Vision Pricing, Features, Reviews & Comparison of Alternatives

Vision

Lease & loan origination

4.5/5 (2 reviews)

Vision overview

What is 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.
www.visioncommerce.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Welcome to Vision Commerce, Inc.

Vision user reviews

Excellent
1

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  0.0
  0.0
  5.0
  4.5
Rick Royer

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

Reviewed 2015-06-05
Review Source: Capterra

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

Rating breakdown

Ease of use
Customer support

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Patrick Cronin

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

Reviewed 2015-06-05
Review Source: Capterra

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.

Rating breakdown

Ease of use
Customer support

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Vision pricing

Pricing options
Subscription
View Pricing Plans

Contact Vision Commerce for detailed pricing information.

Vision features

Automatic Notifications
Customizable Reporting
Data Import/Export
Financial Analysis
Real Time Data
Reporting & Statistics
Workflow Management

API (333 other apps)
Accounting Integration (183 other apps)
Accounting Management (217 other apps)
Activity Dashboard (288 other apps)
Audit Trail (164 other apps)
Billing & Invoicing (217 other apps)
Compliance Management (230 other apps)
Electronic Payments (193 other apps)
Expense Tracking (173 other apps)
Invoice Management (260 other apps)
Invoice Processing (175 other apps)
Multi-Currency (183 other apps)
Third Party Integration (257 other apps)

Videos and tutorials

Additional information for Vision

Key features of Vision

  • Historical loan information
  • Investor reporting
  • Loan processing
  • Loan submission control
  • Online application
  • Fee management
  • Rate tables
  • Rules customization
  • User-defined scoring
  • Multi-branch
  • Third party loan origination
  • Integrated vendor services
  • Exposure management
  • Relationship tracking
  • Team assignments
  • Credit risk management
  • Lease origination
  • Email management
  • Notes
  • Conversation tracking
  • Data collection
  • Collateral lists management
  • Credit reports & analytics
  • Credit notes tracking
  • Yield-based pricing tools
  • Amortization schedules
  • Time & date stamping
  • Assignment management
  • Alerts
  • Customizable reports
  • Financial statement analysis tools
  • Proposal functionality
  • Real-time information
  • Rules-based workflow
  • Tracking & lookup capabilities
  • Application status tracking
  • Quote templates
  • Vendor management
  • Internal routing & workflow
  • Scheduling
  • Data export
  • Dashboard reports
  • Approval process control
  • Reporting & statistics
  • Task management
  • Customer management
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Benefits

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.