Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Smart Capital Center
No
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
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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
No
Customizable Templates
No
Document Indexing
No
E-forms
No
Full Text Search
Yes
Image Editor
No
SEO Management
No
Text Editor
No
Version Control
Yes
Video Content
No
Website Management
No
Product Features
Commercial Loan
Asset Management
No
Audit Trail
No
Complex Debt Structures
No
Dashboard
No
Document Management
No
Exposure Management
No
Lead Management
No
Pipeline Management
No
Risk Management
No
Trend Analysis
No
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
Loan Servicing
Accounting Management
No
Amortization Schedule
No
Application Management
No
Auto Loans
No
Automatic Funds Distribution
No
Business Loans
No
Collateral Tracking
No
Collections Management
No
Compliance Management
No
Construction Loans
No
Customer Database
No
Fee Management
No
Investor Management
No
Loan Processing
No
Student Loans
No