Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Optimizing your workflow is far superior to simply putting in more hours, and successfully closing deals brings a level of satisfaction that losing them cannot match. Ensure your clients receive the outstanding service they deserve while gaining a competitive edge in the market. Elevate your mortgage brokerage operations with BrokrBindr, which serves as an excellent alternative front-end to Filogix. Enjoy a user-friendly experience without interruptions, all while keeping your data securely stored in an account that you manage, in line with the permissions from your clients. You will still rely on Filogix for tasks such as credit pulls and submitting completed applications to lenders, but BrokrBindr streamlines each process, enhancing ease, speed, and reliability. The time spent drafting emails to request necessary condition documents could be reduced from twenty minutes to just twenty seconds by utilizing a personalized, branded email template that automatically generates the required document list for you. By adding this personal touch, you will not only impress your clients but also showcase your professionalism in every interaction. This innovative approach not only saves time but also enhances your overall client experience, setting you apart in a competitive industry.
Description
Note Dashboard is a cloud-based solution designed for managing mortgage notes and loans, catering to lenders and financial institutions of various scales. It offers a user-friendly mortgage loan servicing interface that is both straightforward and consistent. With a robust array of features available at a competitive fixed monthly rate, our software adapts to your business's evolving needs. The loan servicing capabilities are designed to automate and enhance the efficiency of your operations, allowing for quicker completion of daily tasks such as contacting borrowers directly and creating personalized correspondence. Note Dashboard empowers you with extensive tools to manage both performing and non-performing loans with ease. Should you have any inquiries, our dedicated service specialists are readily available to assist you. You can service an unlimited number of pools and companies for one low monthly fee, with no additional costs per user. Furthermore, the platform allows for easy acceptance of partner investments and the generation of professional reports on demand, ensuring your business remains agile and responsive. This comprehensive approach makes Note Dashboard an invaluable asset for any financial institution looking to improve its loan management processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Constant Contact
Yes
Filogix
Yes
Mailchimp
Yes
Pipedrive
Yes
QuickBooks Online
Yes
Xero
Yes
Zapier
Yes
Zoho CRM
Yes
Integrations
Constant Contact
No
Filogix
No
Mailchimp
No
Pipedrive
No
QuickBooks Online
No
Xero
No
Zapier
No
Zoho CRM
No
Pricing Details
$59 per month
Billed annually
Free Trial
Yes
Free Version
No
Pricing Details
$34 per month
Free Trial
Yes
Free Version
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BrokrBindr
Website
brokrbindr.com
Vendor Details
Company Name
Note Dashboard
Founded
2013
Country
United States
Website
notedashboard.com
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
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
Product Features
Loan Servicing
Accounting Management
Yes
Amortization Schedule
Yes
Application Management
Yes
Auto Loans
Yes
Automatic Funds Distribution
No
Business Loans
Yes
Collateral Tracking
Yes
Collections Management
Yes
Compliance Management
No
Construction Loans
Yes
Customer Database
Yes
Fee Management
Yes
Investor Management
No
Loan Processing
Yes
Student Loans
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
Yes
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
No
Government Loans
Yes
Loan Origination
No
Loan Servicing
Yes
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
Yes