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Ratings and Reviews 237 Ratings
What is Concord Servicing?
Concord offers customized service solutions that cater to various industries and asset categories. We strive to leverage advanced technology platforms to exceed the expectations of our clients, regardless of the sector or type of asset involved. By aligning our interests with those of our clients and putting our full commitment into managing their portfolios, Concord allows you to focus on what matters most in your business. This unwavering dedication to exceptional client service distinguishes us in the competitive landscape, making us a trusted partner for your needs. Our approach ensures that you receive personalized attention tailored to your unique challenges and goals.
What is Concord?
Concord Horizon is a modern contract management solution designed for teams that want faster creation, review, and analysis supported by built in AI capabilities. The platform introduces a cleaner, more customizable interface with light or dark mode, full screen layouts, collapsible navigation, custom and pinnable columns, and layered filtering to speed up daily work.
AI Copilot allows users to ask natural questions about any contract, generate summaries, extract key details, and produce quick insights or reports.
AI Search uses both semantic and lexical search to surface meaningful results across large portfolios and supports multi actions for efficiency.
Through MCP, users can access contract insights directly in ChatGPT or Claude and automate monitoring tasks. Concord safeguards all contract data through a zero data retention policy with AI partners so customer information is never used to train AI models .
Integrations Supported
5X
ATOM Mobility
Box
Desktop.com
Dropbox
Google Drive
HCSS
HubSpot CRM
HubSpot Customer Platform
Josys
Integrations Supported
5X
ATOM Mobility
Box
Desktop.com
Dropbox
Google Drive
HCSS
HubSpot CRM
HubSpot Customer Platform
Josys
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$499 per month for 5 users
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Concord Servicing
Company Location
United States
Company Website
www.concordservicing.com
Company Facts
Organization Name
Concord
Date Founded
2015
Company Location
United States
Company Website
www.concord.app/
Categories and Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Categories and Features
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking