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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

ReliaTerm, ReliaScan, and Co-Pilot collectively form a comprehensive messaging and reminder system, while the Dash "Owners report" provides crucial insights into point-of-sale transactions and customer relationship management. Additionally, the suite includes inventory control tools, product and pricing management, as well as detailed reporting on aged inventory and purchasing activities. It also facilitates barcode labeling and serial number tracking, enabling users to scan products upon receipt and during checkout. Essential reports such as transfers and moves needed, commissions, spiffs, and electronic submissions for ESC tracking help streamline operations. Moreover, it generates cash-out journals, accounts receivable aging statements, and customer deposit reports. The system effectively manages delivery dispatch and scheduling alongside various commission and inventory reports, including A/R and sales tax documents. Integration with general ledger and QuickBooks ensures seamless financial management, while drill-down reporting tools and export options to Excel enhance data analysis. Furthermore, its search functionality using Control-F and the vendor instant rebate program tracking contribute to a well-rounded operational efficiency. Overall, this robust system is designed to meet diverse business needs effectively.

Description

SERVICE SYSTEM - a newly developed loan software designed for Windows featuring a user-friendly graphical interface for point-and-click functionality, which includes tools for calculating interest based on both fixed and variable rates, generating customer statements, processing payments, managing aged receivables, and providing delinquency reports alongside customer notifications. Additionally, it offers features for notes and comments with follow-up triggers, as well as detailed collection reports and inquiry displays, ensuring that users have access to a complete loan account history from inception to payoff. The software also facilitates payoff worksheet calculations that account for prepayment penalties, assesses late charges, manages payment reversals, and generates 1098 tax forms, while enabling investor tracking with distribution payments and 1099 tax forms. Moreover, it seamlessly interfaces with loan origination systems, general ledger software, Excel spreadsheets, report writers, and custom applications, while supporting Credit Bureau reporting in the standard metro2 format. An ACH interface is included for automatic deposit of payments, and users can create customized, professional-grade color forms incorporating the company logo, remittance address, and contact phone number. Overall, this comprehensive software solution streamlines the loan management process for financial institutions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20 per month
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

Reliable Softworks

Founded

2007

Country

United States

Website

www.reliablesoftworks.com/reliaserve/

Vendor Details

Company Name

Twenty-First Century

Country

United States

Website

www.21stcenturycompany.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

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

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