A modern, cloud-based, end-to-end solution for asset finance origination, credit adjudication, booking, and servicing.
OriginationIntegrated cloud-based Sales & Relationship Management Portal.
Adjudication & BookingConfigurable workflow engine throughout entire credit lifecycle.
ServicingComprehensive support for billing, collections and end-of-term processing.
Focus on Your Business
- Fully Integrated secure cloud-based application
- Easily adaptable to changes in your business
- Eliminate costly internal IT requirements & maintenance
Turnkey Software-as-a-Service (SaaS) Solution for the Asset Finance Industry:
- Create and maintain accounts, contacts, vendors, and schedule key activities with reminders and notifications
- Track deal pipeline in real-time on an interactive and visual dashboard; all within a configurable origination workflow with customized stages
- Support for hierarchical sales models allowing for roll-ups and delegation
- Built-in support for time value of money calculations essential to compute all financial characteristics of a deal
Adjudication & Booking
- Task based view of all remaining activities to underwrite and book a deal
- Robust modeling and credit analytics including: financial spreading, configurable scoring, and storage of key financial information
- Fully configurable credit adjudication framework with multiple layers of approvers
- Powerful document creation engine allowing for the definition of forms, closing docs, insurance docs, and registration of security interest featuring fully integrated e-Signature capability
- Comprehensive support for ongoing billing and automated collections along with periodic PayNet reporting
- Easily prepare buyout quotations and effect necessary processing upon termination, including invoicing and accounting events
- End-of-term workflow management to ensure all requisite actions are taken
- Automated internal ledger accounting support for ongoing collections, payouts and other cash and accrual events within the business lifecycle
Cloud First Design &
Data Analytics Enabled
of the Needs of
the Canadian Market