com

Vendor Details

Company Name

Searer Business Technology

Founded

2000

Country

United States

Website

sbtexecutiveseries.com

Product Features

Commercial Loan

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

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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