Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Achieve brighter financial prospects with ease by utilizing a top-tier digital lending platform tailored for mortgages and consumer banking. Gain clarity on essential engagement metrics through ready-made reports, allowing for strategic decision-making supported by detailed data, and facilitate the sharing of valuable insights throughout your organization. Enhance both conversion rates and customer satisfaction by providing fluid lending experiences across various channels, including digital, phone, and in-branch interactions. Empower loan officers to dedicate more time to attracting new clients and acting as reliable advisors, while automating tedious processes to reduce approval delays and guarantee timely closings, enabling an increased loan handling capacity. Create smooth customer experiences that foster growth, boost productivity, and strengthen customer relationships. Additionally, utilize an expansive network of technology, data, and service providers to create cohesive customer journeys, tapping into the strengths of our comprehensive ecosystem to maximize efficiency and satisfaction. By doing so, you not only enhance your service offerings but also position your organization for long-term success in a competitive market.
Description
The mortgage source integration facilitates a smooth transition of the information gathered from your tailored fact-find into the APIs of 27Tec. By merging this data with the extensive pre-existing filters that 27Tec provides through its standalone service, users can take advantage of a wide array of lenders, packagers, clubs, and products, all while benefiting from the comprehensive product specifications and advanced research logic that 27Tec integrates into your CRM. After receiving your results, you can easily utilize the documentation options offered by 27Tec; with just one click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS)—both of which can be customized with your specific fees and broker details. Furthermore, these documents will be conveniently stored within your CRM, ensuring that you can access them throughout the application process whenever needed. This streamlined process enhances efficiency and ensures that you have all necessary documentation readily available.
API Access
Has API
No
API Access
Has API
No
Integrations
BNM360
Yes
CloudCall
No
Coalfire
Yes
Docusign
Yes
Encapture
Yes
Finicity
Yes
Flueid
Yes
Google Maps
Yes
Kinective Bridge
Yes
LodeStar
Yes
Integrations
BNM360
No
CloudCall
Yes
Coalfire
No
Docusign
No
Encapture
No
Finicity
No
Flueid
No
Google Maps
No
Kinective Bridge
No
LodeStar
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Blend
Founded
2012
Country
United States
Website
blend.com
Vendor Details
Company Name
Engaged
Founded
2012
Country
United States
Website
engagedresource.co.uk
Product Features
Loan Origination
Amortization Schedule
No
Audit Trail
Yes
Closing Documents
No
Compliance Management
No
Customer Database
Yes
Digital Signature
No
Document Management
Yes
Fee Management
No
Loan Processing
Yes
Online Application
Yes
Loan Servicing
Accounting Management
No
Amortization Schedule
No
Application Management
No
Auto Loans
Yes
Automatic Funds Distribution
No
Business Loans
No
Collateral Tracking
No
Collections Management
No
Compliance Management
No
Construction Loans
Yes
Customer Database
No
Fee Management
No
Investor Management
No
Loan Processing
No
Student Loans
No
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
No
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
No
Customer Statements
No
Document Management
Yes
Electronic Applications
Yes
Government Loans
No
Loan Origination
Yes
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
No
Residential Mortgages
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
No
Team Assignments
Yes
Territory Management
No
Loan Servicing
Accounting Management
Yes
Amortization Schedule
No
Application Management
No
Auto Loans
Yes
Automatic Funds Distribution
No
Business Loans
Yes
Collateral Tracking
No
Collections Management
No
Compliance Management
Yes
Construction Loans
Yes
Customer Database
Yes
Fee Management
No
Investor Management
No
Loan Processing
No
Student Loans
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
Yes
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No