Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilizing an exchange in conjunction with Collective's exchange fund alongside a non-recourse exchange loan can significantly mitigate the risks associated with holding a single stock, enhance your after-tax liquidity substantially, and streamline the process compared to a traditional stock sale. In contrast to selling your stock, which entails the cumbersome steps of engaging a broker, locating a buyer, negotiating terms, and preparing necessary documentation, an exchange loan offers a swift and straightforward alternative. The entire online process can be finalized in a mere five minutes. Additionally, stock sales may incur taxes that can reach up to 46% of your earnings, while neither swapping shares into the fund nor taking an exchange loan activates capital gains tax liabilities. Furthermore, unlike selling your stock, transferring shares into the fund allows you to benefit from the long-term growth potential of a portfolio filled with top-tier unicorns, while also maintaining access to liquidity when required, thereby providing a compelling investment strategy. Overall, this approach not only enhances financial flexibility but also aligns with long-term investment goals.
Description
The Loan Management System (LMS) facilitates the effective trading and oversight of residential whole loans. It allows users to oversee the complete loan pipeline, manage third-party evaluations, and execute funding and settlement processes in a streamlined and automated manner. Sellers have the ability to lock and price loans, whether on a flow or bulk basis, that comply with the eligibility criteria of your products via our user-friendly portal. Additionally, they can upload necessary credit documentation and meet any conditions raised during the review processes. Documents can be securely uploaded and stored at various levels, including trade, pool, and individual loans. The system also supports the exchange of documents with third-party vendors through secure integrations. Orders can be directed to the appropriate due diligence vendors based on product specifications and transaction volume, ensuring a tailored approach. Users can view and address the results provided by third-party reviewers through automated data feeds from vendors. Moreover, the system is capable of generating comprehensive funding schedules that include amortized balances along with calculated interest and fees, thereby enhancing the overall efficiency and accuracy of loan management. This comprehensive approach not only streamlines operations but also significantly reduces the potential for errors in the loan management process.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
No
Live Rep (24/7)
No
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)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Collective Liquidity
Country
United States
Website
www.collectiveliquidity.com
Vendor Details
Company Name
Street Solutions
Website
www.streetsolutions.com
Product Features
Product Features
Claims Processing
Adjustor Management
No
Case Management
No
Claim Resolution Tracking
Yes
Co-Pay & Deductible Tracking
No
Compliance Management
No
Customer Management
No
Electronic Claims
No
Forms Management
No
Paper-Based Claims
No
Payor Management
No
Policy Administration
No