Loan Information Management
Comprehensive loan data with automated editing, templates, and error prevention during setup.
Automation
Automate Your Servicing
Streamline processes to maximize efficiency with user-centric workflow management. The system does the routine work — your team handles the judgment calls.
Work Smarter, Not Harder
Automated tasks, real-time updates across your portfolio, and a rules engine that handles the scenarios your loans actually produce.
Pending Changes
Schedule loan updates in advance — changes apply themselves on their effective dates, with complete history.
Workflow Automation
Workflow items generated by user-defined rules: streamlined operations, no guesswork about what's next.
Automated Calculations
Servicing fees calculated and reports generated automatically — accuracy without the manual pass.
Real-Time Updates
Payments and changes reflect instantly across the system, so every screen and report is current.
Life-of-Loan Support
Automatic fee calculations and detailed billing options through every stage a loan reaches.
Workflow Management
Organize, assign, track — automatically
Action Queues put the right task in front of the right person. Items are created manually or by rule, land in individual user queues, escalate when deadlines slip, and carry their documents with them — so nothing lives in someone's inbox or memory.
- Rule-driven queuesUser-defined rules create and route work items automatically — delinquency follow-ups, maturing loans, expiring insurance.
- Alerts & escalationsDeadlines don't slip quietly — items escalate on schedule.
- Documents attachedWork items carry their documents, images, and links with them.
Less Routine. Fewer Mistakes.
See what your team stops doing manually after the first month.