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What is FISCAL?

For over thirty years, our services have introduced standardization and improved efficiency to banks and credit unions across the country. We have a profound insight into your operational requirements. Vision Software Solutions specializes in fiscal spreading and tracking, offering critical tools that enhance your financial processes. Throughout these three decades, we have collaborated with thousands of bankers, with the average client enjoying a partnership with us that lasts over 11 years. Understanding what is important to you, we strive to create banking software solutions that encompass credit analysis, loan exception tracking, and financial statement spreading, ensuring a blend of reliability and flexibility. Consistently, we receive feedback highlighting that Excel-based methods for statement spreading and tickler tracking tend to be unreliable, error-prone, and require excessive manual effort. Additionally, we are dedicated to preserving our products as standalone solutions, recognizing that spreading and tracking are essential components that should not be treated as secondary features within larger systems. By doing so, we equip our clients with the tools they need to excel in their financial operations. Our commitment to quality and independence in our offerings has earned us a trusted reputation in the banking software industry.

What is BrightOffice Lender CRM?

BrightOffice Lender CRM provides an all-encompassing cloud-based loan management system specifically crafted for lenders. By leveraging insights from industry professionals, this integrated platform covers every step of the loan process—from initial inquiries and data collection to application submission, customer onboarding, and loan ledger oversight. Designed to align with your unique business workflows, service level agreements, and product categories, the flexible workflow engine accommodates various communication channels such as email, documents, letters, and SMS. Additionally, our adaptable API facilitates seamless integrations with prominent platforms like TransUnion, Experian, the UK Land Registry, and Microsoft Power BI. You can also customize the CRM to reflect your company’s branding, ensuring a unique and professional interface. To further enhance productivity, users can efficiently auto-populate full addresses using just postal codes, which not only improves precision but also conserves valuable time. With BrightOffice Lender CRM, you can achieve a streamlined lending process that is distinctly tailored to represent your brand, ultimately elevating your customer experience. This innovative system is designed with your success in mind, allowing you to focus on what truly matters—building strong relationships with your clients.

Media

Media

Integrations Supported

Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management

Integrations Supported

Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Vision Software Solutions

Company Website

www.visionsoftwaresolutions.com

Company Facts

Organization Name

BrightOffice

Company Location

United Kingdom

Company Website

www.brightoffice.co.uk/crm/lender

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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