Organizing and managing debt is easy in DebtBook’s collaborative environment.
Get the Information You Need When You Need It
As a commercial bank, you need a few basic things from your clients. You need accurate information, clear reports, transparent communication, and organized documentation—and that’s exactly what you get with DebtBook, the world’s premier debt and lease management software.
Improve Organization and Collaboration from Day One
Critical Organization for Your Client
As a commercial banker, you need timely and accurate continuing disclosure information—DebtBook makes it easier than ever for your clients to produce it. With access to your client’s DebtBook account, you can always get a hold of critical information without so much as a phone call, greatly streamlining your process.
The Collaborative Environment You Need
DebtBook really shines when it comes to collaboration. As a secure cloud-based application, DebtBook offers easy-to-tailor remote access. This makes it incredibly easy for the main financial team, outside partners, and banks like you to all stay on the same page in real time.
Cultivate a Better Client
DebtBook helps your clients get you what you need, quickly and accurately. Everyone wins: your client gets better organization and easier debt and lease management, and you get the information you need when you need it.
Consolidate Debt & Lease Information
Leave the spreadsheets behind. With DebtBook, your client can compile all of their debt and leases into a single management platform, complete with integrated reminders and a more comprehensive view of finances than you’ll get from a spreadsheet.
Essential Document Storage
Establishing new loans often involves a lot of wasted time and energy simply trying to track down important documents and historical records. With DebtBook, all of these documents are in one place and easy to find when you need them.
Truly Collaborative Environment
Many financial errors between clients and banks are the result of clumsy information sharing systems. By being able to directly access your client’s DebtBook profile, you can instantly view financial information right from the source.