Turnkey Lender vs Financial Services Cloud
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Overview
TurnKey Lender platform automates all parts of the lending process for consumer and commercial creditors worldwide.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
US$300.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.5/5Features
4.4/5Customer Service
4.5/5Value for Money
4.3/5Ease of Use
4/5Features
4/5Customer Service
4.7/5Value for Money
4.3/5Features
Total features 147
- ACH Payment Processing
- API
- ATM Management
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Call Recording
- Callback Scheduling
- Campaign Management
- Carrier Upload
- Case Management
- Cash Flow Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Core Banking
- Corporate Banking
- Credit Card Management
- Credit Card Processing
- Credit Reporting
- Credit Union
- Customer Accounts
- Customer Database
- Customer Experience Management
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- Forecasting
- Forms Management
- Fraud Detection
- Government Loans
- HIPAA Compliant
- HUD Settlement Statements
- Historical Reporting
- In-House Collections
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Investment Banking
- Investor Management
- Invoice Management
- Lead Capture
- Lead Management
- Legal Risk Management
- Lender Search
- Lending Management
- Life & Health
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Multiple User Accounts
- Offshore Management
- Online Applications
- Online Banking
- Operational Risk Management
- Outsource Processing
- Paper-Based Claims
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Management
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Private Banking
- Process/Workflow Automation
- Promissory Notes
- Property & Casualty
- Property Tax Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Retail Banking
- Risk Analysis
- Risk Assessment
- Risk Management
- Risk Reporting
- Risk Scoring
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Securities Management
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- Transaction Monitoring
- Two-Factor Authentication
- User Management
- Visual Analytics
- Visual Presentation
- Workflow Management
Total features 144
- ACH Payment Processing
- API
- ATM Management
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Call Recording
- Callback Scheduling
- Campaign Management
- Carrier Upload
- Case Management
- Cash Flow Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Core Banking
- Corporate Banking
- Credit Card Management
- Credit Card Processing
- Credit Reporting
- Credit Union
- Customer Accounts
- Customer Database
- Customer Experience Management
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- Forecasting
- Forms Management
- Fraud Detection
- Government Loans
- HIPAA Compliant
- HUD Settlement Statements
- Historical Reporting
- In-House Collections
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Investment Banking
- Investor Management
- Invoice Management
- Lead Capture
- Lead Management
- Legal Risk Management
- Lender Search
- Lending Management
- Life & Health
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Multiple User Accounts
- Offshore Management
- Online Applications
- Online Banking
- Operational Risk Management
- Outsource Processing
- Paper-Based Claims
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Management
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Private Banking
- Process/Workflow Automation
- Promissory Notes
- Property & Casualty
- Property Tax Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Retail Banking
- Risk Analysis
- Risk Assessment
- Risk Management
- Risk Reporting
- Risk Scoring
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Securities Management
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- Transaction Monitoring
- Two-Factor Authentication
- User Management
- Visual Analytics
- Visual Presentation
- Workflow Management
Integrations
- ActiveCampaign
- Chargent
- Cognota
- Docusign
- Dynamics 365
- FreshBooks
- Mailchimp
- Microsoft Excel
- PayPal
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- RightSignature
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- SendGrid
- Stripe
- Workato
- Xero
- Zapier
- airSlate SignNow
- authorize.net
- ActiveCampaign
- Chargent
- Cognota
- Docusign
- Dynamics 365
- FreshBooks
- Mailchimp
- Microsoft Excel
- PayPal
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- RightSignature
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- SendGrid
- Stripe
- Workato
- Xero
- Zapier
- airSlate SignNow
- authorize.net