Overview

SFP Portfolio Management, formerly known as SFP Credit & Risk, is a comprehensive solution designed to digitize and streamline the portfolio management processes for lenders. Built on the Salesforce platform, it enhances customer onboarding, facilitates portfolio expansion, and provides real-time risk management. By replacing manual processes with automated workflows, the system enables lenders to make precise and customized credit decisions efficiently. The platform offers a 360-degree view of the customer journey, allowing financial institutions to address evolving customer needs effectively. Additionally, SFP Portfolio Management integrates with various open banking vendors and features a customizable onboarding portal, digital document generation, and smart credit decisioning tools to optimize financial decision-making.

Features and Capabilities

• Streamlined Onboarding:
  • Implement efficient processes to integrate new dealers into the network.
  • Provide quick responses to customer inquiries and concerns.
  • Digitize onboarding to speed up dealer enrollment and deal closures.
• Enhanced Portfolio Management:
  • Optimize portfolio management to reduce the time required to finalize deals.
  • Implement real-time monitoring systems to take proactive measures.
  • Provide personalized services and tailored solutions to customers.
• Accelerated Credit Decisioning:
  • Streamline the analysis of financial statements, bank records, and tax returns.
  • Reduce time spent analyzing customer financial documents.
  • Elevate risk awareness with integrated and digitized risk indicator feeds.
• Comprehensive Customer View:
  • Implement advanced analytics to proactively identify potential risks.
  • Integrate credit-related information into a comprehensive view to enable informed decision-making.
  • Create personalized offers to encourage customers to explore additional offerings.
• Strategic Integrations:
  • Open Banking: Integrations with multiple open banking vendors enable speedy credit decisioning and ongoing risk assessment.
  • Onboarding Portal: A high-quality, customizable web interface enables customers to submit data and perform onboarding tasks with ease.
  • Digital Documents: System-generated digital letters and agreements save time and effort throughout the contract lifecycle.
  • Smart Credit Decisioning: Feed open banking and PDF-based financial data to smart analysis tools, enabling faster and more accurate decisions.
  • SFP Wholesale Servicing Integration: Push new customers live with just one click, then use portfolio, payment, and other data to monitor risks.