A Seamless Approach
We’ve been on the front lines of leading fintechs, and so we understand the complexities of transitioning an existing loan portfolio to a new servicing and management platform.
Consistent Borrower Visibility
Borrowers retain read-only access to all loan activity and regulatory disclosures rendered prior to conversion.
A Tailored Conversion Strategy
We’ll craft an API-based conversion strategy that addresses your specific policies and satisfies all regulatory requirements.
Intact Loan History
Our proprietary Replay Technology preserves all historical loan activity while handling calculation of amortization and interest accruals on a go-forward basis.
A web-based, mobile-friendly application that gives borrowers access to their consumer or business credit accounts to manage their loans, including scheduling and making payments. The borrower portal is optimized for a wide variety of web browsers.
Ledger and Accounting
Full loan management capabilities, including onboarding of new loans, calculation of amortization and fee schedules, creation and management of loan modifications, payment due date changes, and charge-off tracking. You can track portfolio and account performance via a dashboard, direct database access or a data snapshot export.
A system enabling borrowers to make payments through the borrower portal or by posting payments via API. We support payments via the automated clearing house (ACH) system, debit cards, credit cards and remotely created checks (RCCs), in line with applicable law and industry standards.