Loancierge for Credit Unions from Fiserv is a loan origination solution offering intuitive navigation, workflows and paperless processing tools to strengthen lending operations, mitigate risk and increase loan efficiency to compete for loan opportunities.
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Rapport Originations, from Solifi
Score 6.0 out of 10
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Rapport is an equipment finance origination platform providing deal flow automation for lenders in this space, from Solifi (formerly IDS), headquartered in Minneapolis.
It really just could be easier to use. I feel like there is a lot of repetition and things could be smoother between pages. Why do the loans turn red in your queue, no one has ever been able to answer me that.
Rapport works great when used directly with AVImark for patient communication logs. Other systems do not integrate well and you have to copy and paste text message conversations into the patient's chart. Rapport works great for appointment confirmations and automated reminders. Text messages with links to our online forms that get sent with appointment confirmations have reduced the amount of paperwork being completed in the hospital, speeding up the exam times. Rapport does not work well for longer text messages / conversations. The dashboard is hard to view what messages have already been read and responded too, as you have delete conversations on every individual computer. The character limit for text messages also makes messaging annoying for clients to receive multiple texts, and they are not always in order. Scheduling appointments from a client's perspective is also more difficult than with other platforms we have used. It is hard to find the app and get the account set up for a lot of people.
Hubspot is putting everything in Loancierge into it, repetitive for tracking purposes. We also have Portico integrated with Loancierge, they do mesh well most days but some days one is down and you cannot use the other.
The closest match to Rapport we have used in the past is PetDesk (not an option above). We chose to switch to Rapport because we had limited templates with PetDesk and the communications were not directly entered into the patient's chart with that platform
