Online Portal
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.
Access to reports that include your portfolio and customer information.
Available Reports: Delinquency | Disposition | New Bookings | Lockbox Reporter | Master Portfolio | Payments Applied
In addition to ServicerZone, we provide quick and easy access to portfolio information via emailed monthly reports and secure data extracts.
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
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
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.
Meet your support team and map out the support process.
Understand the needs of each individual process so everything is a proper fit.
We program and connect all the systems needed to support your portfolio.
Whether you are a startup or an existing portfolio, you are supported by GreatAmerica.
As a client centric provider, we have a regular cadence of discussions as your portfolio grows.
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.
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.
A client offboarding their portfolio to handle their servicing internally called to expressed that they will miss working with the team, and appreciation to a account support representative for their reliable support in resolving issues.
A client inquiring about a potentially incorrect payment application enthusiastically responded "Thank you for providing these details!" after thorough research confirmed the payments were correctly applied.
An new customer needing year-end balances called for assistance in getting registered for the online portal. Upon getting logged they said "I can't believe you solved my problem on the first call!" I am so thankful.