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.

Key benefits of Vision

  • Vision supports a rules-based workflow, with customizable criteria designed to enhance communication and streamline origination processes.

  • Maintain accurate contact information, and track important conversations through the central Vision CRM.

  • Customizable reporting capabilities give users insight into usage statistics and transaction lifecycles.

  • The vendor/broker portal provides instant access to quotes, reports and the application workflow.

  • Extensive .NET Math libraries allow users to build powerful pricing tools, which help users price individual transactions or create rate sheets for specific vendors or brokers.

  • Devices

    Business size

    S M L

    Features

    Total features of Vision: 34

    • Access Controls/Permissions
    • Alerts/Notifications
    • Approval Process Control
    • Asset Management
    • Assignment Management
    • Audit Trail
    • Automated Scheduling
    • Client Management
    • Commercial Leases
    • Compliance Management
    • Contact Management
    • Customer Management
    • Customizable Reports
    • Dashboard Creation
    • Data Import/Export
    • Document Management
    • Electronic Signature
    • Financial Analysis
    • Lead Management
    • Lease Origination
    • Loan Processing
    • Online Applications
    • Pipeline Management
    • Proposal Generation
    • Real Time Data
    • Reporting & Statistics
    • Rules-Based Workflow
    • Search/Filter
    • Status Tracking
    • Task Management
    • Template Management
    • Territory Management
    • Vendor Management
    • Workflow Management

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    Reviews

    Overall rating

    4,5 /5
    (2)
    Value for Money
    0/5
    Features
    0/5
    Ease of Use
    5/5
    Customer Support
    4,5/5

    Already have Vision?

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    Showing 5 reviews of 2
    Rick R.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Vison has become our MAIN driving software for accounting, application management and the CRM

    Reviewed on 2015/06/05

    Pros:
    Excellent company support with outstanding turnaround when issues crop up.
    Tracking System...

    Pros:
    Excellent company support with outstanding turnaround when issues crop up.
    Tracking System for reporting activity is very strong and with customization capabilities
    CRM system is excellent and with the mapping of all inbound and outbound emails linking to the specific contacts within each company is a life saver.
    The ability to link the CRM contacts to Constant Contact for powerful marketing capabilities has saved considerable time with launching marketing efforts.
    Vision easily interfaces with our accounting software that has improved our financing effeciencies.
    Vision interfaces with DocuSign for speed of sending documents to our customers.

    Cons:
    It would be nice to have the flexibility with a more friendly user interface with the reporting capability without requiring custom report programming from the Vision Folks

    Patrick C.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    We have used the software for over six years within this small business department

    Reviewed on 2015/06/05

    The software is very user friendly and it is very easy to train employees on. We started with the...

    The software is very user friendly and it is very easy to train employees on. We started with the out of the box version but have made many customizations to the software over the years as our business needs changed. You can basically tailor the system to your liking. The system is very reilable and works with outside vendors easily.

    Vision FAQs

    Below are some frequently asked questions for Vision.

    Vision offers the following pricing plans:

    • Starting from:
    • Free Trial: Not Available

    Contact Vision Commerce for detailed pricing information.

    We do not have any information about Vision features

    Vision has the following typical customers:

    2-10, 11-50, 51-200

    We do not have any information about what languages Vision supports

    Vision supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    We do not have any information about what integrations Vision has

    Vision offers the following support options:

    Email/Help Desk, Phone Support

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