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What is Sora?

Sora’s cutting-edge AI-powered debt management tool allows financial advisors to effortlessly impress their clients and secure proposals with ease. It facilitates a rapid evaluation of clients' debts, refinancing opportunities, potential new loans, and overall credit status. Advisors can download reports to foster engaging conversations regarding their clients' debt situations. The platform provides highly personalized strategies for optimizing debt that cater to individual circumstances. When seeking a new loan, Sora seamlessly connects with more than 50 wholesale, retail, and credit union lenders to identify the best available options. By managing the complex processes involved, Sora enables both advisors and their clients to concentrate on what truly matters. The software is particularly adept at revealing exceptional deals across a variety of loan types, such as home, auto, and student loans, ensuring a smooth transition for clients. Designed with user experience in mind, Sora empowers advisors to visualize, analyze, and implement actionable steps to enhance their clients' debt situations. With sophisticated analytics and tailored recommendations, financial advisors can develop strategic plans that address each client's unique needs. By examining the complexities of their clients' debt landscapes, recognizing potential savings, and executing an optimized management plan, advisors can significantly elevate the quality and effectiveness of their financial advisory services. Ultimately, this innovative tool transforms the way advisors approach debt management, making it more efficient and client-focused than ever before.

What is Collection Pro?

Credit Strategy products serve as advanced credit management systems built on Microsoft platforms, utilizing tools such as Access, SQL databases, Excel, and Word. These innovative products seamlessly integrate with a range of accounting software and ERP systems, including well-known names like Oracle, SAP, JD Edwards, and Peoplesoft. They function efficiently across various operating systems, including AS400 and UNIX environments, ensuring versatility in diverse technological settings. Created by credit professionals for their colleagues, Credit Strategy products feature standardized reporting capabilities that evaluate employee performance in relation to accounts receivable results. Moreover, these systems are designed to optimize credit processes, ultimately boosting efficiency in financial management and decision-making. By improving workflows, they also contribute to a more strategic approach to credit and financial operations.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per advisor per month
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

Sora

Company Location

United States

Company Website

www.sorafinance.com

Company Facts

Organization Name

Credit Strategy

Company Website

www.creditstrategy.com

Categories and Features

Categories and Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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