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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$100 per advisor per month
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

Debt Collection Features

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Integrations

AIReel
Advivi

Integrations

AIReel
Advivi
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