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Solutions Developed For Your Business

The experience of outsourcing your servicing starts at our first conversation.  

Online Portal

Access Your Information


GreatAmerica is dedicated to providing our clients with visibility into their portfolios. Our ServicerZone online portal is a complete reporting solution that allows users to quickly and easily access their portfolio information.

ServicerZone wide

 

Management Reports

Access to reports that include your portfolio and customer information. 

Available Reports: Delinquency | Disposition | New Bookings | Lockbox Reporter | Master Portfolio | Payments Applied

Contract Search

Functionality that allows you to find specific contract information.

Report Scheduler

Automate the reporting process by scheduling and receiving reports by email. 

Secure Data Delivery

In addition to ServicerZone, we provide quick and easy access to portfolio information via emailed monthly reports and secure data extracts.

Monthly Reports

During the onboarding process you will be set up to receive reports via secure email. Reports will be sent the first week of the month and contain data from the first to the last business day of the previous month.


Available Reports
• Accounts Receivable
• Asset Detail
• Change Log
• Contract Detail
• Disposition
• End of Term
• Insurance
• Month End Summary
• New Booking
• Remittance

Data Extracts

Access your data via our secure FTP file transmission process. Data is reflective from the end of the previous business day, and reports are available in .csv format for pickup from our FTP site by 8:00 am central time.


Available Reports
• Asset Detail
• Contract Detail
• Contract Related Party
• Gain Loss
• General Ledger
• Lease Amort
• Loan Amort
• Messages
• Open Items
• Payment History
• Variable Payment

Our Client Onboarding Process

From on-boarding through the filing of taxes and reporting, GreatAmerica will manage your portfolio with a standard of care parallel to GreatAmerica’s own. Below are the steps we walk you through to assure proper alignment with your Standard Operating Procedures.

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Kick Off Meeting

Meet your support team and map out the support process.

 

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Functional Meetings

Understand the needs of each individual process so everything is a proper fit.

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System
Setup

We program and connect all the systems needed to support your portfolio.

 

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Active Servicing

Whether you are a startup or an existing portfolio, you are supported by GreatAmerica.

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Continued Support

As a client centric provider, we have a regular cadence of discussions as your portfolio grows.

Building Valued Relationships

The GreatAmerica Experience is our commitment to delivering excellent service. Our team members are advocates for you and will earn your trust through customer-focused innovation, flexibility, industry knowledge and most of all, integrity. Every customer, every time.

  • Our Customers are my top priority.
  • My interactions are professional and delivered with a warm GreatAmerica smile.
  • The timeliness of every interaction shows my passion for exceeding Customer expectations.
  • I proactively understand our Customer’s needs and relentlessly pursue mutually rewarding solutions.
  • Our Customers never feel left in the dark.
  • Through continuous improvement, I ensure that tomorrow will be even better.
  • Our Customers are part of the GreatAmerica family, and we are here for them.
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Team Members Dedicated To Servicing

The WOW! Award is handed out monthly to GreatAmerica employees recognized by customers for an exceptional experience.
Below are a few of the over 600 annual WOW! Awards.

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