Collection Pro

Collection Pro

Credit Strategy
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About

Credit Strategy products are Microsoft based credit management systems that utilize such tools as Access, SQL databases, Excel and Word. They work with any accounting software or ERP system, such as Oracle, SAP, JD Edwards, Peoplesoft, etc. They work in most operating systems, such as an AS400 or UNIX environment. Credit Strategy products are designed by credit professionals for credit professionals. Program comes with standard reports and measure employee performance as well as A/R results.

About

Sora’s AI debt management software helps financial advisors wow clients and win proposals. Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies. Request a new loan and we will scan our ecosystem of 50+ wholesale, retail, and credit union lenders. We do the work so you and your client don’t have to. Sora finds clients better deals for their new or existing home, auto, and student loans and seamlessly moves into them. Sora is an easy-to-use software that helps you visualize, analyze, and act to optimize your client's debt. Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identify areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations searching for a Collection Management system

Audience

Credit management companies and financial advisors in need of a solution to manage clients and proposals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$100 per advisor per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Credit Strategy
www.creditstrategy.com

Company Information

Sora
United States
www.sorafinance.com

Alternatives

CMS Credit Suite

CMS Credit Suite

Credit & Management Systems

Alternatives

Veo 3.1

Veo 3.1

Google
Bectran

Bectran

BECTRAN
Credit Hound

Credit Hound

Draycir
Kwik-Loan

Kwik-Loan

Emphasys
NuDebt

NuDebt

Selas Technologies

Categories

Credit Management Supported
Debt Collection Supported

Categories

Credit Management Supported

Debt Collection Features

Agency Management Not Supported
Auto Dialer Not Supported
Automated Notices Not Supported
Callback Scheduling Not Supported
Client Management Supported
Commission Management Supported
Compliance Management Not Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Supported
Transaction Management Not Supported

Integrations

AIReel Not Supported
Advivi Not Supported

Integrations

AIReel Supported
Advivi Supported
Claim Collection Pro and update features and information
Claim Collection Pro and update features and information
Claim Sora and update features and information
Claim Sora and update features and information