FinanceEdgeCS

Customer Relationship Management

FinanceEdgeCS allows for processing with all addresses, contacts, quotes and transactions tied to a main customer record. The FinanceEdgeCS Customer Relationship Management module supports all types of leads and is directly integrated with all other areas of FinanceEdgeCS, including task management, pricing and MS Office integration modules. Quotes and proposals can therefore easily be generated from this module.

Introduction

Origination

Credit Adjudication

Customer Relationship Management

Document Management

Reporting

Syndication, Funding and Booking

Back Office Integration