Results 1 to 12 of 12
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08-17-2022, 03:35 PM #1
- Join Date
- Oct 2015
- Posts
- 37
Bank Statement Software
Any know of a software/crm that can pull data points from bank statements and present clearly on a sheet?
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08-18-2022, 10:09 AM #2
- Join Date
- Feb 2020
- Posts
- 30
ocrolus
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08-18-2022, 12:51 PM #3
Decision Logic is nice but lenders won't accept it...ask me how I know...LOL
Steve Benjamin
Professional Business Loans
522 Contessa
Irvine, CA 92620
steveprobiz@gmail.com
https://probizloans.net/
Broker, Underwriter, general business loan expert
949.228.1050
@ 24 hour funding working capital loans
@ Term loans from 3 years to 10 years at 9.5% and up
@ Equipment financing up to 7 years
@ Property loans - Hard Money and traditional - Primary, Investment, commercial, land, fix and flip, construction.
@ SBA loans - 7A and 504.
@ Private money equity and debt for major investments
@ Personal Loans up to gross income from personal tax return.
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08-18-2022, 01:09 PM #4
- Join Date
- Jun 2015
- Posts
- 3,322
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08-18-2022, 02:29 PM #5Steve Benjamin
Professional Business Loans
522 Contessa
Irvine, CA 92620
steveprobiz@gmail.com
https://probizloans.net/
Broker, Underwriter, general business loan expert
949.228.1050
@ 24 hour funding working capital loans
@ Term loans from 3 years to 10 years at 9.5% and up
@ Equipment financing up to 7 years
@ Property loans - Hard Money and traditional - Primary, Investment, commercial, land, fix and flip, construction.
@ SBA loans - 7A and 504.
@ Private money equity and debt for major investments
@ Personal Loans up to gross income from personal tax return.
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08-18-2022, 03:31 PM #6
- Join Date
- Dec 2021
- Posts
- 4
If you are looking for an alternative to ocrolus, there's a new company which does this; not sure if they are accepting new customers. You can email them at sf@smartfeedinc.com
Ari Rashkin - ari@lilyadvance.com - 901-586-9154
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08-18-2022, 06:54 PM #7
- Join Date
- Aug 2022
- Posts
- 13
MoneyThumb is way more elite than Ocrolus and won't break the bank. You're welcome
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08-25-2022, 06:36 PM #8
- Join Date
- Oct 2015
- Posts
- 37
Thanks everyone!
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08-26-2022, 10:20 AM #9
- Join Date
- Aug 2019
- Location
- Recently un-retired, "shocked" that nothing has changed.
- Posts
- 116
I just pay a qualified scrubber. Usually cheaper and I have the benefit of communication.
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08-29-2022, 12:23 AM #10
- Join Date
- Jun 2019
- Posts
- 196
Theres a company called cheaperteam that gives you european employees who scrape the data for you. I dont use them but a couple of friends of mine swear by them. may be worth checking out.
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02-20-2024, 08:22 AM #11
- Join Date
- Jan 2024
- Posts
- 2
herondata.io - they do both ISO Scrubbing and Bank statement parsing too.
for funders - Heron Data guys: https://www.herondata.io/iso-app-scrubbing/
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02-20-2024, 12:58 PM #12
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
Here at Centrex we have a pretty deep integration with Plaid both in our Wordpress plugin for website applications and in our white labeled mobile app. Give them a look.
Wordpress Plugin for Web Applications
https://www.centrexsoftware.com/wordpress-plugin/
White Label Mobile App
https://www.centrexsoftware.com/white-label-mobile-app/
With plaid we hit two of their endpoints for transactional data:
Transactions endpoint
Asset Report endpoint
The transactions endpoint simply pulls raw transactional data down from the bank. We pull this into the Centrex CRM and the mobile app for the merchant to view. The asset report endpoint is more for brokers/ISO's as it generates a PDF which looks like a bank statement using the banks data. This can be sent to funders or lenders etc.
Let us know if you would like to see how this works and we can show it off a bit.
Trey Markel
VP Sales and Marketing
(888) 622-5810
tmarkel@centrexsoftware.com
www.centrexsoftware.com
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