Lendstream Review

Lendstream is a cloud-based support and loan origination platform for customer relationship management and debt collection. Key features include lead generation, product and interest rate matching, document management, investor portfolio assistance, reporting and analytics. The software allows lenders to manage leads from multiple sources, analyze borrower profiles for pre-approval, maintain compliance records, automate payment collection, and schedule to-do lists for each employee. Managers can classify borrowers, keep communications records, prepare surveys, and collect customer feedback. Additionally, supervisors can create and assign tasks to employees, measure performance, and track deadlines. Teams can collect and archive documents in a centralized database and manage templates for agreements, text messages and emails.

LENDSTREAM – FEATURES

• Integrations and APIs: API approach allows to connect the 3rd party data or service providers you need – lead portals, open banking or payment gateways and so on
• Multi-Tenancy: several business entities can use one, integrated system that is easy to deploy and/or migrate to from legacy software
• Automated workflows: a customizable workflow-engine supports your business processes, controls execution and shortens the time-to-cash
• CRM and communications: customer details and contact information are saved in the CRM, allowing for transparent communication via phone, SMS or email
• Security: role based access management ensures users only have access to the modules and files they need
• Scalability: the system supports multiple products, business processes and locations, making it easily scalable. Installed on-cloud or premises
• Analysis: uses machine learning to analyze trends. 100+ predefined reports and the most important KPIs on screen
• Human resources and accounting: integrated timesheets and scorecards. Account management functionality for reliable data input of loan payments and other business transactions
• Integrated Document Management: loan documents and agreements can be prepared, sent from and tracked on the platform, and signed electronically.