Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Standard CRM systems often lack the capability to handle finance-related specifics such as loans, insurance, commissions, or investment details, making it difficult to report on these essential areas. Typically, these systems do not provide fields for entering this information, leading to a gap in functionality. In contrast, LinxCRM has been purposefully developed by industry experts to cater exclusively to the financial sector, ensuring it is well-versed in the intricacies of finance. Unlike conventional web-based solutions that may expose you to privacy risks, LinxCRM maintains complete control over your client information while offering the flexibility of remote access through a secure "private cloud." Remarkably, even we cannot access your data! If your organization operates across various finance sectors, you will find it unnecessary to juggle multiple systems, as LinxCRM consolidates all aspects into one comprehensive client record. This allows you to effortlessly view each client's entire portfolio of loans, policies, properties, and more, all while keeping your compliance documentation organized and accessible. Thus, LinxCRM not only enhances efficiency but also strengthens your data security and privacy.
Description
SYNDi Loan Manager is an advanced software solution designed to optimize all aspects of loan management. After the initial loan setup, SYNDi efficiently manages the process by handling funding, billing the borrower, processing payments, and overseeing the entire loan lifecycle until it is either renewed or closed. This software is tailored for servicing loans from a single lender, making it ideal for finance and leasing firms, credit unions, and individual lenders. Once a loan is established and funded, it automatically calculates monthly payments and loan installments until the debt is fully settled. Additionally, it provides capabilities for generating reports, monitoring overdue payments, managing returned checks, and creating journal entries that can be seamlessly exported to your accounting software. Users can also associate mortgage loans with real estate assets and compute Loan-To-Value ratios. SYNDi Loan Manager offers flexibility as it can function as either a standalone solution or a multi-user platform, and it can be integrated with existing Sage 300 ERP (Accpac) systems, enhancing its utility in financial environments. This adaptability makes it a valuable tool for organizations looking to streamline their loan administration process.
API Access
Has API
No
API Access
Has API
No
Integrations
Infracommerce
No
Uptix
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5000.00/one-time/user
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Linx Software
Country
Australia
Website
www.linxcrm.com
Vendor Details
Company Name
IndusFlow Systems
Founded
1985
Country
Canada
Website
syndi.ca/loan-manager/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Loan Servicing
Accounting Management
Yes
Amortization Schedule
Yes
Application Management
No
Auto Loans
Yes
Automatic Funds Distribution
Yes
Business Loans
Yes
Collateral Tracking
No
Collections Management
Yes
Compliance Management
No
Construction Loans
Yes
Customer Database
Yes
Fee Management
No
Investor Management
Yes
Loan Processing
Yes
Student Loans
Yes