Visualize aggregate data for effective optimization and enhance strategic decision-making to drive superior portfolio performance.

• Dynamic portfolio management that adapts to your evolving business needs and market trends.
• Tailor procedures per portfolio for a personalized approach to portfolio management.
• Instantly visualize data for effective optimization and improved decision-making.
• Leverage strategic insights to drive superior portfolio performance and make informed decisions.

The ultimate solution for users who need comprehensive and effective collateral management capabilities.

• Easily manage your assets, from acquisition to disposal, with simple and comprehensive features.
• Monitor performance of your assets, like depreciation, and ensure optimal utilization and value.
• Save time and resources with automated processes, reducing errors and enhancing efficiency.
• Improve profitability and risk less with comprehensive and effective asset management.

Gain efficiency and optimize performance with comprehensive delinquency management features.

• Conveniently launch, record, and manage bankruptcy filings, collections activities, and legal actions.
• Efficiently recover and ensure compliance with legal requirements for managing delinquent accounts.
• Simplify collections management with an intuitive interface and automated processes, reducing manual effort and minimizing errors.
• Improve recovery rates, manage delinquencies effectively, and maintain positive customer relationships.

A powerful solution that helps customer service users streamline their back-office operations and improve their efficiency and productivity.

• Automate workflows and reduce manual errors with powerful and customizable features.
• Integrate seamlessly with your existing funding systems and tools like ERP.
• Stay compliant with built-in security and audit capabilities.
• Confidently scale business to handle complex and high-volume transactions.

Accelerate operations across the entire organization and automate best practices with configurable dynamic workflow features.

• Save time and reduce errors by eliminating manual data entry and duplication.
• Flexibly connect with existing systems and applications using seamless APIs.
• Optimize processes with insights and analytics intelligently displayed in real-time dashboards.
• Scale business with confidence and security using Microsoft cloud-based business platform.

The ultimate solution for contract funding users who need to streamline pre-book auditing and ensure compliance.

• Automate workflows and reduce manual errors with powerful and customizable features.
• Integrate seamlessly with your existing funding systems and tools.
• Stay compliant with built-in security and audit capabilities.
• Confidently scale business to handle complex and high-volume transactions.

Streamline your documentation with dynamic and customizable documentation capabilities that boosts efficiency and accuracy.

• Automate documentation processes reduces manual tasks and saves valuable time.
• Eliminate errors with intelligent automation that ensures accuracy in every document.
• Facilitate collaboration seamlessly between teams, enhancing productivity and communication.
• Stay compliant with industry regulations with built-in compliance checks.

Empower credit professionals with streamlined workflows, automated decisioning, and comprehensive reporting.

• Manage credit applications, approvals, and documentation in one integrated platform that reduces manual tasks and errors with built-in validations and integrations.
• Configure scoring credit models and business rules to automate credit decisions and recommendations, saving time and resources while ensuring compliance and consistency.
• Access insights in real-time from data on your credit portfolio, performance, and trends, giving users an edge monitoring key metrics and identifying opportunities.

Empowers sales and marketing users to generate more leads, close more deals, and grow customer loyalty.

• Manage pipeline from prospecting to funding, all within a single cloud-based solution.
• Streamline sales processes, reduce manual tasks, and stay on top of every opportunity with customizable workflows and alerts.
• Gain insights into sales performance, customer behavior, and market trends with powerful data visualization and dashboards.
• Leverage familiar tools and features of Microsoft 365, such as Outlook, Teams, Word, and Excel, to enhance your sales and marketing productivity and collaboration.