Smart Configurations

Our systems are fully configurable from fields to workflows, for any type of transaction or asset, with unlimited risk tiers based on your chosen criteria.

• Shave time off of each transaction by configuring automated workflows into each step of your operations.

• Make user-friendly updates and capture new markets at speed, without the help of IT.

Our Smart Configuration framework provides logical parameters to let you make the changes you want without compromising the integrity of the system.

Turnkey Integrations

Our solutions easily integrate with third-party applications or modules. Leverage the expertise of the best in the business without the hassle of lengthy implementations.

Popular Integrations:

• Credit Bureaus: Equifax, TransUnion, and Experian
• Loan Application Sources: Inovatec Consumer Direct, SCI, CUDL, Dealertrack, Route1, and CoreLane
• Decision Engines: Equifax InterConnect, FICO Decision Management Suite, Trust Science ML, Zest ML, DecisionEdge
• Valuation Sources: Kelly Blue Book, Black Book, Nada, MMR
• Risk and Compliance Modules: Equifax AML Assist, Jumio, Experian, LexisNexis, TransUnion, Carleton
• Document Management: DocuSign, OCR, and Imaging Vault, Ring Central, Right Fax
• LMS Connections: Inovatec LMS, AutoPal, Constellation LeaseComplete, LeaseWave, Symitar, Shaw Systems, Nortridge, ASPIRE LeasePlus

Industry-Leading Aftercare

Our Aftercare Support and Training Program was built from the needs of our customers.

• Easily access the tools you need to self-serve. Our Customer Support Portal provides training through how-to guides, written materials or video training.

• Save time on manual training. Our in-system “Guide Me” feature provides with step-by-step guidance, interactive walk-throughs, tools, and tips right from your user screen.

• Get human support when you need it through a dedicated product manager. We’ll continue to customize your product road map as new needs arise.

AI & Automation

Our automation of the funding process and subsequent workflows is the competitive edge that allows our clients to scale at speed.

What Can be Automated?

Credit & Income Verification

• Advanced auto-decisioning matrix and scorecards
• Automatic banking verification

Communications

• Status updates to and from Inovatec Direct
• Communications to customers: deficiencies pending or items missing to fund the deal

Data & Document Management

• Optical Character Recognition (OCR) of incoming documents by Fax, Email, or Text
• Auto-indexing of both structured and unstructured documents

Automated Workflows

• Automatic submission of deals to LMS and PPSA
• Trigger work queues based on case logic

Quick Deployment & Secure Data Migration

During implementation, our solutions can be customized to your unique business needs with full deployment in as little as two months.

• Test environments and mock conversions ensure integrity and accuracy during your data migration.

• Minimal system downtime so you can run your business without interruption.

• Cloud-based Azure environment for maximum security during and after migration.

Easy Analytics, Reporting & Custom Dashboards

Our robust reporting suite allows you to instantly understand the health of your portfolio, business and employee performance through our robust reporting suite.

• Access user-friendly state-of-the-art analytics with data import and export capability.

• Tailor custom dashboards and insights for C-suite executives and departments with different views and permissions.