Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

LoansNeo is a software that manages lending for banks and NBFCs. It features custom workflows, visual analytics and AI-based recommendations. This software can simplify loan origination, journey management and scheduling.

Description

Totality is an advanced loan management platform designed to enhance lending processes through comprehensive automation, informed decision-making, and a cohesive user interface. By streamlining essential portfolio tasks such as customer interaction, contract management, loan assessments, funding, collections, and marketing initiatives, it significantly minimizes the reliance on manual labor. Users benefit from a sleek, modern dashboard that facilitates the entire loan lifecycle on a single, continuously updating screen, effectively consolidating communication options—whether voice, email, or text—alongside pertinent customer information. The system provides real-time tracking of key performance indicators and customizable mobile alerts, ensuring operators can swiftly respond to changing performance metrics. Additionally, Totality seamlessly integrates with various systems and offers flexible customization, while its licensing model incorporates software updates and dedicated support hours, ensuring there are no hidden costs. With these features, Totality empowers lending professionals to work more efficiently and adapt quickly to evolving market demands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chirp 3 No 
EDGE No 
Finix No 
Google Analytics No 
HappyFox No 
LendAPI No 
Mailgun No 
NMI Gateway No 
PAVE No 
Pacer No 
Plaid No 
RingCentral AI Receptionist No 
SendGrid No 
Twilio No 
Zendesk No 
Zero Parallel No 
Zum Rails No 
esendex No 
flex No 
uContact No 

Integrations

Chirp 3 Yes 
EDGE Yes 
Finix Yes 
Google Analytics Yes 
HappyFox Yes 
LendAPI Yes 
Mailgun Yes 
NMI Gateway Yes 
PAVE Yes 
Pacer Yes 
Plaid Yes 
RingCentral AI Receptionist Yes 
SendGrid Yes 
Twilio Yes 
Zendesk Yes 
Zero Parallel Yes 
Zum Rails Yes 
esendex Yes 
flex Yes 
uContact Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
Mac Yes 
Linux Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Achieva.ai

Country

United States

Website

achieva.ai/loans-neo/

Vendor Details

Company Name

Totality

Founded

2021

Country

United States

Website

totalitylms.com

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application No 

Loan Servicing

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

Product Features

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