Caravel Success Hub for NetSuite

Businessman,Using,Tablet,Analyzing,Sales,Data,And,Economic,Growth,Graph

Win Story | Financial Services | Visio Lending

Facebook
Twitter
LinkedIn
Founded in 2012 and headquartered in Austin, TX, Visio Lending is the nation’s leader in rental loans. Visio helps investors grow their rental portfolios with their laser-like focus, streamlined process, innovative technology, and outstanding team. A strong leadership team backed by decades of experience and a deep understanding of real estate, technology, and finance, led them to become the 100+ employee and 6,000+ loan success they are today.

Demographics

  • Industry | Financial Services
  • Headquarters | Austin, TX
  • Founded | 2012
  • Employees | 100+
  • Existing ERP | QuickBooks
  • Other Systems | Rippling, Wells Fargo,
    Bank of California, SBO

NetSuite Solution

  • NetSuite | SuiteSuccess FinancialsFirst STD
  • Modules | Record to Report, Procure to Pay,
    NSPB
  • Interfaces | Banking, Rippling, SBO

Sales Team

  • NetSuite | Glenn Ladd
  • Caravel | Caila Cohen, Scott Curry

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Visio lending will deploy NetSuite in a single-phase with core functionality going live in month 4 and integrating to various 3rd party systems in phase 1.

Subscribe

CONTACT US

Would you like to know more?

Then get in touch now!

Fill out this form and one of our team members will be in touch shortly!

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.