Deal Structure & Contracting
- Easy deal structuring using our deal wizard
- Loan modifications
- Custom print packs and contract management
- Free forms library with unlimited access
Payment & Collections
- Related Financed Company (RFC) Management
- Integrate payment processing
- Automate recurring payments
- Built-in text messaging & payment reminders
- QuickBooks integration
Accounting with QuickBooks Integration
- Direct integration with QuickBooks eliminates double entries
- Run scheduled reports to send to an accountant or bookkeeper
- RFC management for BHPH
- Consultative services are available in partnership with industry leading SGC Certified Public Accountant
Extensive Reporting and Dashboards
- Custom reports and dashboards
- Payments and collections dashboards
- Accountant and tax reporting
