Invoice Factoring CRM software dedicated to the business finance industry with tools for the factoring company.
If brokering a deal package up an entire loan package and submit to several direct lenders at the same time. Track each submission.
Approved E-Sign technology that entertains multiple signers, touch screen signing, and auto population of applications and contracts.
Price Branded client portal out of the box where clients can see their e-signed documents, payments they have made, and can upload into the CRM.
Input daily average balances, total deposits, NSF’s, withdraws, ending balance along with credit card processing statements.
Pull FICO and other credit report data from resellers and directly from TransUnion. Other integrations are coming soon.
Pull Decision Logics validation reports directly into the platform along with the ability to refresh those reports at any time.
Package together an advance with multiple documents and submit to several different funders all at the same time.
If you are participating or have brokers participating with you, track each advance and expected fee’s and income per advance.
Service your entire loan portfolio as a direct funder with daily, weekly, or monthly ACH drafts. Full accounting with integration into Quickbooks online.