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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Credit Strategy products are credit management systems developed on Microsoft platforms that leverage tools like Access, SQL databases, Excel, and Word. These products are compatible with a variety of accounting software and ERP systems, including Oracle, SAP, JD Edwards, and Peoplesoft. They operate effectively across multiple operating systems, including AS400 and UNIX environments. Designed specifically by credit experts for their peers, Credit Strategy products include standardized reporting features that assess employee performance alongside accounts receivable outcomes. Furthermore, these systems aim to streamline credit processes and enhance efficiency in financial management.

Description

Boost the volume of transactions and the size of orders in your marketplace by integrating an embedded lending layer. Replace outdated systems like spreadsheets, calendars, and file storage with more efficient solutions. Streamline the process of researching requirements and submitting necessary filings, saving valuable time. Minimize the risks associated with license gaps and overlooked renewals. Gain access to the latest requirements through a reliable reference database. Utilize built-in compliance measures to ensure adherence to both state and federal regulations. Verify your loan parameters prior to extending offers to your users for greater accuracy. Keep informed about regulatory changes that may impact your strategic planning. Evaluate your compliance training needs in alignment with state and federal laws, your company’s objectives, and the requirements of third-party partnerships. Develop and automate a tailored compliance training program that meets your specific needs, ensuring that your team is well-equipped to navigate the regulatory landscape. Such an approach not only enhances efficiency but also strengthens your marketplace’s overall integrity and trustworthiness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Credit Strategy

Website

www.creditstrategy.com

Vendor Details

Company Name

Pier

Website

www.pier-finance.com

Product Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Product Features

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