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Case Master, Inc. provides complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system.
Designed for SMEs businesses and financial organizations, including banks, credit unions, and private lenders.
They are personal and extremely helpful with excellent knowledge of the system. They are also quick to adjust features to fit our firms need.
There is very little I dislike about the system. Any dislikes or difficulties I expressed to the CMP staff about the system have either been modified or are on a list for future updates.
The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost.
Our entire practice was built around this antiquated software, so I was dreading making the switch.
There are also great reporting tools to help employees/managers know exactly where they are at.
Lack of automated functions to sync with our bank.
What really sets them apart from all the others though is their outstanding customer service.
There were several problems with data conversion because of the mess we were converting from, but they worked painstakingly and patiently to make it right. That's going above and beyond.
It was important that we were able to move to something that was Simple, Helpful and Clear for our people whilst ensuring it was proportionate and relevant for our not-for-profit company.
We switched to HES lending software from a legacy loan origination system, which was slow and inconvenient to manage.
So, it exceeded our expectations and is totally worth its money. The project management itself was transparent and effective.
My company provides short-term cash advances and payday loans focusing on the offline sales channel.
We are very satisfied with HES and would recommend its system and services without any caveats.
Since deployment the system has proven to be reliable and user friendly and HES has been quick to address all issues that have arisen as expected when deploying a new loan system from scratch.
Case Master Pro
HES LoanBox
Top FeaturesCase Master Pro
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HES LoanBox
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