Contact Us:

670 Lafayette Ave, Brooklyn,
NY 11216

+1 800 966 4564
+1 800 9667 4558

Credit files

Register all details

The credit file allows to manage all the details of the credit with an unlimited number of borrowers (natural persons & companies).

Register things like:

Detail file credit
Credit files

Comprehensive financial plan

Via het financial plan you register the entire financial structure of the credit with an automatic calculation of the credit amount. This gives you a clear picture of the different parts of the investment and the own resources.

Credit files

Everything centralized

Integrate all documents relevant to the credit file so that you can consult then anytime and from anywhere.

You can divide the documents into different categories and you have the possibility to share them with your intermediary via his personal portal.

So you always have a complete archive and the possibility to make individual documents available in a simple way without having to email or share.

All inbound and outbound communications are centralized.

Mail directly from the platform with the option to include existing documents as attachments or upload new attachments.

Incoming mail can also be automatically integrated with attachment extraction using our Oulook plug-in.

A central overview of all appointments, tasks and telephones linked to your customers, intermediaries or credit files, which can be consulted at all levels.

Easily book new tasks or appointments from any location.

Link properties to your credit files. In this way you get an overview of which properties are involved in the credit file and vice versa.

In the property sheet you can register all the details of the property such as cadstral income, EPC value, the various owners, guarantees, estimate data and fire policy data.

Prepare credit proposals with full details and amortization tables.

You can use these proposals to consult with your prospect. It is also possible to make these proposals available on the portal of the intermediary if he is responsible for the handling of the file.

Some images

Knowledge base

Are you looking for additional information about WAVEDESK CREDIT?

Visit our knowledge base with articles and videos about WAVEDESK CREDIT.

Demo account WAVEDESK ERP

Please enter your name and email address below.

We will make a demo environment available to you within 48 hours where you can try out the functionalities without obligation.

Demo account WAVEDESK CREDIT

Please enter your name and email address below.

We will make a demo environment available to you within 48 hours where you can try out the functionalities without obligation.

Demo account WAVEDESK ERP

Gelieve hieronder uw naam en e-mailadres op te geven.

Binnen de 48 uur maken we een demo omgeving voor u beschikbaar waar u vrijblijvend de functionaliteiten kan uitproberen.

Demo account WAVEDESK CREDIT

Gelieve hieronder uw naam en e-mailadres op te geven.

Binnen de 48 uur maken we een demo omgeving voor u beschikbaar waar u vrijblijvend de functionaliteiten kan uitproberen.