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Average Ratings 0 Ratings
Description
Streamline your loan journey from initial contact to final approval, seamlessly connecting with your current LOS platforms such as Encompass and CALYX. Enhance your operational productivity by saving valuable time and accessing crucial information swiftly and in real-time. Solidify your market presence in a competitive landscape by utilizing tools that set you apart. Stay ahead of your rivals with user-friendly marketing resources. Gain insights into all your key performance indicators at the loan officer, branch, and company levels through daily, weekly, or monthly views. Enjoy straightforward setup and configuration to synchronize lead, loan, and partner information across systems like Encompass. Efficiently distribute leads according to business rules or current capacity. Oversee partner data, communications, and marketing campaigns effortlessly. Initiate and manage campaigns with intuitive templates and group functionalities. Effectively handle leads by monitoring their activities and updates in one centralized location. Automate status notifications for borrowers, realtors, and loan officers at each step of the loan process by utilizing a variety of triggers, ensuring everyone stays informed and engaged. By implementing these strategies, you can revolutionize your loan processing experience and drive better results for your organization.
Description
StreamLoan streamlines lead management and mortgage origination by connecting loan officers, borrowers, and real estate agents to expedite the conversion of leads into loans through comprehensive automation. Our technology, designed for both mobile and web platforms, is user-friendly, efficient, and can be utilized seamlessly, whether at the office or while attending a child's swim practice, benefiting all involved parties and leading to a higher number of closed loans. Achieve significant business outcomes, boost revenue, finalize more loans, and enhance the overall borrower experience while minimizing costs. Effortlessly communicate and keep a secure, complete record of all interactions related to a file. Utilize real-time chat and notifications to collaborate with all parties, ensuring that every discussion is organized in one centralized hub with access for all relevant stakeholders. Maintain compliance with communication standards through secure and encrypted channels, eliminating the risks associated with unprotected SMS messages and ensuring that no updates from co-borrowers are overlooked due to communication gaps. In this manner, StreamLoan not only enhances efficiency but also fosters stronger relationships among all parties involved in the loan process.
API Access
Has API
API Access
Has API
Integrations
Calyx Point
Encompass
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
Techniecode
Country
United States
Website
www.techniecode.com/mortgage-simplify
Vendor Details
Company Name
StreamLoan
Founded
2015
Country
United States
Website
www.streamloan.io
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
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