Portfolio Management
Portfolio Management
- Deal wizard for easy deal structuring.
- Contracting and custom print packs.
- Loan modifications, extensions, and date changes.
- Accounts receivable and side note management.
- Performance dashboards, reporting, and analytics.
Related Finance Company (RFC) Management
Related Finance Company (RFC) Management
- Track RFC payments and transactions with detailed reporting and notes. Facilitate 3rd party portfolio sales with performance reporting, collections, and delinquency statuses.
Collections and Payment Processing
Collections and Payment Processing
- Integrated ACH & credit card payment processing.
- Automatic recurring payments.
- Detailed payment history, and reporting.
- Collections queue, call tracking, and notes.
- Irregular payments and promise to pay tracking.
CREDIT BUREAU REPORTING VIA DATALINX
CREDIT BUREAU REPORTING VIA DATALINX
- Datalinx aggregates the data and reports loan activity to the credit bureau agencies.
- Minimum portfolio size may be required.
Email & SMS Messaging
Email & SMS Messaging
- Automate email and text messages to send payment reminders, past due notices, insurance expiration reminders, and other
custom templates. - Unlimited messaging and tracking in the system so you
can monitor all activity at any given time.
QuickBooks Integration
QuickBooks Integration
- Compatible with QuickBooks Online edition.
- Run scheduled reports to send to the accountant or bookkeeper.
- Consultative services are available in partnership with SGC Certified Public Accountants.
Portfolio Selling
Portfolio Selling
- Easy auto loan selling via integration with Agora marketplace.
- Choose loans and make them available for bidding/sale within Agora.
- One-click integration automatically transmits loan data to Agora.
Dashboards & Reporting
Dashboards & Reporting
- Monitor collections and portfolio performance with default
reports and dashboards built into DealerCenter. - Customize your reporting and conduct your analysis to ensure you have the insights you need to be successful.