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What is SS&C Loan Services?

In a lending landscape marked by strict regulations and swift transformations, SS&C Loan Services excels in delivering exceptional operational efficiency and transparency in the management of loan assets for both lenders and investors alike. Our extensive range of solutions encompasses various loan products, such as unsecured consumer credit, commercial and residential mortgages, and syndicated bank loans. We empower our clients with comprehensive oversight throughout the entire loan servicing lifecycle, which includes aspects from origination to real estate owned (REO) properties, as well as bank loan trading, valuation, accounting, and meticulous calculations of loan credit risk alongside stress testing. This unwavering dedication to quality is demonstrated by the confidence of over 300 clients who entrust SS&C Loan Services with managing assets that surpass $1 trillion. Additionally, our SS&C GoLoans platform provides a unified and scalable solution that not only boosts efficiency but also guarantees transparency during the loan lifecycle. Moreover, SS&C GlobeOp offers an integrated accounting package that streamlines financial record management, effectively minimizing operational hurdles while enhancing transparency in financial transactions. Through these groundbreaking strategies, SS&C Loan Services consistently establishes new standards within the industry, thereby reinforcing its reputation as a leader in lending solutions. As we advance, our focus remains on innovation and client satisfaction, ensuring that we remain at the forefront of the evolving lending sector.

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

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

Integrations Supported

Accelex
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

SS&C Technologies

Company Location

United States

Company Website

www.ssctech.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

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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