Cashwise Overview

Cashwise is a comprehensive loan servicing software designed to streamline the management of loan portfolios for financial institutions and lending organizations. With its user-friendly interface, Cashwise allows users to manage loan applications, track repayments, and monitor account statuses efficiently. The software features powerful tools for calculating interest rates, managing payment schedules, and generating loan documentation, ensuring compliance with industry regulations. Cashwise’s robust reporting capabilities provide insights into loan performance, delinquency rates, and customer demographics, empowering lenders to make informed decisions. Integration with existing accounting and CRM systems enhances overall operational efficiency, reducing administrative burdens. Additionally, Cashwise supports mobile access, enabling loan officers to manage portfolios from anywhere.

Read More

Contact Details

  • Vendor Name Softwise
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Financial Services

You May Also Like

Calyx Point

Calyx Point

Contact Vendor

Construction Loan Manager

Construction Loan Manager

Contact Vendor

LendingPad

LendingPad

Contact Vendor

Cashwise Features

  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

Cashwise Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Cashwise FAQs

Cashwise is a comprehensive loan servicing software designed to streamline the management of loan portfolios for financial institutions and lending organizations. With its user-friendly interface, Cashwise allows users to manage loan applications, track repayments, and monitor account statuses efficiently. The software features powerful tools for calculating interest rates, managing payment schedules, and generating loan documentation, ensuring compliance with industry regulations. Cashwise’s robust reporting capabilities provide insights into loan performance, delinquency rates, and customer demographics, empowering lenders to make informed decisions. Integration with existing accounting and CRM systems enhances overall operational efficiency, reducing administrative burdens. Additionally, Cashwise supports mobile access, enabling loan officers to manage portfolios from anywhere.

  • No, Cashwise does not offer a free version.

  • Yes, Cashwise offers a free trial.

  • No, Credit Card details are not required for the Cashwise trial.

  • No, Cashwise does not offer an API.

  • Cashwise supports the following languages:
    • English

  • Following are the typical users of the Cashwise:
    • Self-Employed , Small-Business , Midsize-Business