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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

CRM_A stands out as the leading integrator in the industry, combining credit risk knowledge, quantitative analysis, and advanced technology. With a legacy of over 30 years, we have consistently supported lenders throughout the United States by conducting thorough loan reviews and performing meticulous due diligence. Our extensive array of underwriting, risk assessment, and analytical services is comprehensive, allowing us to deliver an unparalleled perspective on risk—from individual loans to complete portfolio assessments and the overall enterprise landscape. This unique advantage enables us to effectively help clients pinpoint their credit-risk goals, streamline management practices, and ultimately boost their profitability. A focus on enhancing asset performance provides a distinct competitive advantage. These principles are crucial for achieving success in everyday tasks as well as in long-term strategic initiatives. Furthermore, our solutions facilitate better workflow management, capture essential data points, and improve the consistency and efficiency of underwriting processes, ensuring our clients are always equipped to navigate the complexities of the financial landscape.

Description

DocCredit is a software solution designed for managing commercial credit risk and streamlining the collection process. It is seamlessly integrated with leading Business Information providers and features a sophisticated company rating calculation engine, which enhances customer understanding. By assessing the degree of risk, businesses can identify opportunities, directing collection strategies toward new clientele while prioritizing higher-risk credits and focusing on increasing sales with lower-risk customers. The platform automates reminder processes through tailored workflows, ensuring effective communication. With a smart activity planner, users can efficiently schedule emails, phone calls, and visits, while the system automatically correlates reminders sent with responses received. It also enables tracking of payments categorized by risk class, business channel, and client segment, providing insights into unpaid debts related to specific actions. Additionally, the software measures the effectiveness of reminder and collection strategies, analyzes overdue to turnover ratios, and evaluates the probability of default for both the individual subject and the relevant industry, ultimately offering an internal credit line based on trend analysis to improve financial decision-making. The comprehensive features of DocCredit empower organizations to maintain a robust credit management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CRMa

Website

www.crma.com

Vendor Details

Company Name

DocFinance

Founded

1988

Country

Italy

Website

www.doccredit.it/en/

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management Yes 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests Yes 
Value At Risk Calculation No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

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