Loan & Subscription Origination + Point of Sale + Account Servicing
Create Retail Installment Contracts or Open Line of Credit (Revolving Credit) Agreements. Offer Promotional Terms like Deferred Interest or No Interest if Paid in Full.
Easily enroll your customers in Monthly, Quarterly or Annual service subscriptions.
Process Credit Card or ACH Check payments for purchases or down payments.
The system takes care of all aspects of Loan Servicing. Interest Accrual and Assessment, periodic statements, payment collection and required notifications. The system supports paper statements or allows consumers to enroll in electronic communications. Every consumer is also provided with access to an online portal to manager their account, communications settings and to make payments. The system also manages your subscriptions by providing auto renew and recurring payments. Automate alerts are sent to keep customers on track.
uPortal360 is a hosted online solution that is available 24 X 7 and works on a computer, laptop or tablet.
Finance Amount & Term Display
In Person – DocuSign Process
Choose to Start a Loan Application, Enroll in a Subscription, or make a Point of Sale Transaction. Or choose to have all of these options. With uPortal360 you can configure anyone of these options, all of these options or any combination of these options that meet your business needs
In addition to the Customer Information you collected, we will need to know a few more things about the consumer to run a Credit Application. The application will receive a decision in seconds. If it’s approved (ask us about how to create a program that approves everyone),
Safe Harbor – This part of our platform is still under development
This is the best part, we take care of all this for you. The uPortal360 has every online service your customer would expect:
We also offer a wide range of servicing support. We can make courtesy calls we can make the hard uncomfortable calls when the consumer is past due, we can offer hardship programs, and we have a call center that is open for support 6 days a week and we offer Chat support.
Your customers are our number one priority.
While all this is happening, you have full visibility to the entire process. You can easily search and pull up any of your customers and see their account, see logs of our interactions. You can also run reports on your portfolio.