Marg Credit Track

Marg ERP 9+

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The Credit Track software suite is designed to manage the full lifecycle of a loan from application to closing to post-closing. Credit Track is a web-based loan origination, workflow, approval, monitoring, and reporting software that helps you manage your loan portfolio and mitigate commercial lending risks. The Credit File product allows you to manage credit files and electronic documents in a streamlined and integrated fashion within the credit process. With Credit Track, you can monitor your loan and relationships within a single system. The software suite also includes a context-sensitive help section to maintain system user guide as well as policy manuals, credit policy, underwriting guidelines, etc.
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Credit Track

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • Client Relationship Management (CRM)
  • Origination/Pipeline Management
  • Analysis/Underwriting
  • Credit Workflow Automation
  • Integrated Electronic Credit Files
  • Client/Borrower Portal
  • Task & Activity Tracking
  • Tickler & Covenant Maintenance
  • Portfolio Monitoring
  • Reporting
  • Dashboards
  • Preferences
  • Administration
  • Help/Tutorials
  • Client Relationship Management (CRM)
  • Origination/Pipeline Management
  • Analysis/Underwriting
  • Credit Workflow Automation
  • Integrated Electronic Credit Files
  • Client/Borrower Portal
  • Task & A

Key Specification

Other Categories:
Credit Repair Software Credit Monitoring Software
Deployment: Cloud Hosted
Customer Support: Phone,Email,Online (Ticket)
Customization: No
Languages Support: English

Who uses Credit Track

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Credit Track
  • Headquarter: Aliso Viejo,

Credit Track Description

Credit Track Video

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User Reviews

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quotes

What do you like best?

Full integration of CrM, risk and portfolio management in one system.

What do you dislike?

Not extremely user friendly. Takes some training to get it down.

What problems are you solving with the product? What benefits have you realized?

Primarily using it for CrM management now, as the company is phasing in other aspects such as risk and portfolio management. Works well to track calls, customers, and schedule upcoming calls on my outlook calendar. Requires a follow-up for ever call entered, which helps ensure you are thinking about the next meeting.

- James W

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Credit Track has 1 plans,

  • Credit Track USD 0.00

Credit Track provides Phone,Email,Online (Ticket) support.

Credit Track is not allowing Free Trial.

Credit Track provides Help Guides,Blogs for the software training.

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