Applied Business Software

Member Since

Applied Business Software

The Loan Office is powerful and affordable loan servicing platform for any franchise servicing a handful to hundreds of loans. Some of its features include borrower ACH payments, step-rate loans processing, comprehensive year-end tax reporting, printing and mailing 1098s, 1099-INTs, T5s, custom documents, conversation log, reminder system, user defined fields, escrow accounting, unlimited loan charges, payment processing (NSFs, payoffs, etc.), built-in financial calculator, and a borrower web portal.
Headquarters

Long Beach, CA
United States

Primary Services
Financial Services
Financial Services
Computer Software/Internet Services
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With The Loan Office® you can easily and effortlessly:

• Service many types of loans

QB/Accounting Integration

• Increase revenue by improving your collection process

• Automate payment distribution to funding sources with check printing

• Accurately track loan charges and advances

• Process regular payments, NSFs and Payoffs

• Email borrower statement, bills and notices

• Print, manage and e-file 1098, 1099s and Canadian T5 tax forms

• Access fully integrated document management system

• Schedule one time, recurring or event-driven loan reminders

• Automatically view an audit trail of critical changes to loan files

• Create your own SmartViews™ to show only certain loans, based on hundreds of filters

• Track every dialogue with your customers using the Conversation Log

• Export almost anything to Excel – statements, reports, grids, SmartViews™, and more.. 

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• Track multiple insurance policies with built in notices

• Create custom documents through our powerful integration with Microsoft Word templates and Mail Merge

• Track loan delinquencies and late charge assessments with automatic notices

• Track senior liens

• Create unlimited user defined fields And much, much more.