Complete customizable CRM with electronic signature, client portal, document builder and much more.
Send a advance and loan docs to multiple lenders at the same time. Track lender submissions with notes and submission statuses.
Manage a complete database of lending institutions along with contacts and underwriting guidelines.
Complete underwriting technology with multi-advance tracking, third party integrations with Decision Logics and Credit Report Resellers.
Insert merchant financials such as bank statements and credit card processing statements. See totals and averages.
Pull credit report data from all three agencies into the system from TransUnion and Universal Credit Solutions.
Pull Decision Logics reports right into the system. Refresh reports with one click of a button. Reports are stored in clients account for life.
Submit a loan or advance package to multiple lenders at the same time. Track all submissions with notes and submission statuses.
Manage all advances and business loan that you are participating in or syndication partners you have on your loans or advances.
Track commissions by percentage or amounts for all parties involved on a loan or advance. Brokers, underwriters, sales, ISO’s, syndication partners.