A cost effective data collection solution for small business lenders. Save time, money, and stay in regulatory compliance for a fraction of the cost of most programs. The simple design and common platform allows your staff to make design changes as your needs change, or take advantage of various custom support options. The software is available for free to clients enrolled in a CU Financial Services business lending advisory program.
- Track contacts, applicants, vendors, and collateral.
- Reports that keep you informed, in compliance, and speed document follow-up.
- Link to image files or word processing documents.
- Works with multiple lenders, loan processors, and users.
- Make your own reports and form changes or let us help.
30 day money back guarantee
Free to our Business Lending advisory clients