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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

We understand the struggle of trying to manage a private lending operation while grappling with constant disarray. In light of this challenge, we took action and created Alfred, a comprehensive technology solution tailored for the private lending sector. This platform streamlines every aspect of your lending business, from intricate underwriting processes and cumbersome loan document creation to effortless investor distributions and earnings statements with just a click. Our goal is to allow you to concentrate on what truly counts: nurturing relationships, expediting transactions, and achieving growth. Although the real estate landscape can be intricate, Alfred ensures you won't overlook any opportunities due to its complexities. Serving as the foundation of the lending industry, our customers can attest to the deep trust that Alfred fosters with both investors and borrowers alike. Investors appreciate the clarity and transparency that Alfred delivers, while borrowers return for more due to the efficient and seamless experiences you provide. In today’s fast-paced world, exceptional lenders need equally exceptional technology and robust security to thrive.

Description

alfred_ is an AI-driven assistant designed for professionals who engage with clients, offering a cloud-based platform that integrates work emails and calendars to streamline communication by identifying messages that require responses, tracking follow-ups, drafting replies, and transforming conversations into actionable tasks. The web application consolidates emails, calendar appointments, to-do lists, notes, and routines into a cohesive personal workspace, enhancing productivity. Users can effortlessly schedule meetings, generate meeting briefs, and retrieve essential information from client discussions. Access is convenient through various platforms, including a web app, an iPhone application, text messaging, Slack, and compatible connectors for Claude and ChatGPT. It supports a diverse array of integrations such as Gmail, Microsoft Outlook, Google Calendar, Slack, Microsoft Teams, HubSpot, Salesforce, and numerous other productivity and project management tools. This innovative product is tailored for individuals managing client interactions, catering to consultants, business founders, and freelancers, with options available for both personal and team-oriented plans to suit different needs. With its robust features, alfred_ empowers users to optimize their workflow and enhance their client relationship management effectively.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Airtable No 
Asana No 
Confluence No 
Fathom No 
GitHub No 
Gmail No 
Google Calendar No 
HubSpot CRM No 
Jira No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft Teams No 
Otter.ai No 
QuickBooks Online No 
Salesforce No 
Slack No 
Stripe No 
Todoist No 
Zoom No 
iCloud No 

Integrations

Airtable Yes 
Asana Yes 
Confluence Yes 
Fathom Yes 
GitHub Yes 
Gmail Yes 
Google Calendar Yes 
HubSpot CRM Yes 
Jira Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Otter.ai Yes 
QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Stripe Yes 
Todoist Yes 
Zoom Yes 
iCloud Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.99/month
Starter is $29.99/month or $299.99/year. Pro is $44.99/month or $449.99/year. Power is $99.99/month or $999.99/year. Max is $199.99/month or $1,999.99/year. The team plan is $49.99/seat/month or $499.99/seat/year, with a two-seat minimum. Every plan includes a 7-day free trial.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Alfred Tech

Founded

2012

Country

United States

Website

alfred.tech

Vendor Details

Company Name

Knowledge Butler, Inc.

Country

United States

Website

get-alfred.ai/

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

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