Our automated email reminders, and decisioning criteria help drive efficiency whilst empowering your staff to meet their goals.
We’re building an integrated ecosystem, because technology is better when it’s used together.
Set decision criteria to help ensure you get only the deals that are right for you. Use the TValue Engine to make calculating rates and payments simple. Pull credit reports automatically.
Our document template library means you can easily create the documentation you need, and leverage our integration with DocuSign to streamline signoff.
Analyzing your data using our report templates means you’ll have the insights you need to act.
Whatever software you’re using to help run your business, we’ve probably already integrated with it.
Manage delinquent accounts all in one place. Automatically import NSF files so that you don’t have to manage returns. Process credit card and debit transactions immediately. Automate your bank communications.
Change payment details and terms. Initiate financial amendments such as extending the term, shortening the term, changing payment frequency and inserting repayment hiatuses.
Good compliance is tedious, but with our software, it doesn’t have to be. Centralize your documents and records on the system for easier audits.
Seamlessly work with partners to fund or syndicate your portfolio. Track who your funder is right from contract inception. Alternatively, pool contracts together into packages for syndication/securitization at a later date.
Bill and accept payments via multiple mediums, calculate and assess late charges, track insurance, early terminate assets and contracts, and automate collection distributions across your team based on user defined rules.
Use our solution to data mine new financing opportunities and promote those to your customer base. Automatically communicate with your customers through email and text.
Our software is fully SOC 2 compliant, meaning that we undergo regular testing to ensure our software is secure, reliable, and meets industry standards for privacy and confidentiality. This means that you can rest easy knowing that your data (and your customers’ data) is in good hands.
Our LOS solution manages the end-to-end process of loan and lease applications, from initial inquiry through credit underwriting, approval and documentation. Our LOS is designed to streamline and automate lease and loan processes for both lenders and borrowers.
Our LOS solution can increase the speed and accuracy of loan or lease processing by automating repetitive tasks, reducing paperwork, and ensuring compliance with lending regulations. It allows lenders to handle applications efficiently, while borrowers benefit from faster approvals and electronic signature capabilities.
Yes, our LOS solution is designed to integrate with other financial and customer management systems. This enables seamless data flow between systems like CRM, LMS (provided by Constellation, or a third party), and credit bureaus, providing a holistic approach of accessing and transferring data.
At CFS, security is a priority. Our solution handles sensitive financial and personal information. Our LOS solution uses encryption, multi-factor authentication, and compliance with industry regulations to ensure data protection.
Yes, our LOS solution offers flexibility to tailor workflows based on different financial types, different equipment classes and different markets. This helps our clients expand their reach through new opportunities.
Our LOS software allows clients to generate a variety of reports, including application status, credit score analysis, risk assessment, and loan/lease portfolio performance.
Yes, our LOS solution is mobile and browser agnostic.
Our LOS solution can help client with the new impending 1071 compliance regulations.
Our LMS solution manages the lifecycle of loans and leases once they have been booked. Functionality includes funding, payment processing, collections, customer service, syndication/securitization, tax depreciation and accounting. We help lessors and lenders manage their portfolios efficiently throughout the contracts’ life cycle.
For lessors and lenders, our LMS simplifies loan and lease servicing and reduces administration tasks through automation. For borrowers, it offers transparency and easy access to contract information, payment schedule and support channels via our Customer Portal.
Yes, our LMS solution is designed to manage many different types of financial products, including leases, loans, interim financing, fixed rate, floating rate, step rate, and deferrals. Our robust list of financial products fit both the commercial leasing and lending space, along with consumer financing.
Our LMS solution automates payment processing, allowing for multiple payment methods, such as ACH, PAPP, and Credit Card processing. Our payment on demand module also helps with collections management.
Yes, our LMS solution employ encryption, secure login protocols, and regular audits to safeguard borrower and lender information.
Our LMS solution includes a customer portal that allows borrowers to access their loan or lease information, and view payment history easily, enhancing customer satisfaction.
Yes, our LMS solution has a robust Collections Module that can be configured to track delinquencies, managing collections, and generating reminders for late payments, helping lenders manage risk and improve cash flow.
Our LMS provides KPI reporting and standard accounting type reports, including Crystal reports. The reports provide information on loan and lease performance, portfolio health, delinquencies, and other metrics, helping lenders make informed decisions and adjust their strategies as needed.
