FUNDINGO Loan Servicing
FUNDINGO Loan Servicing automates and centralizes all operations related to servicing loans, starting from the booking (or creation) of a loan and all the way through loan closing. This solution was the result of working with hundreds of lenders with common needs and in search of a powerful yet intuitive loan management platform. FUNDINGO can handle virtually any alternative loan type that is non-agency, including small business, personal, installment, commercial real estate, construction, and community development, among others. At its core, FUNDINGO Loan Servicing automates the following key servicing activities, including but not limited to: - Loan booking - Disbursements, payments, and payoffs - Amortization schedules (including complex scenarios) - Loan modifications / deferments - Draws management - Construction budgets - Payment waterfalls - Loan Reserves - Funds / investor management - Collections - Borrower portal - GL integration
Top keywords
- loan9×6.57%
- servicing4×2.92%
- fundingo3×2.19%
- including3×2.19%
- management3×2.19%
- automates2×1.46%
- booking2×1.46%
- construction2×1.46%
- fundingo loan2×1.46%
- fundingo loan servicing2×1.46%
- loan servicing2×1.46%
- loan servicing automates2×1.46%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
