Credit Track is Loan Origination Software. Credit Track offers the following functionalities:
- Document Management
- Client Management (Customer)
- Workflow Management
- Compliance Management
- Audit Trail
Learn more about Credit Track features.
Credit Track is a web-based loan origination, workflow, approval, monitoring, and reporting software that helps you manage your loan portfolio and mitigate commercial lending risks. Using the Credit File product, you gain the ability to manage credit files and electronic documents in a streamlined and integrated fashion within the credit process. Monitor your loan and relationships within a single system. Context-sensitive help section to maintain system user guide as well as policy manuals, credit policy, underwriting guidelines, etc.
|Support||Online||Customer Type||Large Enterprises Medium Business Small Business|
|API||NA||Location / Phone Number||Aliso Viejo, California / 888-315-4704|
|Deployment||SaaS/Web/Cloud||Category||Loan Origination Software|
Disclaimer: The pricing details were last updated on 02/09/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Credit Track pricing.
No, Credit Track does not provide API.
What do you like best?
Full integration of CrM, risk and portfolio management in one system.What do you dislike?
Not extremely user friendly. Takes some training to get it down.What problems are you solving with the product? What benefits have you realized?
Primarily using it for CrM management now, as the company is phasing in other aspects such as risk and portfolio management. Works well to track calls, customers, and schedule upcoming calls on my outlook calendar. Requires a follow-up for ever call entered, which helps ensure you are thinking about the next meeting.
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