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features
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What is Totality?

Totality is a sophisticated loan management system aimed at improving lending workflows through extensive automation, strategic decision-making, and an integrated user experience. By optimizing crucial portfolio functions such as client communication, contract oversight, loan evaluations, funding processes, collections, and promotional efforts, it greatly reduces the need for manual intervention. Users enjoy a streamlined, contemporary dashboard that manages the entire loan process on a single, dynamically updating interface, consolidating communication channels—whether by phone, email, or text—alongside vital customer insights. The platform also delivers real-time monitoring of essential performance metrics and customizable mobile notifications, allowing operators to react promptly to shifts in performance data. Furthermore, Totality easily connects with various systems and allows for extensive customization, while its licensing structure includes software updates and dedicated support hours, eliminating any unexpected expenses. With these capabilities, Totality not only enhances the efficiency of lending professionals but also equips them to swiftly navigate the changing landscape of market demands, ultimately leading to improved customer satisfaction and business outcomes.

What is Neofin?

Neofin is a lending enterprise built on Shopify that operates as a low-code SaaS platform designed to streamline the lending process. With its innovative technology, you can establish virtually any type of lending operation in a mere 15 minutes. Additionally, you can configure credit products within an hour and start issuing loans on the same day. The platform comprehensively supports every phase of the borrower's experience, encompassing loan origination, servicing, and management systems. Our offerings consist of: - A POS front-end and BNPL widget - A dedicated Loan Management System - A customizable Borrower Area Site Builder - Tools for debt collection - Digital onboarding and KYC processes - Integrated CRM and marketing solutions - An advanced decision engine for credit scoring This robust suite of modules ensures that all aspects of lending are efficiently managed.

Media

Media

Integrations Supported

Plaid
Twilio
Authorize.Net
Chirp 3
DecisionLogic
EDGE
Flinks
Google Analytics
Mailgun
Microblink
NMI Gateway
PAVE
Pacer
PayPal
REPAY
Sherpa
Stripe
Zendesk
esendex
flex

Integrations Supported

Plaid
Twilio
Authorize.Net
Chirp 3
DecisionLogic
EDGE
Flinks
Google Analytics
Mailgun
Microblink
NMI Gateway
PAVE
Pacer
PayPal
REPAY
Sherpa
Stripe
Zendesk
esendex
flex

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,599/month
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

Totality

Date Founded

2021

Company Location

United States

Company Website

totalitylms.com

Company Facts

Organization Name

Neofin

Date Founded

2020

Company Location

United States

Company Website

neo-fin.com

Categories and Features

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

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