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support

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Description

BrightOffice Lender CRM is a comprehensive, cloud-based loan management platform designed specifically for lenders. Drawing on insights from industry professionals, this all-in-one solution facilitates every step of the loan process, from initial inquiries and fact-finding to application submissions, customer onboarding, and managing loan ledgers. Tailored to fit your unique business workflows, service level agreements, and product offerings, the adaptable workflow engine encompasses communication tools like emails, documents, letters, and SMS. Our robust API enables seamless integration with various services, including TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing functionality. You can also personalize the CRM with your organization's branding elements, such as logos and color schemes, to ensure a distinctive and professional user experience. Additionally, the system allows for efficient address population by simply entering postcodes, which boosts accuracy and saves valuable time in the loan processing journey.

Description

D-Tools System Integrator is an end-to-end solution that simplifies business processes for larger projects. This includes sales, system design, documentation, field service management, and sales. brightness. Rapidly create professional proposals that are accurate and complete to increase client satisfaction and win more business. brightness. Manage project budgets efficiently and meet client needs using estimation and budgeting tools. brightness. Maximize your site visits and quickly establish budget and scope from your iPad. brightness. CRM capabilities allow you to effectively manage your sales process.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Experian Connect Yes 
Fetchify Yes 
GoCardless Yes 
Khameleon ERP No 
Microsoft Power BI Yes 
Moodle Yes 
Opayo Yes 
QuickBooks Online Yes 
Rev.io PSA No 
Sage 100 Yes 
TransUnion Collections Management Yes 

Integrations

Experian Connect No 
Fetchify No 
GoCardless No 
Khameleon ERP Yes 
Microsoft Power BI No 
Moodle No 
Opayo No 
QuickBooks Online No 
Rev.io PSA Yes 
Sage 100 No 
TransUnion Collections Management No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BrightOffice

Country

United Kingdom

Website

www.brightoffice.co.uk/crm/lender

Vendor Details

Company Name

D-Tools

Country

United States

Website

d-tools.com

Product Features

Commercial Loan

Asset Management No 
Audit Trail No 
Complex Debt Structures No 
Dashboard No 
Document Management No 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management No 
Trend Analysis No 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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