Products
Manage your entire post-funding lifecycle inside Salesforce, from payment processing, escrow tracking and collections to investor servicing. Our Loan Servicing module automates borrower communications, allocates payments, monitors delinquencies, and delivers real-time dashboards so you stay on top of portfolio health.
With configurable workflows, fee management, self-service portals for borrowers and full integration with your CRM and accounting stack, including invoice management through QuickBooks, you’ll reduce operational risk, improve borrower satisfaction and scale servicing for all asset types directly within your Salesforce platform.
