Loan Servicing
Track Payments, Escrow & Delinquencies Easily
Take control of every loan from funding to payoff with a flexible, automated loan servicing system built on Salesforce. Streamline payments, automate calculations, track portfolios in real time, and simplify servicing across consumer, commercial, and broker-driven lending.
Automated Payment Posting & Fee Allocation
Manual math has no place in lending anymore. With our loan servicing software, payments just land where they should, principal, interest, fees, escrow, without your team babysitting spreadsheets. Everything posts instantly and cleanly so you spend more time managing customers, not calculations.
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Smarter Delinquency Management & Collections
Nobody enjoys chasing late payments, but the system makes it far less painful. Automated reminders go out on time, late-fee rules trigger consistently, and collections workflows guide your team through the next best step. You get fewer surprises and a cleaner portfolio.
Flexible Modifications, Renewals & Payoffs
Loans don’t stay static and your software shouldn’t either. Whether it is a change in term length, a refinance, or a mid-cycle adjustment, you can handle it all without breaking processes or rebuilding anything. It feels smooth because the workflows adapt to how you lend.
Dynamic Escrow, Tax & Insurance Handling
Escrow shouldn’t be guesswork. With our loan servicing platform, tax and insurance disbursements become predictable, timely, and fully trackable. The system updates balances automatically, reminds you of upcoming obligations, and logs every action for clean compliance.
Real-Time Portfolio Monitoring & Insights
Instead of digging through reports, your team gets a clear picture of portfolio health the moment they log in. Dashboards highlight trends, exceptions, risk pockets, and servicing performance, helping you move faster and operate with confidence.
Quantified Results You Can Count On
Automate payment posting and fee allocation to reduce processing time by nearly half, freeing your team for higher-value tasks instead of manual entries.
With automated reminders, rule-based collections workflows, and real-time dashboards, you reliably reduce sales risk and shrink delinquency rates.
Consolidate servicing workflows, automate tax/escrow tasks and modifications, cut overhead without sacrificing control or borrower experience.
Real-time dashboards and proactive alerts give your team sharper insight into performance and risk, so you act before problems grow.
Why Lenders Trust Our Loan Servicing Software
Built directly on Salesforce, your loan servicing system stays fast, stable, and secure with no integrations to babysit, no syncing issues to troubleshoot.
Teams pick it up quickly thanks to familiar Salesforce layouts, intuitive navigation, and simple workflows that don’t require training bootcamps.
Every transaction, adjustment, and user action is logged automatically, giving you clean audit trails and fewer compliance headaches.
Easily manage consumer, commercial, SME, and broker-driven loans under one roof without custom builds or multiple tools.
Connect with banking systems, payment processors, and external platforms through flexible APIs that keep your servicing data always synced.
As application and servicing volumes grow, the platform keeps performance steady; no slowdowns, no manual patchwork, no extra overhead.
Built directly on Salesforce, your loan servicing system stays fast, stable, and secure with no integrations to babysit, no syncing issues to troubleshoot.
Easily manage consumer, commercial, SME, and broker-driven loans under one roof without custom builds or multiple tools.
Teams pick it up quickly thanks to familiar Salesforce layouts, intuitive navigation, and simple workflows that don’t require training bootcamps.
Connect with banking systems, payment processors, and external platforms through flexible APIs that keep your servicing data always synced.
Every transaction, adjustment, and user action is logged automatically, giving you clean audit trails and fewer compliance headaches.
As application and servicing volumes grow, the platform keeps performance steady; no slowdowns, no manual patchwork, no extra overhead.
Frequently Asked Questions
What is loan servicing software and how does it work?
Loan servicing software manages everything that happens after a loan is funded including payments, interest calculations, escrow, taxes, delinquencies, payoffs, and portfolio monitoring. Instead of juggling spreadsheets or multiple tools, a modern loan servicing system centralizes all servicing tasks in one place. It automatically posts payments, tracks amortization, generates reminders, and updates balances in real time. Lenders and brokers use it to avoid errors, reduce manual work, and maintain consistent servicing across all loan types.
What are the benefits of using a loan servicing system?
A strong loan servicing system delivers several high-impact benefits:
- Automated payment posting and fee allocation
- Real-time tracking of balances, interest, escrow, and taxes
- Reduced delinquencies through automated reminders
- Faster modifications, renewals, and payoffs
- Clear portfolio visibility for better decision-making
For lenders and brokers, it streamlines operations and improves accuracy across every serviced loan.
How does Salesforce loan servicing improve daily operations?
Salesforce loan servicing brings everything from data, workflows to communication and reporting, into one unified platform your team already knows. Because the servicing engine is native to Salesforce, teams experience less training time, fewer integration issues, and cleaner automation. Payment posting, reminders, and adjustments run through configurable flows. Dashboards show live portfolio health. And since everything is logged automatically, compliance and audits become much easier on day-to-day operations.
What features would commercial loan servicing software include?
Commercial servicing has unique complexities, and the right software needs to handle them without heavy custom development. Look for:
- Support for variable interest rates and complex fee structures
- Flexible payment schedules and partial allocations
- Escrow, tax, and insurance management
- Robust modification and refinance workflows
- Real-time reporting across multi-loan portfolios
These capabilities help commercial lenders service loans accurately, stay compliant, and keep operations running smoothly as portfolios grow.
Can loan servicing software reduce delinquency and improve collections?
Yes, modern loan servicing platforms significantly improve collections and reduce delinquency by automating tasks humans often forget or delay. Automated reminders go out before due dates, late-fee rules execute consistently, and collection workflows create structured follow-up steps for your team.
Many systems also alert you to at-risk accounts early, giving you time to intervene before borrowers fall too far behind. With real-time visibility and fewer manual gaps, lenders see cleaner portfolios and far fewer surprises.
Learn. Build. Grow.
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December 13, 2023
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