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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
TransUnion Digital Business Profile provides a centralized way for businesses to verify, update, and distribute their essential location details across the entire local search ecosystem. Using precise geo-coding and confidence scoring, the platform ensures each business profile is complete, accurate, and ready for discovery across 80+ search sites, apps, and navigation tools. Small businesses get a simple, fast method to publish their information online, while large chains benefit from robust bulk-management capabilities. Agencies and resellers can integrate the service into their offerings to drive measurable value for clients who depend on local visibility. Data licensers gain access to high-accuracy, real-time business data that meets enterprise standards. By eliminating conflicting or outdated information, TransUnion helps brands avoid customer frustration and lost opportunities. The platform is supported by direct, authorized partnerships with leading search platforms, ensuring that changes propagate quickly and reliably. With Digital Business Profile, organizations take control of how they appear everywhere customers are searching.
API Access
Has API
API Access
Has API
Integrations
AdMedia
Auto Decision Platform (ADP)
Azure Marketplace
Evolv Al
Experian Connect
Eyeota
Fetchify
GoCardless
Microsoft Power BI
Moodle
Integrations
AdMedia
Auto Decision Platform (ADP)
Azure Marketplace
Evolv Al
Experian Connect
Eyeota
Fetchify
GoCardless
Microsoft Power BI
Moodle
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$79 per year
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
TransUnion
Founded
1968
Country
United States
Website
www.neustarlocaleze.biz
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