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Adserti
AdsertiCredit®
Our Software is right for Your organization
Origination & Management Loan Software as a Service
Software for the origination and management of credit operations designed to add value to organizations
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AdsertiCredit® is a secure and modern application developed by an interdisciplinary team of experts with over 15 years of specialization in the financial and capital sector. It enables organizations to manage their credit operations comprehensively, from prospecting to settlement, covering all stages of the credit process. 


What distinguishes AdsertiCredit® in the market?

  • It eliminates the need for significant investments in hardware and software, as it is offered under the "Software as a Service" model.
  • Adserti® hosts and manages the application, providing support and updates, allowing companies and their IT staff to focus on business-specific tasks.  
  • The functionality of AdsertiCredit® allows for the incorporation of new market demands and requirements in a straightforward and prompt manner.

  • AdsertiCredit® automatically and recurrently generates information for regulatory entities (CNBV) and business rules for Anti-Money Laundering (AML) compliance.
    • It is the only solution in the market with operational strength aligned to the "Federal Law for the Prevention and Identification of Transactions with Illicitly Procured Funds," facilitating the management and legitimization of daily operations.
  • AdsertiCredit® also includes credit simulation and all necessary audit trails for regulatory reviews and/or business improvement initiatives.


Main Features The software offers an extensive array of features, including but not limited to:

    • Prospecting
    • Companies Affiliation
    • Client Prospecting
    • Origination
    • Loan Simulation
    • File Integration
  • Dashboards
  • Currently manages over 10 types of loans
    • Loan Disbursement
    • Portfolio Management
    • Specialized Calculations
    • Debt Collection
    • Anti-Money Laundering Measures
    • Credit Bureaus Integration
  • Risk-Based Approach (RBA)
  • Intuitive Product Generator

Ensures adherence to regulations and is consistently updated to meet legal standards.

300000+
Loans Managed
1+
Audits Addressed
1+
Experts in the Team
1+
Completed Projects

AdsertiCredit® - Grandes beneficios en una sola aplicación

Functionality Clients can upload their documentation as they gather it, and our control desk verifies the information.
Benefit ertiCredit® significantly accelerates the client evaluation process, improving service quality and reducing time and costs.
What Sets Us Apart? A unique functionality in the market
-AdsertiCredit®-
Functionality Clients can access a portal to upload information, use a simulator, and view account statements, enabling self-service communication with the company. 
Benefit AdsertiCredit® enhances user experience while reducing operational resources dedicated to clarifications and service delivery.
What Sets Us Apart? This represents an extended functionality of AdsertiCredit®, as other products offer similar services but in a more limited capacity.
Functionality AdsertiCredit® provides transparency in contract management for legal teams.
Benefit It ensures complete visibility on contract progress, resolutions, and associated costs.
What Sets Us Apart? AdsertiCredit® integrates seamlessly with another tool developed by Adserti®—AdsertiFlow®, without any additional cost. Unlike other solutions, it not only monitors the status but also tracks the workflow and its associated costs.
Functionality Issuance and acknowledgment of Anti-Money Laundering Reports for the CNBV.
Benefit AdsertiCredit® ensures proper control over reports submitted to authorities, avoiding potential sanctions.
What Sets Us Apart? A unique functionality in the market AdsertiCredit®
Functionality 
Benefit 
What Sets Us Apart? 

Key Characteristics

  • Implementation of Anti-Money Laundering Rules and Report Generation as mandated by CNBV
  • Automated Credit Bureau Information Validation
  • Issuance of Regulatory Reports for Authorities
  • Compliance with Regulatory Standards
  • Secure Access Control through Profiles and Roles
  • Management of Digital Files for Companies and Clients
  • Delivery of Ergonomic Account Statements in Electronic Formats
  • Comprehensive Workflow Integration
  • Real-Time and Managerial Report Generation
  • Task Generation, Monitoring, and Consultation
  • Investor and Investment Amount Management
  • Intuitive Credit Product Configuration
  • Loan Simulation
  • Audit Trails for All System Transactions
  • Printable Requests, Checks, and Contracts
  • User-Friendly and Modern Interface

Related Experiences

  • We have generated initial and subsequent information for 23+ public offerings, all classified as AAA due to their timeliness and accuracy.
  • One offering was conducted in New York, generating corresponding information in line with the standards of the relevant intermediaries.
  • Experience with international methodologies, derived from expertise in portfolio management not only at a systems level.
  • Our expertise also includes integrating the SEAM (Service Evaluation Analytical Methodology) format for rating agencies concerning indicators, geographic distribution, and delinquency.

Example Screens

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Sales Scheme

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  1. AdsertiCredit® is marketed under two selectable schemes:
  2. Per Credit (Originated and Managed) as a "Software as a Service" model
  3. Per License Use (Acquisition)

These models cater to different markets and needs.