Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business. Some essential items to consider when looking for new lending software are: Short and long-term business needs Cloud-based, or […]
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AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
CloudMyBiz and AI Assist Poised to Change the Alternative Lending Sales Process Conversica Automated Sales Assistant Integrated to Salesforce LOS ANGELES (PRWEB) OCTOBER 24, 2017 CloudMyBiz and AI Assist Powered by Conversica, have teamed up to change the way Merchant Cash Advance (MCA) companies do business with an automated artificial intelligence system that nurtures leads, improves conversion and […]
CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership PerfectAudit API Integration with Salesforce June 4, 2017 – CloudMyBiz, a leader in Salesforce development and implementation, is pleased to announce a new partnership with Ocrolus, an emerging innovator in bank statement review automation. The integration of the PerfectAudit API, powered by Ocrolus, into the Fundingo lending platform […]
If you’re in the Lending industry, you know the challenges of using multiple systems. There’s double data entry between your CRM and Loan Management Systems, with limited flexibility and reporting capabilities. You need a tool that brings together loan repayment and customer data, makes it easy to monitor loans and identify when deals are eligible […]