Tools and workflows for effective account management, servicing, collections, and custom reporting.
View, search, filter, and manage all of your borrowers' accounts.
Record and view notes logged on customer accounts and customer profiles.
The different tools you can use to notify your agents about account activity.
Set a date when servicers should follow up with a borrower.
Create step-by-step guides to streamline agent workflows, ensure compliance, reduce errors, and improve task efficiency.
Easily service loans with a custom list designed to make the collections process more efficient.
Upload and manage documents for borrowers, their accounts, and your own operation.
Keep track of multi-step processes with Smart Checklists, customized to suit your own business logic.
Create directories for dealerships, recovery agents, and other third-party services, and assign those companies to specific accounts.
Configure your most common servicing options into the Smart Panel to streamline your agents' workload.
Track daily account data to analyze payment trends, interest calculations, delinquency history, and activity.
Design and generate a report that meets your specific needs.
