Home/Loan Origination Software/Credit Track
Updated on: October 18, 2021

What is Credit Track ?

Credit Track - Loan Origination Software
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Credit Track

Commercial loan origination software
(1 Ratings) Write Review

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.

Credit Track Features Show All Features

Credit Track Technical details

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

Credit Track Pricing

Pricing ModelQuotation Based
Credit Track
Custom

Features

  • Client Relationship Management (CRM)
  • Origination/Pipeline Management
  • Analysis/Underwriting
  • Credit Workflow Automation
  • Integrated Electronic Credit Files
  • Client/Borrower Portal
  • Task & Activity Tracking
  • Tickler & Covenant Maintenance
  • Portfolio Monitoring
  • Reporting
  • Dashboards
  • Preferences
  • Administration
  • Help/Tutorials

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.

Credit Track FAQs

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.

No, Credit Track does not provide API.

Ask the Community View Community

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Credit Track Reviews

OVERALL RATING
5
Based on 1 Rating(s)
Rating Distribution
  • 100 %
  • 0 %
  • 0 %
  • 0 %
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James W
James WSource : g2crowd.com
(Reviewed on 29 July 2016) "Fully integrated CRM, Risk, and portfolio management system."

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.

...more

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