Vision

About Vision

Vision is a web-based lease and loan origination solution designed to help banks and leasing companies streamline business processes with a CRM system, built-in pricing tools, automated credit processing, documentation management, custom reporting, and more. With Vision’s CRM, users can access and manage real-time contact information quickly and easily, plus add notes to keep track of important conversations.

Centralized data collection allows users to track and manage data, such as application statuses, collateral lists, and more, while credit analysis technology enables users to track credit notes and generate credit reports. Configurable credit profiling capabilities allow users to automate approvals or flag applications based on specific elements such as size, equipment, or vendor, while custom reports give users insight into business performance. A vendor/broker portal gives origination partners anytime access to quotes, reports or applications.

To help users manage documentation and pricing, Vision provides flexible pricing engines, amortization tools, and a document library. Vision supports an unlimited number of documents and document types, including proposal generation, contracts, and invoices. Vision also offers funding, booking and task management tools, designed to enhance productivity. Users can assign tasks to employees, both manually and automatically, in order to ensure accountability and traceability within a team. Audit trail capabilities help users keep track of their business workflow and management.