2
SALES MANAGEMENT Track leads and opportunies • Manage follow-ups and acon items • Proposal creaon and management • Pipeline management and reporng RELATIONSHIP MANAGEMENT • Complete visibility to all business relaonships • Access to historical payment informaon and exposure • Full history of notes, acvies and follow-ups • Detailed reporng to measure relaonship effecveness ONLINE PORTAL ACCESS • Web-based applicaon submission • Document generaon and emailing • Prospect/Contract/ Asset status access • Complete visibility with CRM and PRM integraon FINANCIAL STRUCTURE • Amorzaons powered by T-Value and/or SuperTRUMP • Flexible payment structure, including steps and skips • Unlimited number of assets per transacon • Standard rate tables and/or ad hoc transacon structuring FINANCIAL PRODUCTS • Capability to manage all types of leases and loans • Term and Revolving Line of Credit processing • Fixed rate, variable rate & usage-based structures • Alternave finance product structures CREDIT • View of real-me customer exposure and delinquencies • Financial statement tracking and spreading • Rules-based scoring and decisioning • Framework supports processing of policies and procedures FUNDING & BOOKING • Effecvely manage the enre vendor funding process • Interim rent, interest calculaons, billing for stub periods/progress pay • Configurable income and expense items • Auditable and configurable workflow CONTRACT & PORTFOLIO FINANCE • Securizaon • Syndicaon management • Parcipaons • Flexible structure to meet all types of servicing arrangements SERVICING YOUR PORTFOLIO • Flexible invoice/ statement presentaon • Complete cash management soluon • Automated processing of system jobs based upon a predefined schedule • Workflow framework to easily manage acvies, processes and follow-ups PORTFOLIO MANAGEMENT • Full GL structure to capture and record porolio-related journal entries • Easily perform mid-term modificaons while maintaining history • Report and account for book and tax depreciaon at the asset level • Flexible end-of-term processing capabilies ASSET MANAGEMENT • Ability to manage and report upon the full lifecycle of assets • Unlimited number of assets per transacon • Full inventory management capabilies, including the ability to track and capitalize refurbishment costs COLLECTIONS • Collector dashboard and job scheduling for collector assignments • Delinquency processing, collecon leers, etc. • Configurable and flexible collector assignment rules • Accounng and management of charge-offs and recoveries COMPLIANCE & RISK MANAGEMENT • Address validaon and auto assignment of tax jurisdicons • Robust UCC and insurance tracking capabilies • Full database auding and change reporng • User and transacon security features REPORTING & ANALYSIS TOOL • Over 120 Standard Reports ranging across all funconal areas • User ability to create Ad Hoc Reports ulizing any ODBC compliant tool • Online, real-me querying of system data • Run scheduled or on demand reports; delivered via email and Dropbox INTEGRATIONS • American Lease Insurance • Assurant Insurance • CCH Tax Jurisdicon Assignment • CSCFinancialOnline (UCC) • CT Lien (UCC) • eOriginal • Experian UK • FICO LiquidCredit • Great American Insurance • Melissa Data Address Validaon • MicroBilt • Microsoſt Dynamics Great Plains • PayNet Direct • Property Tax - PTMS • SuperTRUMP Pricing

RELATIONSHIP ONLINE FINANCIAL CREDIT FUNDING & MANAGEMENT … · management solution • Automated processing of system jobs based upon a predefined schedule • Workflow framework

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Page 1: RELATIONSHIP ONLINE FINANCIAL CREDIT FUNDING & MANAGEMENT … · management solution • Automated processing of system jobs based upon a predefined schedule • Workflow framework

FUNDING & DOC MANAGEMENT

vendor funding

and billings. Along with management of unlimited user document packages, formats, electronic

and integrated doc repository.

CRM

complete visibillity of lead tracking,

management of sales territory.

PRM

Stay in the loop with

submission. Keep an eye on prospects, contracts and assets.

FINANCE ACCESS

Manage all types of leases and loans, a long with the processing on Team and Revolving Line

with payment structures and ad

powered by T- Value and/or SuperTrump.

CREDIT

statments, view

exposure and delinquencies. Stay up on credit reports with the credit

and stay consistent with all policies and procedures.

FULL PORTFOLIO MANAGEMENT

Flexible structure for all types of servicing arrangements, easily

follow-ups, and allow

invoices/statements,

during mid-term and

of-term processing

ASSET MANAGEMENT

Unlimited number of

and manage the fulllifecycle of assets. Full inventory management

including the ability to track and capitalize refurbishment costs.

COLLECTIONS

assignment rules, collector dashboard,job scheduling for collector assignments, delinquency processing, and

Management of

recoveries.

COMPLIANCE & RISK MANAGEMENT

Robust UCC, insurance tracking,

and auto assignment

Other user and

features, along with

REPORTING & ANALYSIS TOOL

Over 120 Standard Reports ranging

areas. User have the ability to create Ad

any ODBC compliant

querying of system data and can runscheduled or on demand reports.

SALES MANAGEMENT

• Track leads and opportunities

• Manage follow-ups and action items

• Proposal creation and management

• Pipeline management and reporting

RELATIONSHIP MANAGEMENT

• Complete visibility to all business relationships

• Access to historical payment information and exposure

• Full history of notes, activities and follow-ups

• Detailed reporting to measure relationship effectiveness

ONLINE PORTAL ACCESS

• Web-based application submission

• Document generation and emailing

• Prospect/Contract/Asset status access

• Complete visibility with CRM and PRM integration

FINANCIAL STRUCTURE

• Amortizations powered by T-Value and/or SuperTRUMP

• Flexible payment structure, including steps and skips

• Unlimited number of assets per transaction

• Standard rate tables and/or ad hoc transaction structuring

FINANCIALPRODUCTS

• Capability to manage all types of leases and loans

• Term and Revolving Line of Credit processing

• Fixed rate, variable rate & usage-based structures

• Alternative finance product structures

CREDIT

• View of real-time customer exposure and delinquencies

• Financial statement tracking and spreading

• Rules-based scoring and decisioning

• Framework supports processing of policies and procedures

FUNDING &BOOKING

• Effectively manage the entire vendor funding process

• Interim rent, interest calculations, billing for stub periods/progress pay

• Configurable income and expense items

• Auditable and configurable workflow

CONTRACT &PORTFOLIOFINANCE

• Securitization

• Syndication management

• Participations

• Flexible structure to meet all types of servicing arrangements

SERVICING YOURPORTFOLIO

• Flexible invoice/statement presentation

• Complete cash management solution

• Automated processing of system jobs based upona predefined schedule

• Workflow framework to easily manage activities, processes and follow-ups

PORTFOLIOMANAGEMENT

• Full GL structure to capture and record portfolio-related journal entries

• Easily perform mid-term modifications while maintaining history

• Report and account for book and tax depreciation at the asset level

• Flexible end-of-term processing capabilities

ASSETMANAGEMENT

• Ability to manage and report upon the full lifecycle of assets

• Unlimited number of assets per transaction

• Full inventory management capabilities, including the ability to track and capitalize refurbishment costs

COLLECTIONS

• Collector dashboard and job scheduling for collector assignments

• Delinquency processing, collection letters, etc.

• Configurable and flexible collector assignment rules

• Accounting and management of charge-offs and recoveries

COMPLIANCE& RISKMANAGEMENT • Address validation and auto assignment of tax jurisdictions

• Robust UCC and insurance tracking capabilities

• Full database auditing and change reporting

• User and transaction security features

REPORTING &ANALYSIS TOOL

• Over 120 Standard Reports ranging across all functional areas

• User ability to create Ad Hoc Reports utilizing any ODBC compliant tool

• Online, real-time querying of system data

• Run scheduled or on demand reports; delivered via email and Dropbox

INTEGRATIONS

• American Lease Insurance• Assurant Insurance• CCH Tax Jurisdiction Assignment• CSCFinancialOnline (UCC)• CT Lien (UCC)• eOriginal• Experian UK

• FICO LiquidCredit• Great American Insurance• Melissa Data Address Validation• MicroBilt• Microsoft Dynamics Great Plains• PayNet Direct• Property Tax - PTMS• SuperTRUMP Pricing

Page 2: RELATIONSHIP ONLINE FINANCIAL CREDIT FUNDING & MANAGEMENT … · management solution • Automated processing of system jobs based upon a predefined schedule • Workflow framework

ASPIREMeets YOUR Needs

TechnologySolutions

ASPIRE Solution Model