Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Swim is a comprehensive cloud-based point of sale and business management platform tailored specifically for independent jewelers in retail and manufacturing. Its features encompass Point of Sale, Inventory Management, Customer Relationship Management, Automated Marketing (including SMS, email, direct mail, and newsletters), Supplier Management, Business Reporting, Repair and Job Tracking, Expense Management, and much more. By using Swim, you can automate and organize your entire business operations, allowing you to reclaim precious time. This user-friendly, cloud-centric system is designed with jewelry-specific functions that your team will appreciate. The setup is incredibly straightforward; all you need to do is sign up, and you’re ready to start. With Swim, you can access your business from anywhere at any time. Furthermore, its calendar and job tracking capabilities help optimize your workshop efficiency while maximizing your return on investment. Additionally, Swim equips your staff with the necessary resources to address all customer inquiries throughout the process, ensuring a seamless experience for everyone involved. Overall, Swim is an invaluable tool that simplifies the complexities of managing a jewelry business.
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
$79 per month
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
StreamLoan
Founded
2015
Country
United States
Website
www.streamloan.io
Vendor Details
Company Name
Octahedron
Founded
2000
Country
Australia
Website
onswim.com
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
Jewelry Store Management
Appraisal Management
Commission Management
Consignments
Customer Purchase History
Jewelry Design
Marketing Management
Multi-Store Management
Pricing Management
Repair Tracking
Supplier Management
Wholesaler Management