LinxCRMLinx Software
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Related Products
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About
Generic CRM systems do not understand finance-specific matters like loan details, insurance, commissions or investments. There are generally no fields to enter such things, nor can they report effectively on them. LinxCRM has been designed from the ground up for finance, by people from the industry. It "knows" finance. Normal web-based system leave you open to risk under privacy legislation. By contrast, LinxCRM keeps your client data entirely under your control, yet still allow remote access if needed through a "private cloud". Even we can't access your data! If your business covers more than one aspect of finance you wont need multiple systems to handle your CRM needs. You'll be able to see at a glance each Client's entire portfolio of loans, policies, properties, etc. in the one client record, along with copies of your supporting compliance documentation.
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About
Loan Vision is an industry-specific mortgage accounting and financial management platform designed to help mortgage banks, banks, and credit unions streamline complex accounting operations, reduce manual workload, and enable data-driven decisions with real-time analytics. It delivers comprehensive loan-level accounting, so finance teams gain detailed visibility into each loan’s financial performance, automate general ledger entries, and integrate directly with loan origination systems to validate and reconcile loan data efficiently while reducing errors and operational costs. It also includes accounts payable and cash management tools for streamlined payment processes, robust reporting and budgeting tools with custom and prebuilt reports, and predictive analytics and modeling that combine LOS and general ledger data for strategic insight into profitability and performance.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes to manage their finance-specific operations
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Audience
Independent mortgage banks, banks, and credit unions that need specialized, data-rich mortgage accounting and financial management software to automate workflows, gain loan-level visibility, and improve profitability
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLinx Software
Australia
www.linxcrm.com
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Company InformationLoan Vision
Founded: 2006
United States
www.loanvision.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Infracommerce
Uptix
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