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SERVICING & OPERATIONS
Run servicing without
the operational drag.
Streamline account servicing, automate task routing, and keep your CRM and LMS in sync — no fragile integrations or manual data entry required.
Most specialty finance teams run servicing on a combination of spreadsheets, email threads, and legacy LMS exports. Tennis replaces that with structured workflows that route tasks, update systems, and hand off between teams automatically. Every account event is logged, every SLA is tracked, and your team spends time on exceptions — not routine updates.
CAPABILITIES
Key features.
Account Workflows
Automate the end-to-end servicing cycle — from funding confirmation to payoff — with configurable workflow rules that match your process.
Task Routing & Assignment
Assign tasks to the right agent or team automatically based on account status, priority, product type, and current workload.
CRM & LMS Sync
Keep your CRM and loan management system in sync without manual data entry — Tennis writes back to your systems of record as events occur.
Internal Team Handoffs
Structured handoffs between servicing, collections, and legal teams — with full account context, communication history, and audit trail preserved.
SLA Tracking
Monitor SLAs across every workflow stage and get alerts before deadlines are missed. See where accounts are stuck before they become problems.
Exception Handling
Automatically surface and route exceptions — failed payments, document requests, disputes — to the right queue for immediate action.
85%
OF SERVICING FULLY AUTOMATED
70%
LESS MANUAL OPS WORK PER ACCOUNT
2×
FASTER ACCOUNT ONBOARDING