How We Help
- Loan Card – The central repository for each loan, with every piece of information stored in one place for easy reference and reporting
- LOS to Ledger Automation – Custom imports that consume and validate loan-level data straight from your LOS automatically at multiple stages of a loan’s lifecycle.
- Loan Funded/Sold Processing – Process and validate funded and sold data through to General Ledger for hundreds of loans in a matter of seconds.
- Warehouse Line Report Consumption – Easily ingest Warehouse Line disbursement and settlement reports into the G/L without having to manipulate spreadsheets or hand key data
- Loan Level Reconciliations Tools – Ensure compliance with loan level controls, lending, and compliance agreements and maximize revenue using Loan Vision’s many reconciliations tools.
- Loan Level Reporting – Utilize prebuilt & custom loan-level reports to fully understand the true cost to originate, loan-level profitability, and much more.
- Interim Servicing – Functionality that streamlines the short-term servicing of a loan, typically between the funding and sale of a loan. Produce payment request letters, receive payments, print 1098’s, and export investor reports
AP & Cash Management
Reporting & Budgeting
Asset & Lease Management
What People Say About Us
Loan Vision absolutely has made us more efficient. Our efficiency is not limited to analytics and reporting, the interface is clear and concise. The staff are not only importing data with no errors, they're also creating their own templates to import. It's not as much of a challenge anymore.
The biggest area in which we have seen new efficiencies has been in the loan processing area. Typically, with the loan volume we see at Success Mortgage Partners, it could take a person up to three days to process it all manually. Today, we’re able to do it in about 4 hours!
Not only are we processing double the number of units we were before with the same amount of staff, we’re also able to cut our accounting month-end processes by a day and half. Our company is very strict with speed to make a decision; now the executives aren’t waiting on financial information that could determine an outcome.
Before, we didn’t have the time to create this data because we were spending all of our time just trying to get to a number. We’re able to get our data so much faster now and can spend more time getting management the information they need to make our company more successful.