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Description
FinLocker serves as a personal financial assistant designed for managing loans and facilitating financial transactions. With the user's permission, it gathers essential borrower information, including assets, income, taxes, credit history, real estate, and insurance, and utilizes advanced analytics to provide tailored loan product suggestions based on the individual's financial situation and verification of assets and income. Additionally, it offers unique features that assist first-time homebuyers, including access to over 140 educational mortgage videos and real estate search capabilities. The platform also includes a secure vault for storing data and documents. By obtaining consumer consent, FinLocker can pull and consolidate data from reliable sources while leveraging AI to deliver valuable insights and recommendations. Lenders benefit from this service as it allows them to engage with consumers effectively, presenting promotions, custom notifications, and personalized offers. Overall, FinLocker empowers borrowers with exceptional visibility and authority over their financial data, enhancing their confidence in managing their financial journey. This newfound control allows users not only to understand their financial standing but also to make informed decisions regarding their financial future.
Description
GoodTrust provides a comprehensive estate-planning solution that allows individuals to create their own complete estate plans, which encompass wills, trusts, powers of attorney, healthcare directives, funeral directives, and directives for pets, all through an easy-to-follow, fill-in-the-blank format. This platform is designed to ensure that estate plans are legally recognized in all 50 states and permits each family member to establish their own plan without incurring extra charges. A standout aspect of GoodTrust is its Digital Vault feature, which securely houses estate planning documents, online account information, and legacy instructions, ensuring users maintain full authority over who can access and share these details. The user-friendly system simplifies the process: individuals simply respond to straightforward questions regarding their personal and familial information, generate their documents, have them signed by two witnesses, and then upload the signed paperwork into their Digital Vault. GoodTrust highlights that users can complete their estate planning in as little as 20 minutes, while also offering the flexibility to make adjustments or updates to their plans whenever needed, making the service not only efficient but also highly adaptable. This ensures that individuals can keep their estate plans relevant as their lives evolve over time.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$149 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
FinLocker
Country
United States
Website
www.finlocker.com
Vendor Details
Company Name
GoodTrust
Founded
2020
Country
United States
Website
mygoodtrust.com
Product Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application