Alternatives to The Loan Office

Streamline 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.

Bryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.

LoanAssistant 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

Peach Finance is an API-first lending technology platform that helps fintechs and financial institutions quickly launch and easily migrate lending programs. Peach provides a loan management system with more than 250 configuration variables, giving lenders the ability to stay nimble and adapt—even at scale. Peach also offers end-to-end, fully-integrated loan servicing capabilities. This includes payment processing, a white label borrower portal and a lending-specific CRM. Also included are omnichannel communications, data and insights, first-party collection tools, and Compliance Guard™. Peach's integrated suite of cloud-native products can be used to support virtually any asset class, including BNPL, credit cards, cash advances, personal loans (installments or lines of credit), retail installment agreements, business loans and novel constructs. Peach was founded by leaders from top fintechs like Avant, Affirm, and Prosper.

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.

ABLE 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.

Lincoln Data's Contract Collection System software package was designed for financial institutions that serve seller-financed mortgages, trust documents, and other installment notes. You can customize our packages to meet your business's needs. The Internet Inquiry Interface allows "inquiry only” access to loan data linked directly to your company website. It allows buyers and sellers to access their loan information via the Internet. This email service allows buyers and sellers to receive payment statements. It also greatly reduces postage, forms and labor costs. You can scan loan documents like deeds, notes, escrow instructions, and more. You can view, print, and retrieve loan documents directly from your loan account. ACH allows electronic transfer of payment and disbursement funds. ACH allows loan payments to be made electronically and eliminates the need to mail checks to sellers or banks.

Kwik 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.

Lendstream is the culmination of many years of intensive research and development. It supports all aspects of loan brokerage and lending. It is data-rich, flexible in control, and powerful in analytics. It is suitable for SME, Consumers, Mortgage, P2P lending, Crowdfunding. Facilitate loan origination from leads to funding using role-based automated, controlled workflow process. For better customer service, loan monitoring, and customer default prevention, you can use the built-in CRM system. Help customers choose the best loan option. You can use web and mobile applications to verify borrower identity and credibility, notify lenders, manage bidding, and facilitate the closing. Multiple business entities can use one integrated system that is easy-to-deploy and/or migrate from legacy software. International scaling is possible with the built-in support for Multi-currency and languages.

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.

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.

The Mortgage Office is the most trusted and highest-ranked lending platform in the US and Canada. Popular features include borrower/lender portals, online payments, text alerts, document scanning, Quickbooks interface, one click imports/exports, ACH/EFT, complete investor management including fractionalized loans, three different mortgage pool modules, gorgeous reports and so much more. Desktop or in the Cloud; the preferred system for Private lenders, non-profits, and municipalities.

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.

SERVICE SYSTEM – New Loan Software for Windows graphical point-and-click system with functions for interest accrual on fixed and variable rates. Customer statements and payment processing. Aged receivables, delinquency reports and customer notification. Notes/comments with followup triggers collection reporting and inquiry display. Complete loan account history from origination to payoff. Payoff worksheet calculations with prepayment penalty options. Late charge assessment and payment reverses. 1098 tax forms, investor tracking, distribution payments and 1099 tax Interfaces to loan origination and general ledger system, excel spreadsheets, report writers, and custom programs. Credit Bureau reporting in standard metro2 format. ACH interface for automatic payment deposits. Color forms that are professional looking and customized with your company logo, remittance address, and number.

All-in-one software platform for loan origination and loan servicing. Invoicing, loan accounting, and loan billing are all possible with this software. Payment processing and check/ACH to participants and investors (participation). As well as support for mortgage pool/fund management. LOAN SERVICING SOFT helps you increase your loan servicing efficiency and lending capacity. Easy to use, flexible, and scalable LOAN SERVICING SOFT can be used for all types of lending models, including private money, hard money, conventional residential real property and commercial real estate. Automated billing, workflow, and task management.

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.

Portfol, a fully-integrated portfolio management software that can be used by multiple users, allows you to manage economic development transactions across the entire project. Portfol can be used to manage loan servicing, demographics and T/A monitoring. It also includes project information such job tracking, financial statement monitoring or insurance monitoring, contact management and reporting. All in one system.

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.

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.

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.

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.

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.

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.

DownHome Loan Manager (DLM), is a loan-tracking software designed for community lenders. DLM was created to make it easier to manage your client relationships and focus your efforts on your borrowers. DLM makes it easy for you to manage your loan accounts, communicate effectively with clients, and report back to your funders. DownHome Loan Manager is flexible, powerful, and simple to use. The core system includes all the necessary features, but add-on modules can be added to meet specific needs. DLM makes it easy to post loan payments. It automatically calculates interest, principal, and fees. It tracks all charges and payments and provides this information on monthly bills to borrowers. The core system can easily accommodate changes in loan terms as well as non-standard payments and work-outs.

Note Dashboard is a cloud-based mortgage note and loan management system for lenders and financial institutions of any size. Note Dashboard is a mortgage loan servicing software that has a consistent and simple interface. Our dashboard offers powerful features at a low monthly fixed price. The software can grow with your business. Our loan servicing software streamlines and automates the loan servicing process, allowing your business to run more efficiently. You can quickly complete your daily operations, such as calling borrowers directly or generating custom letters. Note Dashboard offers a powerful set features to simplify your non-performing and performing loan and note management. For any questions, please don't hesitate reaching out to our dedicated service experts. One low monthly fee allows you to service unlimited pools and companies. There are no per-user fees. Accept partner investments easily Produce professional reports on-demand

The Loan Performer Version 8 will take your business to the next level. It provides better security, better reporting, and new services to your clients. Enjoy a first-class Management Information System that includes SMS banking, Biometric Fingerprint Scanning, WAN functionality and Internet Access for account holders. Loan Performer now offers a web application that can be used in conjunction with the Loan Performer desktop. It also uses the same database. You can now send your credit officer mobile phones or tablets to update Loan Performanceer from the field.

MORSERVw, 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.

GOLDPoint Systems origination software forms part of GOLDPoint's cloud based loan management suite. It covers all aspects of the loan lifecycle. GOLDPoint Systems origination software offers a variety of features that allow organizations to approve and fund loans quicker and better serve their clients. It allows online applications, eSignature Authorization, dealer, portals and automated text and email messaging.

FUNDINGO Loan Servicing software allows you to work more efficiently and have more control. Reduce paperwork, manual processing and poor oversight. Facilitate better renewal processes and don’t allow recurring deals to slip by the cracks. All the information you need to set up a loan and make it available for servicing is automatically transferred from underwriting. You can keep track of all deals that are available for renewal with automatic notifications and in-depth deal tracking. You can easily renew your deals terms based upon past performance with pricing options. Fundingo Loan Servicing software simplifies the complicated aspects of loan servicing. Automate fees, manage disbursements and create revenue recognition options.

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.

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.

F2B 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.

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.

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.

eCheckTrac, the web's leading software solution for cash advances and payday loans, is the best. Whether you own one store or a large chain of stores, eCheckTrac gives you the tools you need to run your business efficiently from anywhere in the globe. eCheckTrac makes it easy to manage Auto Title Loans, which are closely related to Cash Advances and Payday Loans. It's no surprise that Vehicle Title Lenders can take advantage of many of same features as Installment Loans and Payday Loans. Installment Loans from eCheckTrac allow you to offer your customers almost unlimited payment options. You can create unlimited consumer loan programs with the comprehensive administration. eCheckTrac provides full support to those who operate under the CSO Model or "Credit Services Organization Model". CSO-specific reporting and full support for Advances Title Loans and Installment loans.

Software 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.

Software for professional amortization that is simple, precise, accurate and reliable. Access to your amortization schedules can be shared with your team, clients, and partners so everyone is up-to-date. Precurra Amortization software allows you to work from anywhere. Information wherever you are, when you need it. There's no need to be tied down to your desk. Precurra gives you fast, accurate, precise information. Precurra Amortization software allows you to work from anywhere. Verify loan balances, and print payment schedules. Structure/restructure loans to minimize loan loss reserves. Calculating "What if" scenarios requires that you determine the best loan structure. Calculate officer notes for multiple loans and payments. Mobile and tablet devices allow you to view and edit your schedules. You can view/manage all your schedules from a dashboard. You can track the history of changes to your schedules in the cloud. Automatic backup of cloud data files

Shaw Systems offers a state-of-the-art loan management solution. We are a respected leader in this space with over five decades of experience. Our solution manages every aspect of the servicing life cycle through customer service, delinquency management, recovery, and placement. Our fully integrated loan servicing system offers seamless support for the needs of the borrower, dealer, internal staff, and management. Shaw supports a variety of consumer loan servicing software products. Our products have integrated features to automate processes and navigate the dynamic credit landscape. We support loans, lines of credit, direct/indirect, floor plan, commitments, securitization, and insurance products.

No matter how many loans you close per month, 50 or 5,000, OpenClose's LOS and native mobile app allows your Loan Officers to improve efficiency and reduce costs. OpenClose will help you open faster and close smarter. LenderAssist™, the OpenClose LOS, solves the problems banks, credit unions, and mortgage lenders face with today's commercially available loan origination software. The result? OpenClose is being used by more banks, credit unions, and mortgage lenders than ever before. OpenClose understands the challenges you face when operating a mortgage business in a tight, profit-driven and regulatory-intensive environment. We can help you overcome these obstacles and achieve a higher ROI. Our software is 100% browser-based and omnichannel.

VeriLoan offers an end-to–end loan origination, servicing and collection platform on a single platform. It also provides a flexible, process-managed approach that supports fully customized loan origination engines, helping to improve customer experience. Benefits. Benefits. VeriLoan has a powerful rule engine that streamlines loan origination and servicing. This allows financial institutions to improve their business processes and reduce costs. The tailored rule engine competence helps to efficiently define business rules that govern who is responsible for each task in loan servicing and origination. Automated loan origination system reduces time to process loans Digitalization and automation of the entire process cuts down on inefficiency and minimizes the chance for error

Delfin is a fully customizable, onsite loan management system. Delfin can be used to manage loan documents, contracts, authenticated collections, card payments, credit bureau account updates, credit checks, and other financial information. Innovation that matters. We help our customers achieve their business goals by implementing and orchestrating technology, and the services required to manage it in the back-office and front-office in an efficient, efficient, and economical manner.

LoanLogics IDEA™, Services and IDEA™, OnDemand are able to extract and classify loan documents using advanced machine learning and sophisticated algorithms. Our mortgage document processing services combine rules-based automation with human operator workflow to ensure accuracy at the enterprise level. Lenders can eliminate production bottlenecks with our in-line, real time document processing technology. Documents are processed in seconds. LoanBeam®, Automated Income Calculation and Analysis technologies validate income sources from any source, provide rep and warranty relief for self-employed income calculations, and transform complex tax returns, highly variable paytubs, and W2s into consumable information points to automate and modify income computations. LoanBeam technology allows users to focus on compliance, improve workflow efficiency, and reduce risk.

The loan modification software and short-sale software platform include a complete library of industry forms for loss mitigation. These forms auto-populate in the software as well as HAMP RMA, 710 form, lender loan modifications packages, 4506 T, Hardship Affidavits and 3rd party authorizations. A software system that allows for the continuous updates of case statuses among all staff members is essential for many law firms that specialize on foreclosure defense. Our foreclosure defense software will automatically generate legal documents such as retainer agreements, motions, etc. that are specific to the industry. The built-in calendar stores all important court dates, filing dates and sale dates that the entire staff should be aware of. We have included the fields necessary to track and process bankruptcy files. These include the income, expense, liability, and filing dates.

Equiniti Credit Services provides a complete, end-to-end loan servicing platform that allows banks and financial institutions to offer unparalleled depth in a single, integrated, scalable system. Our digital offering supports a wide variety of lending products, including asset-based, secured, and unsecured. It also services the entire loan lifecycle. Equiniti Credit Services is a leader in the UK's digital approach to loan functionality. It focuses on automation and customer self-service while embracing modern architectures. It is built on the Microsoft web stack and allows connectivity between enterprise components and its wide range of loan management services. Equiniti Credit Services provides a consistent approach to compliance, ensuring that all customers are treated equally in accordance with FCA regulations.

Self-Serve Borrower Portal Online real time borrower portal allows borrowers to manage their loans from any web browser or their mobile phone. You can now offer better customer service and reduce your labor costs. Fully automated system calculates all fees and supports multiple loan types, including installment, title, and refinances. Borrower Portal fully customizable with the logo and look of the lender to increase brand awareness and customer loyalty. All disclosures, EFT and applications can be signed electronically. Digital notary option ensures complete esign act compliance. Complete Online Loan Lifecycle Management Package includes websites, email marketing, integration to store database, and integration to website. Everything you need to go online. The New QuikDraw API makes it easy to integrate to the customer and 3rd party databases. The Underwriting module allows for easy underwriting via many 3rd-party credit bureaus.

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.

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.

Defi SOLUTIONS is an innovative and intuitive Loan Origination Software (LOS), that allows lenders of all sizes to meet client and business requirements. Defi SOLUTIONS LOS is fully web-based, scalable and reliable. It allows lenders to streamline their processes from app entry to funding and booking, as well as the ability to modify rules on demand.

Do not settle for a "base model" loan servicing program that doesn't offer all the features and benefits you need. Trakker™, comes fully loaded with all these functions, and there are no hidden fees or charges! Other software companies may require you to purchase the base function software, and then charge additional fees for features that should already be included. Trakker™, comes with all the functions you need from your servicing software. You can test it without any obligation and at no cost. If you like what is on the screen and want to purchase it, please let us have your contact information so we can provide "Your Total Loan Servicing Solutions!"

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.