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Description
Why not leverage a system you're already accustomed to and investing in to streamline and oversee all your documentation? With Collabware CLM, which is certified by DoD 5015.2, you gain comprehensive control over every facet of the content lifecycle, thereby enhancing user productivity by enabling more efficient content discovery and utilization. You can centrally establish rules and automate the processes of classification, retention, security, and content disposition. Additionally, you can manage and search through all records, inventory, and storage locations while accommodating both open and request-based circulation processes. It's also possible to set up regular reviews of vital records or conduct volume-based assessments of bulk content and cases. Utilizing a simple drag-and-drop interface allows you to design intricate workflows and automate the entirety of your content and case lifecycle. Advanced metadata queries enable precise content identification, with a grid view to assist in grouping, sorting, and filtering results effectively. Moreover, you can automate the review process to ensure defensible disposition, supported by a certificate confirming the disposition status, making the entire management process more robust and reliable. This holistic approach ensures that your organization can maintain compliance while maximizing efficiency in handling records.
Description
In the current competitive landscape, commercial lenders are actively seeking methods to enhance efficiency in their lending processes, boost profitability, and mitigate risk. Precision LM stands out as a comprehensive database solution that manages commercial loan operations from the initial request all the way to final outcome. By overseeing every facet of the loan process—including pre-qualification of requests, application processing, commitment management, loan closing, servicing, and accounting—Precision LM streamlines operations with a singular database framework. The system accelerates the origination phase, significantly reducing decision-making and closing times while maintaining uniformity in underwriting practices. Additionally, the servicing component features a fully integrated contact management system, minimizes risk through attentive tracking of portfolio and relationship exposures, and lowers servicing expenses on a per-loan basis, all while enhancing servicing capabilities without the need for additional personnel. This holistic approach not only simplifies the lending process but also empowers lenders to operate more effectively and profitably in a fast-evolving market.
API Access
Has API
API Access
Has API
Integrations
Smart Capital Center
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
Collabware
Founded
2010
Country
Canada
Website
collabware.com/collabwareclm
Vendor Details
Company Name
SS&C Technologies
Country
United States
Website
www.ssctech.com/solutions/products-a-to-z/precision-lm
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
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 Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
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