Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Utilizing an exchange in conjunction with Collective's exchange fund alongside a non-recourse exchange loan can significantly mitigate the risks associated with holding a single stock, enhance your after-tax liquidity substantially, and streamline the process compared to a traditional stock sale. In contrast to selling your stock, which entails the cumbersome steps of engaging a broker, locating a buyer, negotiating terms, and preparing necessary documentation, an exchange loan offers a swift and straightforward alternative. The entire online process can be finalized in a mere five minutes. Additionally, stock sales may incur taxes that can reach up to 46% of your earnings, while neither swapping shares into the fund nor taking an exchange loan activates capital gains tax liabilities. Furthermore, unlike selling your stock, transferring shares into the fund allows you to benefit from the long-term growth potential of a portfolio filled with top-tier unicorns, while also maintaining access to liquidity when required, thereby providing a compelling investment strategy. Overall, this approach not only enhances financial flexibility but also aligns with long-term investment goals.

Description

The Loan Management System (LMS) facilitates the effective trading and oversight of residential whole loans. It allows users to oversee the complete loan pipeline, manage third-party evaluations, and execute funding and settlement processes in a streamlined and automated manner. Sellers have the ability to lock and price loans, whether on a flow or bulk basis, that comply with the eligibility criteria of your products via our user-friendly portal. Additionally, they can upload necessary credit documentation and meet any conditions raised during the review processes. Documents can be securely uploaded and stored at various levels, including trade, pool, and individual loans. The system also supports the exchange of documents with third-party vendors through secure integrations. Orders can be directed to the appropriate due diligence vendors based on product specifications and transaction volume, ensuring a tailored approach. Users can view and address the results provided by third-party reviewers through automated data feeds from vendors. Moreover, the system is capable of generating comprehensive funding schedules that include amortized balances along with calculated interest and fees, thereby enhancing the overall efficiency and accuracy of loan management. This comprehensive approach not only streamlines operations but also significantly reduces the potential for errors in the loan management process.

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

Collective Liquidity

Country

United States

Website

www.collectiveliquidity.com

Vendor Details

Company Name

Street Solutions

Website

www.streetsolutions.com

Product Features

Product Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Alternatives

ATrad Reviews

ATrad

Ironone Technologies

Alternatives

BytePro Reviews

BytePro

Byte Software
HDS Loan Servicing System Reviews

HDS Loan Servicing System

Housing and Development Software