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Vision

Name: Vision
Rating: 4.5 (2 reviews)

By Vision Commerce

954 Interested

Highlights : About Vision

Financial statement analysis tools

Tracking & lookup capabilities

Internal routing & workflow

About Vision

Vision is a web-based lease and loan origination solution designed to help banks and leasing companies streamline business processes with a CRM system, built-in pricing tools, automated credit processing, documentation management, custom reporting, and more. With Vision’s CRM, users can access and manage real-time contact information quickly and easily, plus add notes to keep track of important conversations. Centralized data collection allows users to track and manage data, such as application statuses, collateral lists, and more, while credit analysis technology enables users to track credit notes and generate credit reports. Configurable credit profiling capabilities allow users to automate approvals or flag applications based on specific elements such as size, equipment, or vendor, while custom reports give users insight into business performance. A vendor/broker portal gives origination partners anytime access to quotes, reports or applications. To help users manage documentation and pricing, Vision provides flexible pricing engines, amortization tools, and a document library. Vision supports an unlimited number of documents and document types, including proposal generation, contracts, and invoices. Vision also offers funding, booking and task management tools, designed to enhance productivity. Users can assign tasks to employees, both manually and automatically, in order to ensure accountability and traceability within a team. Audit trail capabilities help users keep track of their business workflow and management.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Historical loan information

Loan submission control

Rules customization

User-defined scoring

Third party loan origination

Integrated vendor services

Relationship tracking

Credit risk management

Collateral lists management

Credit reports & analytics

Credit notes tracking

Yield-based pricing tools

Time & date stamping

Financial statement analysis tools

Tracking & lookup capabilities

Application status tracking

Internal routing & workflow

Approval process control

Benefits

Vision supports a rules-based workflow, with customizable criteria designed to enhance communication and streamline origination processes.

Maintain accurate contact information, and track important conversations through the central Vision CRM.

Customizable reporting capabilities give users insight into usage statistics and transaction lifecycles.

The vendor/broker portal provides instant access to quotes, reports and the application workflow.

Extensive .NET Math libraries allow users to build powerful pricing tools, which help users price individual transactions or create rate sheets for specific vendors or brokers.

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