Expert1 Enterprise is a suite of integrated applications allowing cradle to grave management of finance accounts.

It contains a Customer Relationship Management application at its core and include Loan Management, Loan Origination, Collections, General Ledger, Document Management and Helpdesk modules. All modules are separately licensed so only those modules you require you pay for.

New modules will be released periodically enhancing the management of both your accounts and your company.

Expert Enterprise Splash Screen

The overall look and feel is based on the Office 2010 Fluent User Interface. Expert1 Enterprise provides a user friendly and intuitive interface making it a powerful, high performance feature rich system.

The system is entirely written using the Microsoft .NET framework and supports SQL 2008 upwards, making it a future proof system investment.

Now Available

The following modules are available now in Expert 1 Enterprise:

  • Customer Relationship Manager
  • Loan Origination
  • Administration – comprising
  • Product Builder
  • Report Builder
  • User and Introducer Administration

The following modules are scheduled for release in January 2015:

  • Loan Management
  • Collections
  • General Ledger

New products

 The following products have been slated for development over the next 6 to 12 months.

  • Document Management enhancement – provides a means to acquire, index and store external documents associated with an account.
  • Asset Management – provides full acquisition to disposal management of all assets associated with an account.