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ease
features
design
support

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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.

Description

Sequence operates as a ledger-as-a-service, allowing organizations to accurately monitor and transfer tokenized balances securely. By utilizing Sequence, businesses can effectively oversee their financial assets on private ledgers and will soon have the capability to transfer them effortlessly across public networks as well. Various companies, engaged in shaping the future of finance and commerce, are leveraging Sequence for numerous applications. This includes functionalities such as storing and transacting user balances, securely safeguarding customer funds, issuing and managing loans, and handling balances for both consumers and drivers. Instead of dedicating resources to building and maintaining ledger infrastructure, organizations can concentrate on developing and scaling their products. The platform allows for the seamless addition of new accounts, asset types, and products without needing to modify the underlying ledger code. Designed with enterprise needs in mind, Sequence is built to grow alongside your business. It also enables sharing parts of your ledger with partners, simplifying complexities and creating new opportunities for collaboration. Additionally, its immutable and append-only cryptographic data model ensures protection against tampering and corruption, guaranteeing data integrity at all times. With Sequence, businesses can embrace innovation while maintaining robust security and efficiency in their financial operations.

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
Orange Slice
QuickBooks Online
Sage 100
Telegram
TransUnion Collections Management

Integrations

Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
Orange Slice
QuickBooks Online
Sage 100
Telegram
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

BrightOffice

Country

United Kingdom

Website

www.brightoffice.co.uk/crm/lender

Vendor Details

Company Name

Chain

Founded

2018

Website

chain.com/sequence/

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

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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