FISCAL

FISCAL

Vision Software Solutions
Moneylender Professional

Moneylender Professional

Whitman Technological Corporation
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About

For over thirty years, our products have delivered standardization and efficiency to banks and credit unions across the country. We understand how you work. Fiscal spreading and tracking are products of Vision Software Solutions. We’ve worked with thousands of bankers for over three decades, and our average customer has been with us for more than 11 years. Because we understand the things that are important to you, our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading always balances consistency and flexibility. Again and again, as banking software providers we’ve heard that Excel-based statement spreading and tickler tracking processes are inconsistent, prone to error, and time-consuming. At the same time, we’ve maintained our products as stand-alone solutions because spreading and tracking are too critical to be treated as add-ons in large end-to-end systems.

About

Loan servicing software to track the balance and payments on virtually any type of loan or lease. Easily manage hundreds or thousands of loans generating customizable statements, reports. Borrower online access and electronic payment (US banks only) using our AutoPay system. Very affordable. Download Moneylender - it will run as a Demo until you purchase it, so you can test it out with your loans. Email and phone support, support forums, integrated User's Guide. We're here to help you make the most of what Moneylender can do.

Platforms Supported

Windows 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

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

Audience

Financial institutions and banks searching for a community banking software solution

Audience

People with loans, investment firms, big-ticket retailers, car dealerships, venture capital, credit unions.

Support

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

Support

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

$489 one-time/user
Price is one-time purchase. Optional upgrade access for $129/year after the first year.
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

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Reviews/Ratings

Overall 5.0 / 5
ease 4.6 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The flexibility to handle lots of loan types and scenarios. Other software companies charge extra for the report features that this software includes standard--it's pretty amazing.
  • Very user friendly and I like that it offers a variety of interest, and late fee calculation options. The many reports that are included with the software can be tailored to efficiently and successfully service any loan.
  • Moneylender is user friendly, customizable, and Josh (the creator) is so helpful! He has gone above and beyond to help us through understanding and using the product to fit our business needs. It is well designed, appropriately updated, and effective for loan tracking.
  • I switched from another product to this which was the best move I ever made. It was a big decision because I was so dug in to the old software but making the move was a wise choice! I have all of my students purchase this product because I know how to work it and now they do also! NoteConference.com
  • The software calculates the interest and fees based on payment dates and produces a professional statement for your Borrowers. Customer service is outstanding. They answer on the first or second ring and stay with you for some of the crazy scenarios that you will encounter as a Lender. They even rewrite code to accommodate customers.

Cons

  • Absolutely nothing. The software delivers exactly what it claims to offer.
  • Some of the loan reports don’t total the columns. It would be a good feature if those reports would total the columns or give you the option to total them. Unless that’s a feature I haven’t learned yet.
  • There are some specific features that did not fit our business model, i.e. we apply funds to principal and interest before paying additional fee/escrow balances due (Moneylender applies funds to fees/escrow before p/i). However, despite the difference, Josh has helped us understand and work with these differences to still efficiently use the product.
  • Temporary discomfort transferring out of one system into this system. Now there is a work around available to "import" loans from the old platform to this one
  • That I didn't find MoneyLender sooner. It is a great tool!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Vision Software Solutions
www.visionsoftwaresolutions.com

Company Information

Whitman Technological Corporation
Founded: 2004
United States
moneylenderprofessional.com

Alternatives

Alternatives

LoanAssistant

LoanAssistant

Integrated Accounting Solutions
TAC CREDIT

TAC CREDIT

Tyler Analytics
Baker Hill UN/FY

Baker Hill UN/FY

Baker Hill
Mortgage+Care

Mortgage+Care

Consulting Plus

Categories

Commercial Loan Supported

Categories

Commercial Loan Supported
Loan Servicing Supported
Mortgage and Loans Supported

Commercial Loan Features

Asset Management Not Supported
Audit Trail Not Supported
Complex Debt Structures Not Supported
Dashboard Not Supported
Document Management Not Supported
Exposure Management Not Supported
Lead Management Not Supported
Pipeline Management Not Supported
Risk Management Supported
Trend Analysis Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Commercial Loan Features

Asset Management Supported
Audit Trail Supported
Complex Debt Structures Supported
Dashboard Supported
Document Management Supported
Exposure Management Supported
Lead Management Supported
Pipeline Management Supported
Risk Management Supported
Trend Analysis Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Supported
Loan Processing Not Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Integrations

No info available.

Integrations

No info available.
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