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

Streamlining and standardizing loan covenants along with documentation can significantly cut costs, lessen risk exposure, and enhance the quality of your lending portfolio. LoanXpert offers financial institutions an advanced solution designed to decrease exceptions, mitigate loan loss risks, and lower client servicing expenses. This innovative platform presents a versatile framework that securely oversees document, policy, compliance, and exception management throughout various business lines, utilizing a unique workflow engine created by Sydel Corporation. By automating the administrative and relationship management facets of loan portfolio oversight, institutions benefit from a centralized database that supports a comprehensive loan pre-approval process, encompassing more than fifteen steps to ensure all aspects of approval are meticulously addressed. Additionally, the system enables the entry and/or upload of loan specifics, covenants, and related administration tasks, while applying uniform risk rating criteria as mandated by regulatory agencies, thereby increasing efficiency and compliance. Ultimately, adopting such a tool not only enhances operational efficiency but also elevates the quality of decision-making within the institution.

Description

Streamline the IT Solution Design Process - Netformx DesignXpert, the global leader in enterprise technology design, including multivendor designs and proposal generation, is a global leader. DesignXpert is accessible via the cloud or desktop and streamlines the design process thanks to its advanced graphics-based capabilities. This makes it easy to create rich, detailed graphical network designs, drawings, and schematics. DesignXpert integrates seamlessly with Visio® and Cisco Commerce Workspace (CCW). Rapid creation of accurate designs is possible by using solutions that are baselined with the actual network of your customer, as uploaded from Netformx Discovery™. DesignXpert automatically allows you to keep up to date on products and services and to quickly deliver personalized multivendor proposals (including design schematic, BOM and SOW) that increase profitability as well as customer satisfaction. The industry's most comprehensive Netformx KnowledgeBase™ validates designs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Check Point IPS No 
Check Point Infinity No 

Integrations

Check Point IPS Yes 
Check Point Infinity Yes 

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

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
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

Sydel Corporation

Founded

1998

Country

United States

Website

sydel.com/financial-solutions/loanxpert/

Vendor Details

Company Name

Netformx

Founded

1994

Country

United States

Website

www.netformx.com

Product Features

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans Yes 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans Yes 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing No 
Student Loans Yes 

Product Features

CPQ

2D Drawing Yes 
3D Modeling No 
Approval Workflow No 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Alternatives

Alternatives

Accounting Xpert Reviews

Accounting Xpert

Micronetics
HES LoanBox Reviews

HES LoanBox

HES FinTech
Micro Planner X-Pert Reviews

Micro Planner X-Pert

Micro Planning International