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Prizm Lending Suite - Origination & Underwriting

A Next-Generation Lending Platform for Loan and Leases

Starting at $150   USD/user/month

Discounts available for nonprofits

Industries
Education
Financial Services
Public Sector
Business Need
Finance
Requires
Platform Cloud
Compatible With
Sales Cloud
Experience Cloud
Financial Services Cloud

Rating

Reputation

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5
Lifetime average
Showing 9 of 9 Reviews
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Great team to work with!

This team is a joy to work with and very responsive! Highly recommend.

Highly Recommend!

Great solution for anyone looking to automate lending processes within Salesforce. Easy to set up, with highly responsive customer service!

Prizm is a game-changer

Prizm is a game-changer for loan generation—seamless, efficient, and built for scale. It has transformed our process at Mondus Capital, delivering outstanding results!

Outstanding Product and Exceptional Support

FinSpectra's Prizm package has been a remarkable asset for our business, especially in the area of loan origination (as well as their other packages). The platform's robust origination features have streamlined our processes, allowing us to manage everything from initial client contact to loan approval with ease and efficiency. Prizm's user-friendly interface and comprehensive tools have significantly improved our workflow. The ability to customise the origination process to fit our specific needs has been invaluable. From automated document generation to it's credit assessment capabilities, Prizm has enhanced our ability to quickly and accurately originate loans, which has, in turn, improved our customer satisfaction and operational efficiency. The support team at FinSpectra has been exceptional. Their expertise and dedication to our service have made a significant impact. Whether we needed assistance with platform setup, customisation of functionalities, or training for our team, they were always responsive and helpful.

Great Product and Support

FinancialSpectra's Prizm package has been a great choice for us. It offers a wide range of useful features that meet our business needs. What really stands out about Prizm is how it lets us quickly develop and update our product features. This speed and flexibility have been key in keeping our services up-to-date and responsive to our needs. The support team at Fin Spec is quick to respond and very helpful. Whenever we've had questions or needed assistance, they've been there to help us out promptly. A big thank you to the team at Fin Spec. Your support and the quality of Prizm have been a big help to our business.

Great system

Prizm simplified processing and easy to work with

Great Product, Great Team

We have worked extensively with the Financial Spectra team over the last two years to migrate our lending activities to the Prizm Lending Suite. Because our needs are somewhat unique within the Finance industry, our buildout required a fair bit of customization in order to integrate with our existing systems as well as 3rd party applications. The FS team was great to work with and allowed us to significantly increase the scale our lending activities as well as improve the speed and accuracy of our process flows. Highly recommended!

Kaitlynn Stout

Prizm Lending Suite

Prizm Lending Suite has been a great asset to our company, making our Lending process and structure more efficient. The time we now spend on daily Lending procedures since migrating to Prizm has been reduced by about 50%, allowing us to reallocate that time to projects of higher value. Prizm gives us more visibility of progress made with various aspects in regards to the Pending and Closed Loans. The communication and support we receive from the Prizm team are always very timely and helpful.

GoEd Admin

Easy implementation, increased efficiency, and overall great service

We recently migrated to Prizm from an outdated loan management system and the results have been great for our business and our customers. The system is easy to use and has already helped us increase our efficiency and increase our revenue and collections. The system is easy to use and intuitive, the out of the box implementation was quick and we were able to work with the FinacialSpectra team to customize the configuration without any big issues. They also helped us integrate our custom payment file generation which has saved us countless hours of admin work. Prizm processes run smoothly and as mentioned generates payment files, interest accruals, and helps our staff give our customers accurate and up to date information on their account at any time. The month end accrual process also helps us keep track of balances and reconcile them with our accounting system. The FinancialSpectra team is knowledgeable about the system, lending processes, and collections which was helpful when we needed to make any implementation decisions and change any configurations. The FinancialSpectra team were always helpful and have been able to get back to our operations team quickly whenever any question or issue came up. This system has helped us increase our collections and reduce bad debt, it has provided value to our customers and increased their satisfaction, and it has helped us become more agile by allowing our staff to work remotely and more efficiently by keeping all our data in the Salesforce environment.