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09-13-2019, 03:42 PM #1
- Join Date
- May 2017
- Posts
- 123
CRM Tip of the Week - Choosing the Right Lending Software
Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business.
Some essential items to consider when looking for new lending software are:
- Short and long-term business needs
- Cloud-based, or on-premises
- Comprehensive, integrated origination and servicing functionality
- Smart automation, proprietary credit scoring
- Easy to deploy, easy to learn
- Access to technology and customer service support
- Proven track record
- Affordable investment
Click here to read the full article!
At CloudMyBiz, we built our Loan Management Solution, FUNDINGO, on the Salesforce CRM platform. Salesforce, as the world’s #1 CRM provides us almost limitless flexibility in addition to powerful automations and built-in scalability.
For more information or details on how our solution aligns with the above points, and if it will meet your specific business needs, feel free to drop us a line.
The CloudMyBiz Team
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09-14-2019, 10:37 PM #2
- Join Date
- Apr 2019
- Posts
- 318
what sets you apart from say a centrex or what is your value proposition ?
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09-20-2019, 03:46 PM #3
- Join Date
- May 2017
- Posts
- 123
First and foremost, our FUNDINGO Loan Management Solution is built on Salesforce. We find a lot of our clients start with smaller CRM solutions, like a Centrex, but as they grow they find the solution can't scale along with them and no longer meets their needs. Salesforce is infinitely scalable, and this allows us to set up clients for long term success and growth.
Second - our internal team is made up of experts in Salesforce, development, and the Alternative Funding industry, so we have unique insight into the unique needs and processes of the industry. This means that if you go with the FUNDINGO solution, you are going with something built specifically for funding, and not a very generic CRM framework that is then tailored to the industry. That being said, our projects generally involve some amount of custom dev and configuration, because every business is built differently and we want to tailor the system to your needs.
Finally, FUNDINGO has been around and used by Alternative Funding companies since 2013. All of that real life testing and troubleshooting goes back into the system, and has given us a pretty battle-tested solution.
you can get more info on the solution at www.fundingo.com or, for details on our custom development and implementation - www.cloudmybiz.com
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09-23-2019, 07:39 PM #4
- Join Date
- Mar 2019
- Posts
- 97
what sets you apart from say a Connectedfi or what is your value proposition ?
what sets you apart from say a infactor or what is your value proposition ?
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10-02-2019, 10:55 AM #5
- Join Date
- Mar 2019
- Posts
- 97
an then there is the cost of Fundingo .....
10-15K setup fee
$585 a month fee for Fundingo
requires Enterprise Salesforce subscription
All in this is a great system, but only made for bigger shops, it is extremely cost prohibitive towards small and medium size shops ......
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