Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A traditional, all-encompassing CRM system is no longer adequate to meet the complexities of the modern market and the requirements of digital transformation efforts. Enter the next generation of industry-tailored AI CRM, which offers robust predictive insights designed to enhance the effectiveness of sales, marketing, and service across various sectors. These AI-driven insights, integrated into industry-specific workflows, empower your sales, marketing, and service teams to perform at their peak. By concentrating on high-value leads identified through specialized AI models, alongside the appropriate sales strategies and pricing, businesses can optimize their outreach efforts. Additionally, AI can help pinpoint customers who are at risk of churning and suggest strategies to retain them effectively. Unlike generic CRM and Customer Experience Management solutions that often take extensive time to implement and provide limited immediate economic returns, C3 AI CRM presents pre-built applications tailored to specific industries, complete with specialized object models, AI methodologies, workflows, and data connections to address your distinct business requirements. This tailored approach not only accelerates deployment but also enhances the potential for long-term success.

Description

Loan Vision is a specialized platform focused on mortgage accounting and financial management, aimed at assisting mortgage banks, lenders, and credit unions in simplifying intricate accounting tasks, minimizing manual efforts, and facilitating data-informed decision-making through real-time analytics. The platform offers thorough loan-level accounting, allowing finance teams to gain in-depth insights into the financial performance of each loan, automate general ledger entries, and seamlessly integrate with loan origination systems to efficiently validate and reconcile loan data, thereby decreasing errors and cutting operational expenses. Additionally, it features accounts payable and cash management functionalities that enhance payment processes, along with extensive reporting and budgeting tools that include both custom and pre-built reports. The inclusion of predictive analytics and modeling, which merges loan origination system data with general ledger information, provides valuable strategic insights into profitability and overall performance, allowing organizations to better anticipate market trends and make informed financial decisions. Ultimately, Loan Vision empowers users to achieve greater financial clarity and operational efficiency in their accounting practices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Document Cloud Yes 
Adobe Experience Cloud Yes 
Amazon Web Services (AWS) Yes 
Azure Marketplace Yes 
Google Cloud Platform Yes 
HPE Consumption Analytics Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 

Integrations

Adobe Document Cloud No 
Adobe Experience Cloud No 
Amazon Web Services (AWS) No 
Azure Marketplace No 
Google Cloud Platform No 
HPE Consumption Analytics No 
Microsoft 365 No 
Microsoft Azure 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 No 
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) No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

C3 AI

Country

United States

Website

c3.ai/products/c3-ai-crm/

Vendor Details

Company Name

Loan Vision

Founded

2006

Country

United States

Website

www.loanvision.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

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 

Alternatives

Mortgage+Care Reviews

Mortgage+Care

Consulting Plus
Telemetry BI Reviews

Telemetry BI

5X Solutions
AMB Reviews

AMB

Advantage Systems