Lenders can use the live chat feature to provide real-time support to borrowers, answering questions and addressing concerns related to loans, repayment plans, and other financial matters.
Lenders can use a shared inbox to collaborate with their team members, efficiently managing conversations, assigning tasks, and discussing strategies related to loan portfolio management.
Lenders can supercharge their workflow by integrating with other tools and platforms, such as CRM systems, loan origination software, or risk management tools, to create a seamless end-to-end loan management process.
By filtering and grouping borrower contacts into segments, lenders can more effectively manage their portfolio. Contact segments can be based on loan type, loan status, risk profile, or other relevant criteria.
Obtain live insights into the financial health and performance of borrowers, enabling lenders to proactively identify potential risks and opportunities.
Lenders can automate repetitive tasks, such as sending payment reminders, generating loan statements, or updating borrower information, allowing them to run their business more efficiently and focus on higher-value activities like portfolio analysis and risk management.
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John uses Fundstory, to manage the company's venture debt and covenants more effectively.
John from Stalek
Samantha uses Fundstory, to keeping track of multiple loans from different lenders with different terms and conditions.
Samantha from Tynro
Dave uses Fundstory, to manage the company's debt and optimize its capital allocation.
Dave from MassPass
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