Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Break free from monotonous forms and unproductive discussions by accessing information efficiently while engaging with several lenders simultaneously. Our team of specialists is dedicated to helping you sidestep common traps in the credit process and equip you for every encounter with prospective lenders. By utilizing our services, you can connect with financial institutions in significantly less time than traditional methods, allowing you to focus more on expanding your business. After you complete your profile, you will be matched with leading banks that suit your requirements within just two business days. Additionally, our experts will support you at every phase of the journey, from evaluating different offers to choosing the most suitable lender. We are here to address all your inquiries and prepare you thoroughly for each interaction with potential lenders, ensuring that you are ready for your initial meetings and confident in selecting the best financial partner for your needs. Ultimately, our goal is to streamline your financing experience and empower you to make informed decisions for your business growth.
API Access
Has API
API Access
Has API
Integrations
Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management
Integrations
Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BrightOffice
Country
United Kingdom
Website
www.brightoffice.co.uk/crm/lender
Vendor Details
Company Name
Foro
Founded
2021
Country
United States
Website
foro.io
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis