ConnectFi Overview

ConnectFi is a powerful loan servicing software designed to help financial institutions manage the entire loan lifecycle, from origination to repayment. The platform offers a comprehensive suite of features for tracking loan applications, disbursements, payments, and collections, ensuring that financial institutions can efficiently manage their portfolios and deliver high-quality service to customers. ConnectFi’s automation tools streamline loan servicing tasks such as payment reminders, interest calculations, and document management, reducing administrative overhead and improving efficiency. The software includes customizable workflows, allowing businesses to tailor the loan servicing process to their specific needs and regulatory requirements. With advanced reporting and analytics, ConnectFi provides deep insights into loan performance, helping institutions identify trends, monitor risks, and optimize their portfolios. The platform also offers secure communication channels for customers to access loan details, make payments, and ask questions. Whether you're managing personal loans, mortgages, or business loans, ConnectFi simplifies loan servicing and improves the overall customer experience.

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Contact Details

  • Vendor Name Fintech One
  • Founded
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

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

Languages Supported

English


Industries

Advertising & Marketing, Banking, Consumer Electronics, Financial Services, Food & Beverages

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ConnectFi Features

  • Arrow Icon Automated Decisioning/Underwriting
  • Arrow Icon Electronic Signature
  • Arrow Icon Customer Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Online Applications
  • Arrow Icon Payment Collection
  • Arrow Icon Loan Management
  • Arrow Icon Workflow Management
  • Arrow Icon Financial Analysis
  • 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

ConnectFi Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Customized

$500 Per Feature

ConnectFi FAQs

ConnectFi is a powerful loan servicing software designed to help financial institutions manage the entire loan lifecycle, from origination to repayment. The platform offers a comprehensive suite of features for tracking loan applications, disbursements, payments, and collections, ensuring that financial institutions can efficiently manage their portfolios and deliver high-quality service to customers. ConnectFi’s automation tools streamline loan servicing tasks such as payment reminders, interest calculations, and document management, reducing administrative overhead and improving efficiency. The software includes customizable workflows, allowing businesses to tailor the loan servicing process to their specific needs and regulatory requirements. With advanced reporting and analytics, ConnectFi provides deep insights into loan performance, helping institutions identify trends, monitor risks, and optimize their portfolios. The platform also offers secure communication channels for customers to access loan details, make payments, and ask questions. Whether you're managing personal loans, mortgages, or business loans, ConnectFi simplifies loan servicing and improves the overall customer experience.

  • No, ConnectFi does not offer a free version.

  • Yes, ConnectFi offers a free trial.

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

  • ConnectFi offers the following pricing plans & packages:

    Customized

    $500 Per Feature

  • ConnectFi supports the following payment frequencies:

    • Monthly Subscription

  • No, ConnectFi does not offer an API.

  • ConnectFi offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • ConnectFi offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • ConnectFi supports the following languages:
    • English

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

  • ConnectFi supports the following deployment:
    • Cloud Hosted

  • ConnectFi supports the following devices and operating systems:
    • Web-Based