Contact Us: 1-800-264-0787
Origination | Analysis | Decisioning | Servicing | Workflow

Commercial Small Business
Agriculture Consumer
"Credit analysis is where we began in 1985, and today you can use Web Equity Manager for every loan request in your portfolio!"

Next, for use in Web Equity Manager or as a stand-alone program...
Attach files to specific customers
Attach all kinds of file types...
  .doc, .xls, .pdf, .jpg, .png and more!
Attach files to customer record sections...
  Balance Sheets, Income/Expenses, Schedules, Credit Action Forms and more!
Click here to view a screen capture...

Click here to view a screen capture...

Manage customer & prospect contacts
Maintain a "running record" on each customer / prospect interaction
Word processor feature within the system to customize your letters...
  Denials, Approvals, Employment and Debt Verifications, etc.
Integrates with Microsoft Outlook
Web Equity Manager can integrate with Microsoft CRM
Powerful data mining tools
Identify strengths/weaknesses to mitigate portfolio risk
Queries reveal key characteristics about your loan decisioning
Over 1,600 data elements to query by
Use to quantify your underwriting standards
Export to Microsoft Excel or integrate with other systems

Click here to view a
screen capture...


Click here to view a screen capture...

Electronically track credit requests through the different stages of your business process as each increment of work is completed
Attach "status" markers at each phase of your process
eNotice Feature: Instantly communicate with colleagues, customers and prospects
eNotices automatically contain a link to specific files you want the recipient to view
Each work flow item is retained and trackable for a historical record of all customer interactions
Paperless Loan Committee: Approve/Deny loan requests regardless of geographic location







The best way to see if this is the right solution for your organization is to schedule a FREE DEMO with us in our Web Meeting Center. We look forward to talking more about this with you soon.

Fill out our FREE DEMO form here

 

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