CALMS
Configured for
X
Retail Finance Floorplan Finance
Retail Finance
TELL ME ABOUT

Retail Finance

Retail
I WANT TO KNOW ABOUT

Floorplan Finance

Floorplan
Configure your CALMS Select the modules that interest you
POINT-OF-SALE
LOAN ORIGINATION
LOAN SERVICING
ASE
SHARED SERVICES
POINT-OF-SALE

Point-of-sale

POINT-OF-SALE Point of Sale Interface
POINT-OF-SALE Dealer Portal
POINT-OF-SALE Branch Portal
POINT-OF-SALE Customer Portal
POINT-OF-SALE Calculation Tool
POINT-OF-SALE Collateral Configurator
LOAN ORIGINATION

Loan Origination

LOAN ORIGINATION Channel Configuration
LOAN ORIGINATION Third Party Integrations
LOAN ORIGINATION Deal Structure
LOAN ORIGINATION Credit Decisioning
LOAN ORIGINATION Scorecard Management
LOAN ORIGINATION Product & Pricing Configurator
LOAN ORIGINATION Additional Products, Services, Add-ons
LOAN ORIGINATION Verification Services
LOAN ORIGINATION Digital Processing
LOAN ORIGINATION Funding & Loan Boarding
LOAN SERVICING

Loan Servicing

LOAN SERVICING Customer Service Agent Portal
LOAN SERVICING Customer Self-Service Portal
LOAN SERVICING Loan Servicing & Collections Management
LOAN SERVICING End-of-Contract
LOAN SERVICING Contract Management
LOAN SERVICING Flexible Payment Options
LOAN SERVICING Lead Management
LOAN SERVICING Asset Inspection & Remarketing
LOAN SERVICING GL Integration
ASE

Automated Strategy Engine (ASE)

ASE Configurable Workflow
ASE Rules Engine
ASE Queue Management
SHARED SERVICES

Shared Services

SHARED SERVICES Open APIs
SHARED SERVICES Electronic Document Management
SHARED SERVICES Reporting
SHARED SERVICES Admin, Security & Compliance
Configure your CALMS Select the modules that interest you
CREDIT UNDERWRITING
RISK MANAGEMENT
ACCOUNTING CONTROLS
ASE
DEALER & SUPPLIER ACCESS
CREDIT UNDERWRITING

Credit Underwriting

CREDIT UNDERWRITING Financial Statements
CREDIT UNDERWRITING Temporary Overline Management
CREDIT UNDERWRITING Floorplan Specific Underwriting Metrics
CREDIT UNDERWRITING Condition Management
CREDIT UNDERWRITING Tailored Credit Proposal
CREDIT UNDERWRITING UCC Compliance
CREDIT UNDERWRITING Securitization
RISK MANAGEMENT

Risk Management

RISK MANAGEMENT Dynamically Identify and Adjust Aggregate Customer Risk
RISK MANAGEMENT Custom Order Request Rules
RISK MANAGEMENT Flexible Credit Lines
RISK MANAGEMENT Standardized Credit Proposal
RISK MANAGEMENT Credit Conditions Management
RISK MANAGEMENT Integrated with Multiple Inventory Audit Providers
RISK MANAGEMENT Data Warehouse Integration
ACCOUNTING CONTROLS

Accounting Controls

ACCOUNTING CONTROLS System of Record
ACCOUNTING CONTROLS Encapsulated Dual Sided Accounting
ACCOUNTING CONTROLS General Ledger Feed
ACCOUNTING CONTROLS Multiple Custom Chart of Accounts
ACCOUNTING CONTROLS Dual Shadow Accounting
ACCOUNTING CONTROLS Cash Basis and Non-Earning Accounts
ACCOUNTING CONTROLS Accounts Payable Management
ACCOUNTING CONTROLS System Balance Reports
ASE

Automated Strategy Engine (ASE)

ASE Configurable Workflow
ASE Rules Engine
ASE Queue Management
DEALER & SUPPLIER ACCESS

Dealer & Supplier Access

DEALER & SUPPLIER ACCESS Online Payments
DEALER & SUPPLIER ACCESS Dealer to Dealer Inventory Transfers
DEALER & SUPPLIER ACCESS Order Requests (Approvals)
DEALER & SUPPLIER ACCESS Custom Alerts
DEALER & SUPPLIER ACCESS Billing Statements
DEALER & SUPPLIER ACCESS Statement of Financial Transaction
DEALER & SUPPLIER ACCESS Reporting
DEALER & SUPPLIER ACCESS Transactional History
DEALER & SUPPLIER ACCESS Customer Managed Security
Configure your CALMS Select the modules that interest you
ASE
ASE

Automated Strategy Engine (ASE)

ASE Configurable Workflow
ASE Rules Engine
ASE Queue Management