Import
Import your customer information, payment schedules, irregular payments and other important data!
Import your customer information, payment schedules, irregular payments and other important data!
Export most data to Excel directly to the General Ledger for QuickBooks, Sage and others (CSV, TXT or Excel).
Automatically add fees, insurance and taxes to your loans or leases and send modification emails.
Create your own letters, invoices, statements and other important documents. Then send them directly to your customers by email.
Regular and irregular payments, fixed and variable interest rates, lump sums, fixed principal, interest-only for all types of loans (B2B/B2C, Employee loans, Mortgages, Lines of credit, student loans, etc.)
To help you create very detailed reports and learn more about your customers and their habits.
Countries
Clients
Installations
Satisfied customers
See all your loans when you open the software
Display records according to various criteria, including custom fields
Sort records as you wish
Display according to your preferences from more than 900 fields
Add color to each loan to emphasize specific needs or problems
Use the powerful Search engine to display only the desired records
All data is contained in this window and its various tabs:
Use the Right click to get the most powerful options!