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Average Ratings 0 Ratings

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ease
features
design
support

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Description

We envision that purchasing stocks should be as straightforward as grabbing a coffee. Our team of experts is ready to assist you in crafting digital experiences that make investing accessible to everyone, regardless of their location. DriveWealth's innovative, cloud-based brokerage infrastructure utilizes APIs to facilitate any investment experience you wish to create, whether it's trading, retirement planning, or even features like roundups and rewards, all through real-time fractional shares. By incorporating investing into daily customer interactions, you can easily transform consumers into investors. With DriveWealth’s contemporary brokerage system, you can launch your services efficiently by connecting to a single platform that manages all aspects of the client journey, including account creation, identity verification, digital funding, and transaction execution. You control the customer interface, while we handle everything behind the scenes, from clearing and settlement to tax compliance and regulatory reporting, all managed digitally and in real-time without the complications of overnight processing, paper documents, or unnecessary third-party integrations. This seamless integration allows for a smoother user experience, paving the way for a new generation of investors.

Description

Realfinity is a smart mortgage platform designed to provide a comprehensive end-to-end solution for mortgage origination and processing, integrating capital, compliance, and technology to empower real estate professionals such as agents, brokerages, loan officers, asset managers, startups, and wealth advisors to efficiently deliver mortgage services. Through this platform, users can access a diverse array of loan options, which include conforming loans, government-backed FHA, USDA, and VA loans, bank-statement loans tailored for self-employed individuals, DSCR loans that utilize rental income, jumbo loans for properties with high balances, as well as HELOC/HELOAN choices and cash-out refinance loans. The platform supports a document-first approach to mortgage applications, allowing borrowers to either upload necessary documents or link their asset and income information, facilitating the validation and automatic completion of applications, thereby speeding up decision-making and increasing conversion rates. Additionally, it provides real-time comparisons of live rates from various investors, further enhancing the user experience and ensuring competitive offerings in the mortgage market. Users can benefit from these features, leading to a more streamlined mortgage process and improved access to financing solutions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Plaid

Integrations

Plaid

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

DriveWealth

Founded

2012

Country

United States

Website

drivewealth.com

Vendor Details

Company Name

Realfinity

Founded

2020

Country

United States

Website

rfm.io

Product Features

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

Alternatives

Alternatives

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