Automatically Receive Current Financial Information From Your Loan Customers
“Save Time and Effort in Maintaining Current Financial Information For Your Loan Customers Who Use QuickBooks ”
Loan Quick Link Features |
|
 |
Integration to Loan Customer's QuickBooks Account Balances
Receive Current and up-to-date Financial Information Automatically Every Year, Quarter or Month Attach Loan Documents to Customer Account Along With Comments, Diary Reminders and Document Request Alerts Allow Customers to Attach Loan Documents through our Customer Service Web Portal |
|
Customer Management Dashboard
Review and Manage Submitted Financial Statements Through On-Line Web Portal Download Submitted Financial Statement Documents To Your Computer to Attach to Local Loan Information Proper Documentation and Reporting helps keep your Loan Portfolio within Regulatory Compliance |
|
Signing Customers Up Is Easy
Simply Input The Customer's Name and Email Installation Link and Instructions are Sent To Customer By Email Customer Installs LoanQuickBooks© And Connects To QuickBooks Receive and Review EMail Containing Customer's Current Financial Information Document Attachments |
|
Customer Profile Information
Review Submitted Document History Through Web Portal Attach Loan Documents to Customer Account for On-Line Access |
|
Mobile Loan Portfolio Management Dashboard
Intuitive Graphical Dashboard Provides Clear Consise Visual of Your Institutions Revenue, Risk, Branch, Staff Performance Status at a Glance On-Line Board of Directors Reports allows for convienient access to critical portfolio information Loan Query and Report Generation and Data Export gives your Portfolio Information Complete Portability to Integrate into your Reporting Needs Loan Processing Work Flow Reports allow you to focus in on inefficient processes or impediments to prevent Document Exception Volume |
|
Triple Layer Network Security
With Loan Quick Link's exclusive “3 Lock Box Security” your Data is Safe and Protected Web, Application and Data Server Tiers Each Require Unique Authentication For Every User Request Secured Socket Layer (SSL) along with Custom Encryption of Sensitive Data Provides the Highest Level of Protection of Your Valuable Information |
|
Accumulated Historical Loan Analytical Data
From the First Day that you start using Loan Quick Link you will be collecting highly valuable historical data Identify Trends and Performance Information about your institution, customers, loan work flow as well as your staff operational effectiveness. |
|
Real Time Reporting
Generate Customizable Reports From your Loan Portfolio Export Active Loan Portfolio Information to PDF, Excel, Word and more Consume and View Customer Accounting Information Data Pulls Using our Web Portal API Services Integration Integrates to Accounting Software such as QuickBooks©, Farm Works© and SmartContractor© to Publish Customer Income and Balance Sheet Reports Directly to You |
|
Web-Based Solution that is easily deployed with zero desktop installs
Loan Quick Link is offered as a Software as a Service offered as a subscription service You can be up and running and leveraging the advantages of Loan Quick Link in a matter days You can be up and running and leveraging the advantages of Loan Quick Link in a matter days Click Here to start gaining savings and performance right now. |