LoansNeo

LoansNeo

Achieva.ai
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About

LoansNeo is a lending management software developed for Banks and NBFCs. It comes with custom workflows, visual analytics, and AI-based recommendation features and can simplify loan origination, journey management, scheduling, payment tracking, and other lending activities.

About

TruStage provides digital-first insurance and financial services solutions designed to help individuals, credit unions, financial institutions, and businesses make confident financial decisions and protect what matters most. Its offerings span consumer insurance, lending protection, business protection, annuities, workplace solutions, compliance services, and wealth management. For lenders, TruStage provides a digitally oriented lending program that integrates payment protection directly into the loan application experience, giving borrowers real-time eligibility checks, contextual education, and the ability to select coverage without leaving the lending workflow. Supported protection products include Debt Protection, Credit Insurance, and Guaranteed Asset Protection (GAP). Member selections can flow directly into loan documents, reducing rekeying and additional staff steps, while integrations are designed to work with leading loan origination systems and lending platforms.

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

Banks, NBFCs, loan managers

Audience

Individuals, financial institutions, and businesses wanting a tool to access digital-first insurance, lending protection, and services that support financial decisions

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

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.3 / 5
design 4.5 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • Easy customization. Risk scoring. Audit trails. Ready-to-use reporting. Mobile-ready configuration. Easy customer journey management. Seamless loan approvals.
  • Effective automation of different loan lifecycle processes Important insights for decision-making and customization of workflows. Quick and hassle-free loan approvals. Reduced complexity.
  • 1. Customize workflows with no IT involvement 2. Ready-to-use reporting 3. Risk-scoring 4. Audit trails 5. Pre-built support for receivables 6. AI-driven insights for decision-making and underwriting 7. Automation capability
  • Streamlined Automation: The software effectively automates various stages of the loan lifecycle. Informed Decision-Making: It provides valuable insights for making informed decisions and allows customization of workflows. Swift and Trouble-Free Approvals: Users experience quick and hassle-free loan approvals. Reduced Complexity: The software simplifies complex loan procedures.
  • Easy integration with payment gateways and other marketing apps. Assists with risk profiling and predictive analytics for each customer. Facilitates faster interactions via inbuilt automated and customized approvals.

Cons

  • To get maximum return on your investments, it is advised to customize the solution according to your business needs.
  • According my to experience and after use right now. Haven’t come across any as of now.
  • According my to experience and after use right now, I Couldn’t find any.
  • Currently I haven't found any cons or lack of features, none as of now.
  • Failing to utilize the software to its full potential might be costlier, which can be one of the cons. It is advised to check if the software works well for your business-specific needs. Otherwise, there are no cons as such.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Achieva.ai
United States
achieva.ai/loans-neo/

Company Information

TruStage
Founded: 1935
United States
www.trustage.com

Alternatives

LendFoundry

LendFoundry

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HES LoanBox

HES LoanBox

HES FinTech
Novopay

Novopay

Novopay Solutions

Categories

Categories

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Integrations

Salesforce

Integrations

Salesforce
Claim LoansNeo and update features and information
Claim LoansNeo and update features and information
Claim TruStage and update features and information
Claim TruStage and update features and information