Due to COVID-19, DebtBook is offering zero cost onboarding and payment deferral options. 
FINANCIAL ADVISORS & BANKERS

More time. More opportunity.

Cover your customers and prospects like never before. Less data entry, more leads, more deals and more revenue. Discounts for your clients.
DEBT PROFILES

The data you rely on, organized and up to date

Great work cannot happen without access to accurate and up-to-date data. Without it, even the most thorough and thoughtful analysis is wrong and potentially damaging for you and your firm.  

With all of your debt profiles for customers and prospects organized in one place and accessible from anywhere, you can work and collaborate more efficiently.
SCENARIO MODELING

Next level analytics

Evaluating the various options available to your customers and prospects is labor intensive. Your existing tools won't make it easier, as every individual analysis needs to be run and checked, summarized in excel and evaluated. Whether you’re considering tax exempt or taxable, refund now or at the call, bank or public market, perform comparison analysis in once place and get to the answer faster.
OPPORTUNITIES

Automated refunding analysis

Understanding the potential refunding opportunities available to your customers and prospects is critical for your business.   

Be the first to every opportunity with daily refunding updates for every customer and prospect. With all available opportunities consolidated in a single place,  your team will gain an advantage over your competition and serve customers better.   
EXCEL COMPATIBLE

Integrate with existing models

So much of your work is done with the financial models you’ve built in excel. Power them with formatted excel exports and know they’re incorporating current debt information.

Additional Features

Packed full of awesome stuff

We make it easy for you to focus on relationships not spreadsheets.

Search

NEW
COMING SOON
Easily search through your entire collection of debt profiles to without having to browse your company fileshare.

Excel Compatible

NEW
COMING SOON
Modernize your workflow without disrupting it. All data and analysis is easily exported into excel for use in your existing models.

Document Organization

NEW
COMING SOON
All your documents in one place, not all over the place.

Security

NEW
COMING SOON
Your data is yours, alone, and we work to ensure it's secure, private and available when you need it.

Anytime Access

NEW
COMING SOON
Access debt information and documentation in meetings, at home or during board meetings from anywhere at anytime.

User-Friendly Experience

NEW
COMING SOON
Designed to be easy-to-use and accessible to end users of all skill levels.

Learn and see how DebtBook works

Schedule a demo to get a customized tour of the product that matches the needs of your organization. We’re offering payment deferral options due to COVID-19. 
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