Posts by Greg Davis
SMS/Text Messaging in Loan Management
SMS/Text Messaging in Loan Management With its high open, read, and response rates, text messaging is proving to be one of the most reliable — and highest ROI — marketing channels in industries of all kinds, including financial services. Sometimes referred to by its more technical term, SMS — short messaging service — is by…
Read MoreBenefits of CPQ & Retail Lending: Accurate Pricing, Efficient Process
Benefits of CPQ & Retail Lending: Accurate Pricing, Efficient Process Homeowners wanting to remodel their kitchen. A warehouse looking to install a new HVAC system. A property management company seeking to contract a pest control company. In all of these cases, it’s likely that each sales representative worked out pricing for their potential customer using…
Read MoreHow Do You Measure Your Software ROI?
How Do You Measure Your Software ROI? (And Other Questions About Choosing SaaS Products and Salesforce Implementation Partners) If you’re a solopreneur or own a small-to-medium sized business (SMB), you might be the primary or one of only a few decision makers when it comes to significant purchases. Oftentimes, though, the main advocate for a…
Read MoreLoan Management Software Feature Spotlight: Borrower Portals
Checking an application status. Making a payment. Updating a credit card number. Resetting a password. Uploading a document. These are all common tasks a borrower — or potential borrower — might perform online. Once a potential client becomes an applicant, much of the activity will take place behind a secure, password-protected area, often referred to…
Read MoreLoan Management Software: What You Need to Know About Safety, Security & Salesforce
Loan Management Software: What You Need to Know About Safety, Security & Salesforce Trust has always been at the forefront of the financial services industry. In today’s global and technologically advanced world — especially with the growing sophistication of cybercrime — how we collect, protect, manage, store, and share consumer data has perhaps never been…
Read MoreSalesforce and CDFIs: A Solid Loan Management System for Community Lenders
Community Development Financial Institutions (CDFIs) are on a mission to make capital more accessible to individuals, families, and small businesses. These innovative, inclusive lending programs are making an incredible impact in underserved urban and rural areas across the country, one loan at a time. How CDFIs Help Small Businesses Prosper With roots in the Community…
Read MoreStudent Loan Management Software: Reporting Tools for Educational Lenders
Higher education is one of the wisest investments someone can make in their future—but the rising cost of college can make a degree seem out of reach. Independent lenders have an incredible opportunity to help people fully realize their academic and professional potential. At-a-Glance: Where Do Private Student Loans Come In? Most colleges and universities…
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