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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Loan Vision is a specialized platform focused on mortgage accounting and financial management, aimed at assisting mortgage banks, lenders, and credit unions in simplifying intricate accounting tasks, minimizing manual efforts, and facilitating data-informed decision-making through real-time analytics. The platform offers thorough loan-level accounting, allowing finance teams to gain in-depth insights into the financial performance of each loan, automate general ledger entries, and seamlessly integrate with loan origination systems to efficiently validate and reconcile loan data, thereby decreasing errors and cutting operational expenses. Additionally, it features accounts payable and cash management functionalities that enhance payment processes, along with extensive reporting and budgeting tools that include both custom and pre-built reports. The inclusion of predictive analytics and modeling, which merges loan origination system data with general ledger information, provides valuable strategic insights into profitability and overall performance, allowing organizations to better anticipate market trends and make informed financial decisions. Ultimately, Loan Vision empowers users to achieve greater financial clarity and operational efficiency in their accounting practices.

Description

The creators of PerfectLO recognized the need for a more effective method to kickstart the mortgage application process. Leveraging their deep expertise in the industry, they developed a comprehensive, interactive questionnaire that efficiently and intelligently poses essential questions. This innovation eliminates the issue of inaccurate loan applications stemming from assumptions or insufficient information gathering. It also eradicates the need for unnecessary credit inquiries and prevents the squandering of time and resources on loans that are unlikely to close. Additionally, it addresses the problem of overlooked questions that could lead to further documentation requests. PerfectLO, a cloud-based mortgage software, effectively tackles one of the primary challenges in the loan application journey: the inability to furnish the detailed information required to accurately portray a Borrower’s complete financial profile, ensuring a smoother and more reliable process for all involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure

Integrations

Microsoft Azure

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

Loan Vision

Founded

2006

Country

United States

Website

www.loanvision.com

Vendor Details

Company Name

PerfectLO

Founded

2015

Country

United States

Website

www.perfectlo.com

Product Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Product Features

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

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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