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The ACE platform incorporates lenders’ loan criteria to assure they receive only requests for loans they are likely to approve and fund. Client loan requests are transferred directly to the lenders through the ACE platform. The ACE program provides lenders with unprecedented access to a market that traditionally they have not been able to address. And the program’s key feature, pre-qualification screening, may significantly improve the efficiency of client acquisition and reduce origination costs.
Access to Envestnet’s network of 100,000+ financial advisors, with planned expansion into the broader independent wealth management market.
Access to highly qualified borrowers who are “net savers” with significant asset coverage for their credit obligations.
Ability to create loan proposals targeted to lender qualification criteria.
With highly qualified applicants at the doorstep, lenders have the opportunity to realize significant cost savings for sales, marketing, processing, underwriting and funding.
Initially, ACE is offering access to securities-based (SBL) and unsecured lending solutions. SBL products are fully collateralized and offer unique advantages over traditional consumer finance to both lenders and borrowers. Both SBLs and unsecured loans can substitute or replace traditional financing for significant client borrowing needs such as seasonal cash flow supplements, home purchase/refinance, business investment, tax obligations and other large-ticket items.
Contact Us to Schedule an Appointment with an ACE Solutions Specialist