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Description
BrightOffice Lender CRM is a comprehensive, cloud-based loan management platform designed specifically for lenders. Drawing on insights from industry professionals, this all-in-one solution facilitates every step of the loan process, from initial inquiries and fact-finding to application submissions, customer onboarding, and managing loan ledgers. Tailored to fit your unique business workflows, service level agreements, and product offerings, the adaptable workflow engine encompasses communication tools like emails, documents, letters, and SMS. Our robust API enables seamless integration with various services, including TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing functionality. You can also personalize the CRM with your organization's branding elements, such as logos and color schemes, to ensure a distinctive and professional user experience. Additionally, the system allows for efficient address population by simply entering postcodes, which boosts accuracy and saves valuable time in the loan processing journey.
Description
Simply input settlement charges as either Buyer's Expense or Seller's Expense, and HUD LITE will automatically generate charges as notations when necessary, along with column totals for those notations. The program efficiently assigns the appropriate GFE number for standard entries, while also seamlessly creating entries in the GFE Comparison Page. By entering amounts from the lender's Good Faith Estimate, your form will be fully prepared, allowing you to generate and print the Hud-1 Settlement Statement for purchases, new loans, and refinances. Benefit from automated entries for the Good Faith Estimate (GFE) and consult the GFE Quick Start Guide for assistance. The system ensures that balances for receipts, disbursements, and net loan proceeds (cash received from the lender) are accurately calculated and reconciled. It also automatically generates a balanced list of deposits and checks, and computes both the Loan Origination Fee and Loan Discount. Any modifications to the proration or disbursement dates will trigger automatic recalculations of prorations, loan payoff amounts, and advance interest owed to the lender. Additionally, broker commissions can be entered either as a percentage or a fixed amount for added flexibility. With these features, the process is streamlined and user-friendly.
API Access
Has API
API Access
Has API
Integrations
Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management
Integrations
Auto Decision Platform (ADP)
Experian Connect
Fetchify
GoCardless
Microsoft Power BI
Moodle
Opayo
QuickBooks Online
Sage 100
TransUnion Collections Management
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$179 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BrightOffice
Country
United Kingdom
Website
www.brightoffice.co.uk/crm/lender
Vendor Details
Company Name
Alta Star Software
Website
www.hudlite.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Real Estate Property Management
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management