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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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

TransUnion TruEmpower allows your organization to unify, enhance, and manage all identity data from a singular source of truth. By intelligently integrating first-, second-, and third-party data, it combines addressable media signals with consumer characteristics and behaviors. This consolidated identity data repository equips marketers to create more intelligent audience segments, deliver experiences that are more pertinent, and generate insightful metrics that help in continuously optimizing their strategies, executions, and overall performance. Understanding the critical need for data control and ownership, TransUnion TruEmpower offers the IDMP, which grants access to raw, event-level identity data straight into your organization’s data science framework. This identity extract not only offers the capability to merge household and individual identities with additional data sources but also facilitates the exploration of deeper insights and the identification of new opportunities for growth and engagement. In this way, organizations can make informed decisions based on a comprehensive understanding of their audience.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BDEX No 
Experian Connect Yes 
Fetchify Yes 
Go2mobi No 
GoCardless Yes 
Microsoft Power BI Yes 
Moodle Yes 
Opayo Yes 
QuickBooks Online Yes 
Sage 100 Yes 
TransUnion Collections Management Yes 

Integrations

BDEX Yes 
Experian Connect No 
Fetchify No 
Go2mobi Yes 
GoCardless No 
Microsoft Power BI No 
Moodle No 
Opayo No 
QuickBooks Online No 
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 No 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BrightOffice

Country

United Kingdom

Website

www.brightoffice.co.uk/crm/lender

Vendor Details

Company Name

TransUnion

Founded

1968

Country

United States

Website

www.transunion.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

Data Management

Customer Data No 
Data Analysis No 
Data Capture No 
Data Integration No 
Data Migration No 
Data Quality Control No 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Data Management Platforms (DMP)

Ad Network Integration No 
Analytics / ROI Tracking No 
Audience Targeting No 
Behavioral Analytics No 
CRM No 
Campaign Management No 
Competitive Analysis No 
Customer Journey Mapping No 
Data Capture / Transfer No 
Data Classification No 
Data Visualization No 

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