SBS Asset Finance

Banks, captives, OEM finance arms and specialized lenders cover the lending cycle for assets such as vehicles, heavy and yellow equipment, energy and medical equipment, from dealer onboarding and servicing to audits and asset closure, with real-time risk insight.

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By SBS

Commercial Loan

sbs-software.com

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Overview

Lenders onboard dealers through a customizable web portal, assess credit with automated financial health checks, open banking data and credit scoring, and sign agreements with templates and e-signatures (Portfolio Management, built on Salesforce). Wholesale Finance then services floorplan and wholesale loans with a dealer self-service portal, a mobile app, API requests and a full audit trail. Asset Audit adds digital self-audits using images, live video and NFC with AI-based verification, adaptable to offline environments. The platform is delivered as cloud-native SaaS and priced by quote.

More product details

Product

Demo Url: youtube.com/watch
Solution Kind: Platform

Who it is for

Industries: Financial services
Automotive
Organization Types: Business

Features

Loan Processing

Automated validation workflows for dealer floorplan lending

Loan settlements via swipe-to-settle in the mobile app

More details & conditions

Full audit trail

Categories: Loan Servicing

Borrower Management

Dealer self-service portal for portfolio tracking

Dealer account document storage

More details & conditions

Tailored loan arrangements per organization or group

Categories: Loan Servicing

Business Loans

Dealer commercial lending including floorplan / wholesale loans

Asset-backed and non-asset-backed funding types

Categories: Loan Servicing

Risk Management

Real-time risk insights from integrated risk indicator feeds and advanced analytics

Continuous monitoring of portfolio, payment and customer data

More details & conditions

AI-based image verification and business-rule alerts in Asset Audit

Categories: Commercial Loan

Loan Origination

Customizable application forms and web onboarding

Automated financial health assessments and credit scoring

More details & conditions

Open banking and PDF financial data analysis

Contracting with templates and e-signatures

One-click push-live of new customers

Categories: Commercial Loan

Loan Processing

Workflow and business-rule engines triggering automated validation checks on data, transactions and loan entries

Tailored loan arrangements open or restricted to specific organizations or groups

Categories: Commercial Loan

Document Management

Digital storage of all documents related to the dealer account

Letter and agreement templates with e-signatures for contract management

Categories: Commercial Loan

Borrower Management

Dealer onboarding with credit assessment

Renewal management

More details & conditions

Digital storage of dealer account documents

Categories: Commercial Loan

Online Applications

Customizable application forms

Web interface for customers to submit data and perform onboarding tasks

Categories: Commercial Loan

Client Portal

Self-service dealer portal to track and manage portfolios

Mobile app to upload documents and view stock, statements and invoices

More details & conditions

Customizable web onboarding interface where customers submit data

Categories: Commercial Loan

Workflow details

Decisions

Name
Credit decisioning
Description
Automated financial health assessments, credit scoring and analysis of financial statements, bank records and tax returns in Portfolio Management; Wholesale Finance keeps a full audit trail.

Access & availability

API operations and access

Track and manage portfolios via API requests by authorized dealer-portal users

Exchange data through inbound and outbound API requests with the wider financial ecosystem

Technical details

API

API access conditions: Documented for SBS Wholesale Finance: authorized end-users can track and manage portfolios via API requests, and the API ecosystem supports inbound and outbound requests.
Outbound webhooks: Yes

Deployment

Client Channels: Browser
Mobile app
API
Delivery Models: Cloud (SaaS)

AI

Input Modalities: Image
Use Cases: Risk analysis

Customization

Supported Scopes: Workflows
Business rules
Forms

Implementation

Typical Duration

Unit: Months
Scope: Vendor FAQ for SBS Wholesale Finance: many clients go live in 3–9 months, versus 18–36 months with legacy systems; project size is not specified.
Maximum: 9
Minimum: 3
Estimate kind: Vendor estimate

Security

Audit Events: Workspace activity
Data changes

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SBS Asset Finance

Overview

Product

Who it is for

Features

Loan Processing

Borrower Management

Business Loans

Risk Management

Loan Origination

Loan Processing

Document Management

Borrower Management

Online Applications

Client Portal

Workflow details

Access & availability

API operations and access

Technical details

API

Deployment

AI

Customization

Implementation

Security

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Deployment

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