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 Employees in the Office Space | Starter Businesses


Portfolio Management for Starter Businesses

Your business is a few years old and the contract volume is on track to expand over the next few years.  


Start off on the right track with our starter cloud package scaling up as your lending business grows.

Includes a full portfolio management system:

  • Loan or lease contract setup

  • Vehicle and/or equipment asset

  • Amortization schedule

  • Upfront Fees

  • Payment Terms

  • Payment Frequency Options

  • Transactions from funding to termination

  • Call & Activity screen for customer service

  • Reporting

No usage or transaction fees - pay a one-time setup fee and a recurring monthly fee.

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