Best Portfol Alternatives in 2024
Find the top alternatives to Portfol currently available. Compare ratings, reviews, pricing, and features of Portfol alternatives in 2024. Slashdot lists the best Portfol alternatives on the market that offer competing products that are similar to Portfol. Sort through Portfol alternatives below to make the best choice for your needs
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Mortgage Automator
Mortgage Automator
185 RatingsStreamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. With Mortgage Automator, you can simplify your lending operations and focus on driving growth. -
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ABLE Platform
ABLE Platform
1 RatingABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise. -
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LoanAssistant
Integrated Accounting Solutions
$999 5 RatingsLoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial -
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Software to track and manage the payments and balances of any type of loan or lease. You can manage hundreds to thousands of loans by creating customizable reports and statements. Our AutoPay system allows you to access your loan online and make electronic payments (only for US banks). Very affordable. You can download Moneylender and it will run as a demo until you buy it. Email and phone support, forums, integrated User's Guide, support forums. Moneylender is here to help you get the most out of it all.
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BNTouch Mortgage CRM
BNTouch Mortgage CRM
$69 19 RatingsBNTouch Mortgage CRM offers a complete digital mortgage system, CRM, marketing, POS, and CRM that provides a platform for mortgage companies and loan officers to grow their business. These Features: - SMS and Email Marketing Automation - Lead Distribution and Management - 35+ Exclusive Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Materials - Customized video marketing - Curated Social media Content - Integrated with LOS Outlook, Zapier, Zapier, and Other - And Much More Call Us Today! Call Us Today! -
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GMS Revolving Loan Servicing Software provides one of the most powerful portfolio management tools available. It can handle almost any loan program and provides complete reporting capabilities as well as the day-to-day management requirements. GMS Revolving loan Servicing software is the best and most affordable way to organize loan portfolios for micro-loans, economic development, and community development loan programs. GMS-RLSS records loan transactions and maintains loan profiles. It also meets reporting requirements for federal and state programs. GMS-RLSS was specifically designed for organizations that need to keep track of information from different funding sources, even multi-funded loans. Easy recording of repayments and disbursements is possible and loan-to date histories can be retrieved instantly.
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CreditOnline
CreditOnline
2 RatingsCreditOnline is an integrated software platform that manages loan business operations. It enables organizations to connect and integrate all parties in a state of the art lending ecosystem. Our solutions were developed in close collaboration with software developers and lenders business professionals who have more than 10 years experience in fintech. It is a great fit for retailers, alternative lenders, and financial institutions. Our future-proof technology and trusted partnerships make it easy, fast, and cost-effective for you to expand your services and increase the number of clients. This will allow your business to grow and reinvigorate at any stage of its business life-cycle. CreditOnline is the best choice for enhancing such business activities like Loan Origination, Leasing and Refinancing. -
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Kwik-Loan
Emphasys
$95 per monthKwik Loan Loan Servicing & Origination is simple to use. It provides a secure platform that can handle all your loan servicing needs. This software allows lenders to simplify the loan servicing and debt collection process. This powerful servicing software allows lenders create and manage loans for customers. It also includes integrated billing and payment features. You can automate and manage your loans' servicing with features like TILA generation and ACH processing (debits and credits), payment reminders and ROI tracking. Equip integrates with Kwik Decision to provide a loan underwriting module which can electronically make credit decisions. You can either use a standard scoring module, or create a custom solution with the help of one of our credit specialists. -
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MORSERVw
Butler & Associates
$200 per monthMORSERVw, a web-based mortgage loan servicing system, is available for Windows and Mac users. It is designed for residential and commercial loan management. This product is the next generation in reliable and dependable MORSERV. It has been servicing loans for many mortgage banks since 1983. The system includes Amortization Schedule Preparation and Investor Reporting. It also has Cash Receipts and Escrow Disbursements. Escrow Analysis. 1098's and History Statements are some of the other features required by long-term or interim mortgage loan servicing agencies. This software was designed and developed with the goal of providing users with an easy-to use, accurate, and efficient way to manage their daily record-keeping tasks as well as their loan portfolios. MORSERVw, unlike many other servicing software available today was designed to work in the Windows or Web environment. -
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Elysys Loans
Elysys
Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps. -
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vFinance
vFinance
vFinance, a Belgian fintech company, specializes in back office management software and outsourced services for loans and other insurance products. The vFinance platform allows for automated product management throughout the entire contract life-cycle. This includes accounting, regulatory, reporting, and commercial requirements. More than 20 successful projects have given rise to deep migration experience. Everyday efficiency is achieved by converting business processes directly into accounting entries. Reversible transactions are a sign of operational excellence, taking into consideration all legal, regulatory and accounting principles. High regulatory compliance standards, including full audit trail, logging, and incorporation de 4-eyes principles. Platform robustness is achieved through operational and development excellence. Product evolution and innovation can be made possible by flexibility and parametrization. -
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PCFS Solutions Loan Manager
PCFS Solutions
Loan Manager is a powerful servicing, reporting and remittances tool that manages the entire loan process, from boarding to payment. This robust application improves loan servicing efficiency by streamlining data entry, and loan accounting calculations. Loan Manager eliminates the need for cumbersome spreadsheets or deficient systems that are complicated to create and are prone to errors. Loan Manager's strengths include its loan accounting capabilities. These include participations, tracking good-fait deposits, non-accrual shadow accounting, REO, and charge-off shadow accounting. The application can seamlessly backdate subsequent transition activity and automatically recalculate it. Loan Manger also has the ability to provide real time reports on any monetary transaction. This allows you to have reliable and immediate information without waiting for long processing times. -
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Precision LM
SS&C Technologies
Commercial lenders are constantly looking for ways to improve their loan process efficiency, increase profitability, and reduce risk in today's highly competitive market. Precision LM is a single database that manages all aspects of commercial loan management, from initial request to final disposition. Precision LM improves your results. It manages all aspects of your loan process - prequalifying loan requests and processing commitment processing. Loan disposition, servicing, accounting - all from a single database application. Streamline originations. The origination component reduces the time it takes to make a decision and close the loan. It also ensures consistency in underwriting. Servicer component simplifies servicing: This component supports a fully integrated contact system, reduces risk through tracking of portfolio and relationships, and increases servicing capabilities without additional staff. -
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Charge-off Loan Tracker
Lowenstein and Associates
It can be difficult to track down and collect a bad loan. It may be out of your sight, but it should not be out of your mind for your bottom line. The Charge-off Loan Tracker, (COLT), makes it easier to deal with bad loans. Since 1987, COLT has been helping financial institutions collect and manage those pesky charge offs. It's so simple to use that you'll be amazed! It tracks unpaid balances, accumulates interest, accepts new payment terms, generates reports for boards, and many other useful features. COLT can help you collect if there is a chance. COLT makes it easy to revive bad loans, so you can focus on more profitable tasks. Tracking principal, interest, and fees. There are many accrual methods. Transaction-based accounting. Flexible modification repayment terms. Borrower correspondence and invoicing. Complete shadow accounting. 1099-Cs, with automated interface to IRS Documented audit trail. Robust reporting engine. -
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Rabbet
Rabbet
Rabbet makes it easy to manage project finances, whether you're a real-estate developer, construction lender or equity partner, and even a service provider. Monitor, standardize, and centralize construction finances. Rabbet is used by industry leaders to manage construction finances, draw, and documents across billions in commercial real property. Reduce the time spent looking through emails, spreadsheets, and other documents. All the important information is in one place. Proactive error detection alerts you immediately to any incorrect data, missing documents, or compliance violations. You can instantly see the status of each project by centralizing all your documents, data and workflows. You can efficiently review draw requests, monitor construction loans, and analyze data across the entire portfolio. You can manage construction finances for all projects from one place, so you always know where they are. -
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REALSynergy
Altisource Solutions
Real-time processing of cash or shadow receipts, and disbursements, for borrowers, investors and additional servicers, via ACH file creation and lockbox payment processing, multiple loan payment processing, and bank account reconciliation. Track multiple properties per loan, UCC financing statement, operating statements and property inspections. Property inspections, detailed property characteristics. Lease information, appraisal information, letters to credit and certificates of deposit. Work with unlimited escrow/reserve/holdback accounts and related bank accounts while providing detailed escrow analysis reports, critical date reports, allocation of interest earned and scheduled tax and insurance payments. -
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LoanXpert
Sydel Corporation
Standardizing and centralizing loan documentation and covenants can help you save money, reduce exposure, and improve the quality and value of your loan portfolio. Financial institutions can use LoanXpert to reduce the number and severity of exceptions, decrease loan loss risk, and lower client servicing costs. LoanXpert is a flexible tool that allows you to secure monitor policy, compliance, and exception management across all lines of business. It uses a proprietary workflow engine from Sydel Corporation. The financial institution can automate the administrative and relationship management aspects for loan portfolio management. This database allows for the loan pre-approval workflow, which includes over 15 steps to complete each step. Upload and/or entry of loan details, covenants, and other loan administration items. Loans are rated according to the same criteria used by regulatory agencies. -
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Benedict Group
Benedict Group
All your loan applications can be created, managed, and tracked in one place. It all comes together with user-definable checklists, loan approval workflows and tracking documents and images. You can also transfer to servicing with just one button. You can configure your software for commercial mortgages with incredible flexibility. You can service your commercial mortgages, participation and construction loans, loans with multiple escrow accounts, complex asset management requirements, and many other loans. With in-depth analytics and a complete financial record, managing your loan accounting is made easy with a user-defined GL interface. A variety of standard reports are available, as well as an easy-to-use reportwriter. Investor reporting is made simple with complete access to your data. We can help you with all your loan management reporting needs. -
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HES FinTech
HES Fintech
1 RatingSoftware for managing loans for traditional and alternate lenders, such as banks and fintech companies. The HES platform covers all stages in the loan lifecycle. - Loan origination - loan underwriting - collateral - Loan servicing HES offers a wide range of loan software, including P2P/POS, commercial lending, brokerage, and leasing. We offer: -- 20+ prebuilt, customized modules in the HES Core™. -- Short time-to-market: under 4 months -- Predictable costs: no pay-as-you-grow pricing Transform your legacy financial software and start a new business in a matter of months. -
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Intro XL
Intro Online Systems
Intro XL can help you track, recover, and report on your title loans portfolio. Title lending can be complex and time-consuming. We can help you streamline your operations. We care about your payday business. Our payday loan software is proven to be a great tool for our customers in store. Don't believe everything we say. Listen to what our customers have to say about us. Intro XL offers a wide range of loan products with the compliance to back them up. Intro XL can help you jumpstart your online payday business. Our turn-key solution includes everything you need, from website development to an online payday loan platform. Intro XL is a pioneer in the installment loan software industry. Multiple loan products can be created with different pricing and payment frequency. Our installment software was designed for payday loan businesses. -
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Contract Collector
Graveco
Contract Collector v5 by Graveco Software, Inc. automates your entire installment loan servicing process. Contract Collector is a comprehensive software that can manage all types installment loans, notes contracts, mortgages, deeds and trusts, as well any number of clients, contracts and payments. The entire process is simplified, from entering new clients, companies, and contracts to printing client statements, deposit slips and coupon printing. Banks, auto dealerships and finance companies, as well as private investors, can use Contract Collector to track installment payments. It is cost-effective for large organizations to automate loan collection. Contract Collector is the best option for loan servicing for organizations of all sizes. -
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CashTrax
CashTrax
Fully automated reconciliation solution that automates and standardizes your account reconciliation process to produce accurate and real-time financial statements. A summary view of all real-time data, reconciliations with relevant states, breaks by age and interfaces, notifications, reminders, and notifications. For automated reconciliations, customer-specific templates, matching rules and files interfaces are available. Effective break management is also possible. Manage reconciliations between custodian accounts, internal accounting systems, funds, and legal entities. Leaders can monitor and evaluate performance continuously to drive process optimization through the use of a combination data. Process standardization, embedded controls, real-time dashboards, accounting, and finance. -
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Clay
Clay
$2,750 per monthClay's powerful debt line and lending stack can be used to provide your customers with a seamless, brand-aligned, borrowing journey embedded in your platform. Clay's prebuilt UI components can be customized to match the look and feel your platform. Clay provides everything you need to provide a complete credit experience to your customers without relying on external sources. We take care of all regulatory responsibilities for your mortgages and loans. Underwriting models that are tailored to your needs, ensuring balanced credit decisions. Instant access to debt capital with clear KPIs that help achieve leverage. APIs that are easy to integrate, allowing for a streamlined account management and collection process. Robust compliance systems that ensure your credit operations are compliant. Automated portfolio performance reporting, enabling clear data insights. Clay allows you to monitor loan tape data in real time. Your dashboard allows you to track borrower behavior, loan performances, and repayment trends. This data-driven approach will enable you to make prompt decisions. -
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Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.
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Third Eye
Third Eye Solutions
Premium Finance Software does more than just billing and quoting. It is an enterprise loans management software that provides cash management, receivables monitoring, income monitoring, client servicing and compliance, as well as financial reporting. An enterprise-grade solution that is specifically designed to manage the workflow and situations associated with healthcare payment plans will give you peace of mind. Our platform was specifically designed for Realtor Commission and Commission Advances. It focuses on reducing overhead while maintaining a strong relationship with your clients. One platform that connects service providers, carriers, clients, and dealers. We offer customized payment plans, service the contract, and keep you in control of your business. Third Eye Solutions is a leader in the industry due to its industry knowledge, state of the art technology platforms, and ability guarantee rapid speed to market. Our commitment to our customers is unmatched! -
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Mortgage+Care
Consulting Plus
Consulting Plus' mortgage servicing software, Mortgage+Care, is designed for small, medium, and large commercial lenders as well as nonprofits, banks, and other economic development organizations. Mortgage+Care is available as a cloud-based and on-premise solution. It automates the entire lending process and allows users manage different types of loans such as term loans, lines of credit, interest-only, amortized loans, fixed or step-rate loans. The key features include loan servicing, loan origination trust accounting, investor support and collections, fund management, reporting, and fund management. -
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The Loan Office
Applied Business Software
$249.00/month The Loan Office is a low-cost loan servicing software designed for small lenders. The Loan Office is simple and easy to use. It integrates seamlessly with Microsoft Office and QuickBooks. The Loan Office allows users to service their own loans or service loans for others. -
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The Nortridge Loan System
Nortridge Software
Nortridge Loan System, a flexible, enterprise-grade software that allows users to service, collect, report, and originate a variety of loan portfolio types. This loan service solution allows organizations to easily create flexible loans, support multiple product lines and expand into new markets. The core components of the Nortridge Loan System are servicing, collections, and customer relationship management (CRM). Core modules include Escrow and Multi-Book Accounting, Participations and Client Web Portal. -
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Loan Blaster
NBFC Software
Banks and non-banking financial corporations (NBFCs) offer almost identical services to customers. The only difference between NBFCs and banks is that NBFCs cannot issue demand drafts or self-drawn cheques. Cyrus provides a top-of-the-line NBFC Loan Management Software to manage all of the Loan Related Operations required to run a NBFC. Our Brand is Loan Blaster (a Loan Management Software). Cyrus offers fully secured web-based Loan Management Software that can be used for all types of Loans. Users can create a paperless loan and file further for Loan Approval online. We cover the entire life cycle of a loan Management such as: Loan Product definition, Loan Amount Calculation and Billing, Processing of Loan Accounts, foreclosure and termination. -
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HDS Loan Servicing System
Housing and Development Software
Loan Servicing Portfolio Management can be used to manage multiple loan amortizing or non-amortizing products. This HDS product is unique in its ability to manage a portfolio that includes both traditional and non-traditional loans. The HDS Loan Servicing System is available as a standalone product or as part of the HDS Enterprise Solution. This system allows agencies to track important loan information such as borrower, coborrower and property. It can also be integrated with third-party software. The system flow is designed to be easy-to-use and all information is readily accessible. The HDS Loan Servicing Management System has customizable views that allow users to sort, query, and display information on many loan fields. This allows the agency's to quickly report on and group data from the loan portfolio. The software can capture all borrowers and co-borrowers as well as entities or organizations as borrowers. -
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F2B Loans
Mainsys Engineering
$10000 per monthF2B Loans Comprehensive solution for all financing activities. F2B Loans, a web-based software solution that manages the entire Front to Back loan acquisition process and management, is available. It's a complete loan servicing platform that allows banks and financial institutions offer the complete set of loan functions in one integrated and scalable solution. All types of private and professional loans are covered. The entire loan lifecycle can be covered. Each loan request has its own global lifecycle. This can be summarized as: Simulation, Encoding request and Scoring, Analysis, Decision, Document generation & Signature, Back-office management. Each of these stages can easily be broken down into sub-stages, which can be parameterized in our F2B Loans Solution. -
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LendFoundry
Sigma Infosolutions
LendFoundry, a SaaS platform that has won numerous awards, offers tools and accelerators for lenders to manage the digital lending lifecycle. LendFoundry Loan Management System features Loan Origination System and Loan Servicing System. It also offers new-age features such as customer management, compliance reporting and authentication, security, AI credit scoring, marketing, and security. Our SaaS model reduces startup costs and the AI-enabled platform helps identify priority accounts, create risk profiles, and recommend interest rates to maximize your margins. It provides a single view of your customers' loans, payments, and statements. It is possible to implement the entire solution or only the parts that make sense for your business. Flexible enough to automate underwriting and configure back-office workflows for manual verification processes. Log all activities using an intuitive, easy-to-use interface. -
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Canopy
Canopy
Canopy is a secure, compliant loan management software that eliminates the limitations of legacy software. It is the most flexible platform API for loan servicing and management. The platform supports custom product builds with flexible building blocks that can be used for a variety of uses. Canopy supports multi-product capabilities, real time processing, account-level policies and callback automation. It also offers dispute and reversals, realtime statements and more. Canopy is part of an ecosystem that modernizes money transfers and debit cards. Canopy connects to the best-of-breed technology partners and provides end-to–end solutions for all types of financial products. Canopy helps improve the borrower experience by offering next-generation credit and lending products. -
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eLendingPlatform
SB Technologies
Traditional software systems are not suited to the dynamic and fast-paced loans market. They can be tailored to fit a particular business or completely "off-the-shelf" and not personailized to your business's needs. Our eLending Platform solution offers a radical change. Our eLending Platform is a revolutionary alternative to the slow and expensive solutions of the past. It combines the best of custom software with the cost savings and efficiency gains that off-the-shelf options to offer a completely new way to manage your loan business. This all-in-one Loan Management Software was designed by senior online lending professionals and marketing specialists. It can be used to manage any loan product that you may want to offer, now or in the future. Contact our team today to arrange a fully interactive demonstration and let us show how we can transform loan business with minimal fuss, time, and expense. -
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Scorto Loan Manager SME
Scorto
Bad debts are more expensive for SME debts that for retail loans. Scorto cannot provide assistance for this, but it is important to use your skills efficiently. SME loans should have lower operational costs and be more efficient. The tough competition in the SME market requires continuous credit strategies improvement and proper performance measurement. Automated processing of SME loan applications Risk-based pricing. Credit risk assessment throughout the loan lifecycle. Companies scoring, rating, and segmentation. Evaluation of payment dynamics, credit risk assessment, and estimation of PD and EAD, as well as other parameters necessary for calculating RWA (Basel 2). Cross-Sell/Up-Sell decision support. SME lending can be managed by business rules/process management. Automated re-evaluation and re-evaluation for default risk and financial ratios in SME analysis. -
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Built
Built Technologies
Built gives the construction finance industry the tools it needs to make better spending and lending decisions. Streamline processes, increase efficiency, and improve construction payments. You can gain real-time visibility of your construction portfolio and simplify the loan administration process. Built's collaborative platform streamlines the flow of money into projects by eliminating siloed processes and manual processes. Maximize productivity and reduce risk while increasing job revenue. Built's products and services for construction make smarter financial decisions, which accelerate the process of expediting builds. Built is trusted by more than 150 North American lenders as well as thousands of general and special contractors, who work together to transform the communities we live in. The numbers don't lie. -
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Strategic Link Loan Management System
Strategic Link Consulting
TranDotCom(sm), the technology behind Strategic Link's industry-leading advanced loan management system (LMS), is used by Strategic Link. The core software platform offers essential services and technologies that are crucial to successful lending online, in storefront, or multi-channel. This robust business engine provides enhanced application capabilities through integrations. It offers a complete, turnkey transaction administration solution with unparalleled data views and on demand reporting capabilities. End-to-end loan servicing solution that lowers risk, allows you to leverage new channels, and captures returns. Through loan servicing, provisioning, and underwriting automation, you can increase efficiency and lower costs. To identify fraudulent and high-risk applications, assess customer risk and implement underwriting strategies. -
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Savings Plus
Future Link Technologies
$2000 one-time paymentSavings Plus(c), a Banking software, handles all banking transactions (deposits and withdrawals), and many other records for Microfinance Institutions, Village Banks, Wholesale Microfinance Institutions, MFIs), Savings and Credit Co-Operatives. It includes eleven modules (Savings. Shares. Loans. Chart of accounts. Expenses. Fixed Assets Registry. SMS Banking. Receivables. Investments. Payables. Income). These modules make it easy to manage and track savings and loans. There are also other modules that make Savings Plus even more user-friendly. Future Link Technologies (FLT), an Information and Computer Technology Company based in Uganda – East Africa, has Research and Development as its core business strategy. FLT has been involved since 2005 in the provision and support a fashionable Banking Software for Microfinance Institutions (SAVINGS) and Credit Cooperative Societies. -
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Infinity
Constellation Financial Software
$5000 per monthInfinity EDGE or ASSET provide full financial functional support. They can be delivered as a single solution or as a whole on an enterprise-wide basis. Infinity can be used as a stand-alone software solution or can be integrated with existing packages or custom origination solutions. Infinity offers a variety of options to manage all aspects of the asset lifecycle, from origination to termination. Our software can manage a wide range of financial products including leases, daily-interest loans, revolving credit lines, and many other financial products for leading financial institutions, leasing firms, and equipment manufacturers. -
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Vergent
Vergent Loan Management
The most comprehensive lending solution available, covering all aspects of the loan process, from loan origination through servicing. It can be customized to fit any industry and is suitable for any type of loan product. Robust reporting; custom loan modules; integrated partner features; customer portals, dealers and retail; and all the compliance tools you need in order to lend confidently. Vergent is your Fintech partner. We offer the cloud-based SaaS technology and great customer service that you need to succeed in business. Vergent was founded by former lenders and is now managed by them. Our team has the operational experience required to satisfy our lender clientele. We understand the challenges and created this company to address them. We offer the most scalable lending solution on the market, for all sizes of businesses, including large multinational digital leaders. It works! Ask our clients. -
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Lendisoft LMS
Lendisoft
Our software supports the Potential Delinquency collection method, which is used by enterprise-lenders to increase month-end collections by up to 30%. As the basis for assigning risk grade (A-E), we use Net Balance at Risk (NBAR). This is powered by six scoring models. Based on past activity, our software calculates the best time for a borrower to contact them for each phone number. Your right-party contacts will increase and your portfolio will be less likely to receive calls. Intelligent sorting algorithms allow our smart work queues to adjust each agent's worklists. If a customer fails to pay their bill on time, the account will be at the top of your list. Our software assigns a risk score to each loan so you can assign the most difficult accounts to your top collectors. Our reporting package will help identify your top collectors. Based on account stage and borrower response rates, our software will recommend the best course of action. -
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FinnOne Neo
Nucleus Software
FinnOne Neo is the next generation of lending solutions built on an advanced technology platform. It is designed to change the future of lending in the Retail, Corporate, and Islamic sectors. The multi-channel solution digitizes the entire loan lifecycle, from initial contact with customers to helping to make better credit decisions quicker to comprehensive loan servicing and sophisticated debt management. FinnOne Neo was created to address the challenges of providing efficient and agile solutions while reducing costs. FinnOne Neo has been implemented in 50 countries and has been the best-selling lending solution worldwide for more than 10 years. FinnOne Neo is compatible with both cloud and on-premise deployments. It can be quickly deployed in partnership with top cloud providers without requiring significant upfront capital expenditure. Cloud deployment allows for flexibility and scale while optimizing costs through pay-per-use models. -
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Mortgage Servicer
FICS
Mortgage Servicer®, a user-friendly software tool, automates residential servicing operations. This includes payment processing, investor reporting and custodial accounting. It also allows for imaging, report writing, and custodial accounting. Loan servicers need flexibility when posting complex financial transactions. FICS®, with this in mind, has developed the most comprehensive set to allow easy posting of many types of fees and payments. Mortgage Servicer®, has the solution to speed up payment processing. Users of Mortgage Servicer®, enjoy the highest level escrow administration automation in any servicing system. Mortgage Servicer® makes it easy to automate unusual due dates and unrelated due dates that were previously difficult. Mortgage Servicer®, which is a flexible and comprehensive investor accounting tool, provides you with the best. With the help of participants or security holders, you can create hundreds of investor reporting groups. -
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Kredible
Konekt
Kredible can transform your business. It will increase efficiency, reduce costs, and allow you to launch new products easily with our cloud-based Microfinance System. A proud Sri Lankan Product! The Kredible Microfinance System is flexible and can be scaled to meet the needs of your borrower base! Kredible uses global security and safety best practices to ensure uptime of over 99.9%. Kredible Mobile App for your field officers will help you improve the efficiency of your loan officers and increase outreach. Management can make informed and faster decisions based on real-time data. Kredible Microfinance System offers full set of financial reports that can be automated with manual journal entries, minimizing and minimising paper trail. Kredible Microfinance System supports all methods of individual and group clients. -
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Construction Lending For Windows
Weston & Muir
Construction Lending for Windows (CL4W), a system for managing construction loans and controlling funds, is designed to meet the needs most construction lenders. CL4W's capabilities are comparable to or better than other systems that cost a lot more. It is simple to use and learn. Pull-down menus and speed buttons allow you to select operations and reports. Payees can also be found by name, even if misspelled. Our point-and-select record collection method makes it easy to find the information you need. You can reduce fund control accounting problems and provide better service. You can access the most current information and respond to inspection requests and voucher requests. Client-Server SQL database provides the highest level data integrity, low licensing fees, and very low maintenance requirements. This is a real client/server database that does most of the application processing on the servers. -
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Covarity Solution
Covarity
Covarity is a leader in post-origination commercial loans monitoring and analysis solutions. It helps working capital lenders monitor their commercial loan portfolios and improve their performance. Covarity provides a platform that streamlines, standardizes and automates the collection and analysis borrower financial information. This allows customers to grow their businesses and maintain a 360-degree view of their portfolios. Covarity can monitor small- to large commercial loan portfolios, requiring frequent and thorough reviews of collateral and financials. Covarity gives lenders the information and control they need to grow their portfolios profitably. Our new module will allow you to retrieve crop and livestock information from your borrower. This will help you take control of your credit risk exposure. -
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Loandisk
Loandisk
$30 per user per monthCloud-based lending software that is safe and easy to use. All your customer loans and repayments can be managed in one place. You will spend less time on admin and more time growing your company. View loan details, including repayments, loan terms and collateral. You can also view files and comments. You can also print loan statements or schedules for your borrowers. You can also set loan fees, grace periods, and penalties. A single page shows a snapshot of the loan. You can also send SMS to the borrower. You can create a savings account for your borrowers, and add transactions such deposits and withdrawals. You can also print a savings statement and give it to the borrower. Depending on the savings product, the system will automatically add interest into your savings account. -
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TaskSuite
TaskSuite
The complete loan management and processing system. TaskSuite combines loan origination and loan management into a unified source of truth. This allows your team to save valuable time and make better decisions. TaskSuite automates and streamlines the entire loan processing, making it simple to manage and track all loans from the first day to their close. TaskSuite’s all-in one platform puts control at your fingertips. Whether you want to use the entire suite, or just one of the award-winning solutions, it is easy to manage and track loans from day zero to close. -
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The Loan Navigator
The Loan Navigator
Excessive lender analysis of borrower’s concept with limited analysis on borrower’s financial information. Over-reliance upon historical net income rather than projected net income. Inadequate follow-up after loan closing to ensure receipt and documentation. Upload the Loan Application after approval and funding to document systems such as LaserPro by Harland Financial Services. Identify the Volumes and Responsibilities of Outstanding Loan Documentation Exceptions. Loan Comment Review provides valuable protection against disputes by providing a clear history of loan processing interactions. To promote a team-oriented work flow, create custom reports and documents in a shared environment. -
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Applied LMS
Applied-Ai
$800Applied LMS is a cloud-based platform for loan servicing that will revolutionize lending. The platform is tailored for loan agencies and simplifies the entire loan process from seamless customer onboarding through to efficient loan processing. Managing your loans has never before been easier. Its embedded ticketing module and interactive chat provide your customers with first class support and service.