MORTGAGE LENDING SOFTWARE
Tap Into The Worlds Leading Mortgage Lending Software
SMART WEBFORMS
Our modern quick & full app webforms will ask for the exact fields & required docs needed based on the loan program, type, purpose, state, property type, etc... Now that's smooth!
ROBUST PIPELINE VIEWS
Easily visualize the stage where ALL your leads, apps, loans in process are in. Detailed workflow steps keep everyone in sync, in real time. Our software seamlessly integrated with your workflow
DOC COLLECTION
Intelligently collect docs based on the loan program, purpose, and property type, Automated e-mail reminders go out to borrowers & brokers with URL link to the file's loan status & doc portal.
DOCUMENT AUTOMATION
Send out E-sign ready term sheets, credit auth, disclosures, closing docs or any custom forms in minutes powered by Google Docs & Sheets. Dominate faster than competitors......
Implementation & Training Services
We offer various plans that include dedicated resources to help implement your required configurations. With our flexible CRM & LOS lending platform for private lending, CRE, business loans, equipment & SBA loan types, you will find numerous ways to setup your account. Let us help you fine tune the settings to achieve maximum user adoption & create a scalable lending system.
Lite
$1,199
Per month
1 User Included
Additional Users Available
Point of Sale (Quick App & Full App)
Built-in Key Loan Docs(Term Sheet, 1003 & Full App)
Dashboard, pipeline, contact manager & E-mail marketing
Customize fields, workflows, required docs & loan stages
Loan Status & Doc Upload Portal
Pro
$2,500
Per month
5 back office users & 5 loan officers/brokers (all lite features included)
Borrower, broker, loan officer login portal
Doc generation powered by Google Docs & Sheets
Custom reports & data export/import for loan tapes, loan servicing, etc...
3rd Party Integrations:
Credit Report, Soft Credit, AVM, Appraisal, PeerStreet, WebHooks, API Access
Website template & hosting
Lender Marketplace Included
Enterprise
$5,500
Per month
All Professional features, plus...
50 Back Office Users and 50 Loan Officer/Broker Users
Growth & Implementation strategy sessions
Custom designed webforms, docs, & E-mail templates
Dedicated Account Support & 1-2 hour response SLA
Lender Marketplace with your company listed
Loan Servicing
Website with free hosting
Full White Label
Custom training manuals & videos provided
Data Migration
Corporation
$8,999
Per month
All Professional features, plus...
Unlimted Users + Support Options: Video Library, E-mail, Live Chat, Phone & 20+ hours of implementation support
Say hello to your new loan origination software platform!
A CRM & Loan Origination Software platform for private lending commercial brokers & lenders
Digital Lending Platform & Portal
A modern borrower experience with online, mobile-friendly portals, customized workflows & paperless loan origination
Connect Your Website With Our Web Forms
Integrate our quick & full-app web forms on your site to fast-track submissions & accurately collect required docs. View Live Example
Real-Time Team Collaboration
Keep your entire team, including brokers, borrowers & 3rd parties updated in real-time on the loan status. View Live Example
Bank Level Security & Infrastructure
Our loan origination software sits 100% on AWS & is aligned with SOC 2, ISO 27001, & PCI compliance. We encrypt, secure & back up your data & documents for life.
Close loans faster & easier with the ultimate digital lending software (SaaS)
Works on all web browsers via secured https protocol with 99.99% uptime powered by AWS. We encrypt, secure & back up your data & documents for life. We are aligned with the latest SOC 2, ISO 27001, & PCI compliance. Cloud Based system brings flexibility.
100% Cloud-Based
Build & Brand
Customizable loan intake form dynamically asks the right questions & required docs based on the loan program & other loan parameters. It embeds on any website & comes included as a unique form for every loan officer & broker-level user created.
Webforms for Quick & Full Loan Applications
Win with speed
The loan file comes with many tabs like quick app, full app, borrower info, property info, income/expense, loan info, credit memo, contacts, tasks, workflows, servicing, billing/commissions, 3rd party integrations, pricing engine, marketplace, offers, and more.
Customizable loan file layout
Optimized workflow
This is a paragraph. Click to edit and add your own text. Add any information you want to share. Change the font, size or scale to get the look you want.
First and Last Name
Subtitle Here
This is a paragraph. Click to edit and add your own text. Add any information you want to share. Change the font, size or scale to get the look you want.
First and Last Name
Subtitle Here
This is a paragraph. Click to edit and add your own text. Add any information you want to share. Change the font, size or scale to get the look you want.
First and Last Name
Subtitle Here
Equifax
Plaid
Lending Tree
Advantage Credit
Integration with CRA vendors, webhook support with all major CRMs, and more.
AI Customer Service Helper?
24/7 Availability: One of the most significant advantages of AI customer service helpers is their ability to provide support around the clock. Unlike human agents who have limited working hours, AI systems can respond to customer inquiries at any time of the day or night. This ensures that customers can access assistance when it's most convenient for them, which can lead to higher customer satisfaction and loyalty.
