Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Mercury Books offers fully integrated double-entry accounting software within a Mercury account, seamlessly merging banking and bookkeeping to ensure that financial records remain thorough, up-to-date, and precise. The software automatically tracks activities across various Mercury services like banking, cards, invoicing, and bill payments, categorizing transactions and reconciling accounts in real time without the need for manual data imports or exports. Users have the option to select either cash or accrual accounting methods and can easily generate essential financial reports, including profit and loss statements, cash flow statements, and balance sheets with real-time data. Additionally, businesses can link external bank accounts, credit cards, and platforms like Stripe, PayPal, and Gusto for a more comprehensive financial overview. Enhanced by Command AI, Mercury Books provides an intelligent interface that allows users to inquire about expenditures, trends, and general ledger codes based on their account information. Furthermore, it simplifies various accounting tasks such as drafting journal entries, structuring the chart of accounts, and sorting transactions efficiently. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions quickly.
API Access
Has API
No
API Access
Has API
No
Integrations
Mercury
No
Monk
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29.90 per month
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Loan Vision
Founded
2006
Country
United States
Website
www.loanvision.com
Vendor Details
Company Name
Mercury.com
Founded
2017
Country
United States
Website
mercury.com/books
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