TrailView is our two-way custom operations platform that empowers
your reps and clients to manage accounts with ease.
TrailView is a 24/7 customer and administrator online support portal designed for equipment finance companies and lenders. It offers client and admin portals to manage accounts, check balances, and view contracts.
24/7 Access
Enhance customer satisfaction by providing 24/7 account access by web browser or mobile phone while reducing call volume.
Admin Portal Security
Your TrailView Administration Portal is hosted on a safe and secure private network that is not internet-exposed.
Bulk Onboarding
With TrailView, you can bulk onboard targeted segments of a portfolio with an easy-to-use upload utility.
Document Exchange
Allow uploading of key borrower documents and downloading contracts and amortization schedules.
Online Payments
Allow customers to enter bank payment information to process payment through ACH system. They can also view recent history and unpaid balances.
Enhanced Security
TrailView supports self-enrollment requiring complex user passwords and optional multi-factor authentication.
Integrations
Connects to your lending stack
PERSONALIZED DEMO
Schedule your personalized TrailView demo.
In our free demo you will see how TrailView can enhance your operations.
LATEST NEWS
Liventus Acquired Tamarack
Liventus’ acquisition of Tamarack creates the most comprehensive tech partner for equipment finance organizations
Liventus’ acquisition of Tamarack brings together over 50 years of equipment finance domain expertise, seven equipment finance-specific platforms, and the engineering depth to configure and optimize every one of them.