Credit & collections
For creditors, debt buyers, servicers, collection agencies and law firms: connect vendor oversight with complaints, disputes, reviews, licenses and downstream providers.
Industry applications
Built for organizations that need to document oversight.
The common challenge is consistent across regulated businesses: controlling records, decisions, deadlines and third-party activity while keeping the right people informed.
Financial services & lending
Manage vendor diligence alongside clients and deal-related processes such as document collection, approvals, exceptions, milestones and recurring reviews.
Other regulated organizations
Configurable workflows can support teams that require consistent due diligence, documentation, escalation and management reporting. Scope should be reviewed for each use case.
Financial services
Two connected operational needs.
Vendor & third-party management
Collect policies, licenses, insurance, contracts and security documentation. Standardize reviews, risk assessments, renewals and remediations, with deadlines and a record of approvals.
Client & deal flow management
Organize client and transaction records, financial and diligence materials, conditions, approvals, milestones, renewals and servicing handoffs in structured workflows.
Start with your particular oversight requirement.
We can discuss a single firm, a shared issue or a client/deal workflow and whether CMS is suited to it.