J. L. Sherman and Associates

J. L. Sherman and Associates is the provider of loan quotation software, which includes both credit insurance and debt protection options. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

J. L. Sherman and Associates is based in San Marcos, California and founded in 1986. More on shermanloan.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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