Portal Accelerators

Your customer’s journey through the lease/loan lifecycle has become an expectation between borrowers and partners. In their personal lives, they have the conveniences of doing what they want, when they want to, on any device. Let Northteq help you define this user experience – we have the designers and developers to create an amazing customer journey. Our Portal Accelerators are pre-built portals for the Equipment Finance and Commercial Lending industries. Out of the box they include capabilities to price, structure deals, create credit applications, get application status, and several customer self-service options. Leverage our Portal Accelerators as a starting point to fast track your solution.

Accelerators

Your customer’s journey through the lease/loan life-cycle has become an expectation between borrowers and partners. In their personal lives, they have the conveniences of doing what they want, when they want to, on any device. Let Northteq help you define this user experience – we have the designers and developers to create an amazing customer journey. Our Portal Accelerators are pre-built portals for the Equipment Finance and Commercial Lending industries. Out of the box they include capabilities to price, structure deals, create credit applications, get application status, and several customer self-service options. Leverage our Portal Accelerators as a starting point to fast track your solution.

Benefits

Borrower & Partner Self Service

Mobile Ready

Amazing Customer Experience

Features

QUOTE

ONLINE PAYMENTS

CONTRACT MANAGEMENT

DASHBOARDS

DOCUMENT TRANSMISSION

ONLINE APPLICATIONS

STATUS NOTIFICATIONS

Dashboards

Allow users to get their data when they want it. Set-up access to Dashboards with drill down capabilities. Users can also output this data to Microsoft Excel or text format so they have the raw data when needed.

Quote

Let your borrowers and partners do the driving. They figure out the structure and payments that work for them. Users can calculate a payment amount based on basic inputs. Want to get a little more sophisticated? Customize the experience by creating skip and step payments.

Online Application

Is your online application antiquated? Time for an upgrade! Drive more business with an enhanced interactive experience. Allow your brokers, vendors, and borrowers to apply from any device, any time.

Document Transmission

What do you need to quickly and thoroughly approve the deal? Be pro-active in communicating what you need to get the deal done. Our document checklist feature enables borrowers, brokers, or vendors to drag and drop files right into the portal.

Contract Management

Borrowers and vendors are starting to demand the services they get from their personal bank experience. Empower them with self service capabilities such as early buyout quotes, remaining balance, and payment history.

Online Payments

Enhance customer satisfaction, create internal efficiencies, and increase cashflow by implementing systems to allow your customers to make online payments.

Status Notifications

Communicate proactively. Notify your brokers, vendors, and/or borrowers as soon as a deal is approved or any other time during the lifecycle of the deal.