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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

Scout Data serves as an intelligence platform tailored for homeowners, specifically designed to assist sales teams operating within the solar, roofing, HVAC, and similar home-service sectors. By integrating property records with various buying indicators such as building permits, roof age, storm exposure, ownership transitions, and solar status, it enables teams to effectively pinpoint and rank properties. Field agents can access comprehensive property information, strategize routes and territories, and document door-to-door interactions through the Scout app. Additionally, call-center personnel can utilize List Builder to generate targeted homeowner lists, enhance them with verified contact information, and export them for dialing purposes. The platform features a property data API that supplies address-specific records and event signals for integration into other systems. Moreover, it provides a selection of prebuilt datasets alongside managed data delivery services; the features, credits for usage, and pricing structures differ depending on the chosen plan. Ultimately, Scout Data enhances the efficiency of sales operations in the home-service industry by streamlining data management and accessibility.

Description

Leveraging its extensive expertise in asset financing, Copernicus has introduced Solar, a comprehensive web-based asset finance platform. This innovative system encompasses a wide range of functionalities, such as CRM, Pricing, Credit Review, Administration, Accounting, Portals, Reporting, and beyond, empowering businesses to effectively oversee their operations from start to finish. Solar boasts advanced decision-making and credit scoring capabilities, complemented by a robust calculation engine. The platform proficiently handles pricing, income, variable rates, settlement calculations, and more, ensuring precision throughout the entire lifecycle of a contract. Solar's durability is evident in its ability to manage diverse payment structures and multiple drawdowns seamlessly. Additionally, it adeptly addresses complex cash flows, incorporating elements like commissions, maintenance fees, and insurance costs. Beyond being an intelligent financial services management tool, Solar's versatile features also enhance marketing efforts, making it an invaluable asset for businesses. With Solar, companies are better equipped to navigate the complexities of asset finance and optimize their operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

AutoGrid No 
FPS GOLD Banking Software No 

Integrations

AutoGrid Yes 
FPS GOLD Banking Software Yes 

Pricing Details

$99/user/month
Starter is $99 per user/month with annual billing ($1,188/year for one user); the iOS App Store lists Starter at $119/month. Pro is $199/month billed annually ($2,388/year) and includes List Builder and API access. List Builder enterprise plans and managed weekly data delivery are quoted for the team or volume.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook 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 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Scout Data

Country

United States

Website

scoutdata.com

Vendor Details

Company Name

Copernicus

Country

United Kingdom

Website

www.copernicus.co.uk/ProductsServices.html

Product Features

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management Yes 
Loan Processing No 
Online Application No 

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