Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service),... Learn more
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The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is... Learn more
Qualia is a technology platform that fundamentally changes the way real estate is bought and sold by bringing all parties in the real estate transaction into one secure, cloud-based experience. With Qualia, the home buying... Learn more
PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalit... Learn more
Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data... Learn more
Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: Marketing: Let Jungo market... Learn more
FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature... Learn more
Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform... Learn more
Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes, it provides a web-based portal to streamline... Learn more
LendingPad is a cloud-based mortgage loan origination system (LOS) that helps businesses streamline and manage loan origination processes and improve customer experience. With specific editions for brokers, lenders, banks, credit... Learn more
UberWriter is a cloud-based income analysis tool that helps underwriters process loans and manage data. It is primarily designed for mortgage officers to determine borrowers' income based on tax returns and bank statements. Key... Learn more
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winnin... Learn more
LendingWise is a cloud-based customer relationship management (CRM) and loan origination software which enables lenders of all sizes to automate complete loan management life cycle. A unified solution, LendingWise allows asset... Learn more
Calyx Software is a cloud-based loan servicing platform that helps users with loan and marketing processes. Calyx Software comes with a variety of tools such as Point,Portfolio Producer, Calyx Network, INK-it, WebCaster tools... Learn more
Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides... Learn more
Margill Loan Manager is a Windows-based loan servicing and credit management software that supports various loan types including personal, corporate, intercompany, auto, litigation, mortgages and lines of credit. Key features... Learn more
MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects,... Learn more
The Loan Office is a cloud-based and on-premise loan servicing solution for enterprises of all sizes. It’s suitable for lending, mortgage and financial service companies. Primary features include loan management, accounting... Learn more
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for... Learn more
BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes... Learn more
Encompass, the industry’s most recognized loan origination system, gives lenders of every size access to everything they need to originate and close more loans, in less time, from any location. Be more responsive and deliver a... Learn more
RamQuest One is a mortgage solution that helps real-estate businesses streamline processes related to workflow management, event scheduling, document capturing, transaction monitoring, and more on a centralized platform. It... Learn more
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship... Learn more
Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... Learn more
TurnKey Lender provides an end-to-end system that automates every step of the lending process, from the loan application and borrower evaluation to origination, underwriting, servicing, collection, reporting, compliance, and... Learn more
MBS Highway is a mortgage software designed to help advisors improve their batting average and turn conversations into applications. Key features include social studio, open house flyers, loan advisor, and presentation expressway.... Learn more
inGain serves lenders, fintech companies and banks with an out-of-the-box, yet fully customisable end-to-end loan management system. The system allows for both manual and fully automated loan processing from loan origination,... Learn more
Bryt loan management software is a cloud-based solution designed to aid lending professionals in loan origination, loan servicing, document creation, storage, trust accounting, payment processing and more. Having a centralized... Learn more
MeridianLink Consumer, formerly known as LoansPQ, is a cloud-based loan origination solution designed to help banks, credit unions, and funding officers manage lending processes for various loan types including unsecured,... Learn more
MeridianLink Mortgage, formerly known as LendingQB, is a loan origination solution designed to help organizations streamline processes for mortgage lending. The platform comes with a rules-based engine, which enables users to... Learn more
NXTsoft's OmniConnect provides API connectivity between FinTech companies & financial institutions. Built over the past 25 years, OmniConnect's data library into core platforms ensures a seamless integration for all customers.... Learn more
At HWML, we have automated the approval process and requirements for over 300 banks across the U.S. in the full spectrum of lending across Commercial, Residential, Business, and Consumer loans -- with a 95% funding rate. Through... Learn more
LoanAssistant is a loan servicing solution for QuickBooks that assists lending businesses across various segments including residential mortgages, education loans and installment sales with preparation and management of loans. It... Learn more
LOAN SERVICING SOFT is the most advanced Loan Servicing Software on the market! Features: Automated Billing, ACH Electronic Payments, Borrower/Investor Web Portals, QuickBooks Integration. Optional Add-On’s: Doc Prep, Fund... Learn more
Aidium empowers lenders to finalize more mortgages by enabling smart interactions with borrowers. Aidium is a Mortgage CRM that streamlines tasks, sets up contact methodologies, ranks leads, oversees referral partner ties, and... Learn more
LoanCirrus is a digital lending platform for lenders of all types, including consumer finance businesses, digital banks, credit unions, microfinance institutions, and others. The platform supports both in-branch and online... Learn more
HES LoanBox is a ready-made software solution that automats loan servicing processes. The platform provides a functional borrower portal with SMS/email notifications, a built-in calculator, custom dashboards, etc. The system is... Learn more
LOANLEDGER is a cloud-based loan servicing solution for enterprises of all sizes. It’s suitable for mortgage firms, financial firms, automobile lending banks, private lenders, governmental agencies, municipalities, venture... Learn more
Mortgage+Care is a cloud-based and on-premise loan servicing solution for small, midsize and large commercial lenders, banks, nonprofit and economic development organizations. Primary features include loan origination, loan... Learn more
Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows, override/SlowPay... Learn more
Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage companies with API-integrated borrower on-boarding, KYC check, e-signature and data exchange... Learn more
Blend is a cloud banking platform designed to help businesses in the financial services industry streamline processes for mortgages, loans, deposits and accounts. It includes a drag-and-drop interface, which allows teams to... Learn more
CaptaFi loan modification tracking software is simple to use but packed with features. It combines a lightweight CRM, phone system, and e-sign module. Businesses can manage documents, tasks, calendars and more. Its customer... Learn more
AllCloud Enterprise (formerly known as AutoCloud) represents a cutting-edge Unified Lending technology platform specifically tailored for Banks, Non-banking financial companies (NBFCs), Microfinance Institutions (MFIs), and... Learn more
Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representa... Learn more
Crowdsofts is a white label crowdfunding solution for startups and non profit organizations. The cloud-based platform provides benefits such as workflow automation, powerful analytics, back office management, and flexible... Learn more
Mortgage Cadence Platform is a digital lending software that assists businesses with managing the entire loan origination process, including document preparation, application submission, approval workflow management and post-closi... Learn more
Loansifter PPE is a loan servicing platform, which helps businesses calculate products' pricing and eligibility across multiple financial scenarios. Using the Price Manager tool, mortgage brokers can configure compensation plans... Learn more
SAAS Document generation platform for the creation of PDF and Word documents. it supports a host of data sources including enterprise Applications and JSON, Excel and XML data. Using EDocGen teams can create and generate... Learn more
REALTrans is a cloud-based mortgage solution that enables businesses to manage commercial and residential loans as well as assets. The solution includes comprehensive service desk support, integration with external systems,... Learn more
