- Audit Trail
- Client Management (Customer)
- Document Management
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SYNDi Loan Manager offers custom pricing plan
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SYNDi Loan Manager is a powerful, easy to use, fully integrated Loan Origination System (LOS) designed specifically for the needs of notaries and loan officers. The software integrates all aspects of the signing and note taking process into one seamless ... Read More
An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source. With the use of the audit trail, an auditor can track the financial data of a specific transaction from the general ledger to its source document. Audit Trail is a live record of changes on your site – it keeps a log of everything that’s ever happened. Any changes made to properties, taxonomies, terms or users will automatically be recorded in the audit trail table. This includes the changes which are not visible to the end user: updating unpublished post or pages, deleting archived items, editing user profiles, etc.
Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationships. This encompasses a wide range of tasks including customer service, sales, marketing, and customer support. In simple terms, client management is the process of maintaining positive relationships with customers in order to meet their needs and expectations. One of the main goals of client management is to develop and foster strong relationships with clients. This is done through efficient communication and personalized interactions
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document management. You may save time and money by using document management. Document security, access control, centralized storage, audit trails, and fast search and retrieval are all features included. The documents could be organized by department, vendor, purchase order number or any other business notion that makes sense for your company. Document management systems, unlike file cabinets, store documents in electronic folders that numerous pieces of information can index. This allows users to search for and retrieve documents based on various parameters.
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905-940-0751
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Markham, Canada
SYNDi Loan Manager is a powerful, easy to use, fully integrated Loan Origination System (LOS) designed specifically for the needs of notaries and loan officers. The software integrates all aspects of the signing and note taking process into one seamless program. SYNDi Loan Manager features comprehensive help screens, printable instructions and reports, automatic remittance calculations, a complete foreclosures module, power search capabilities and much more.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta