Best Finance Software for FormFree

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

LendingPad features a CRM, paperless loan files and document management. It also includes pricing/eligibility engines, warehouse management, institutional investor deliveries, and pricing/eligibility engines. Simple, intuitive screens that allow you to quickly and efficiently review important loan information. Multi-user processing and real time notifications to update files simultaneously Paperless loan files with integrated documentation management. Connectivity options to many vendors and lenders to eliminate redundancies. Secondary, funding, and post-closing functions can be performed with unlimited users. Capability to perform banking functions, warehousing activities and administration of third-party channels. Secondary tasks can also be completed with institutional investors. Unparalleled enterprise API to facilitate synchronous and flexible data sharing. Single sign-on access allows you to extend any client's back-office team.

Encompass' award-winning KYC automation platform, unrivaled global data access and unparalleled support for KYC teams empower them. Automated corporate KYC due diligence helps you to improve AML compliance, customer onboarding, and respond to regulatory changes. Encompass provides the best foundation for customer management and continuous KYC. Encompass is powered by intelligent process automation and offers smart retrieval, integration and documentation for anti-money laundering and know your customer (KYC). Encompass uses intelligent process automation to deliver KYC automated capabilities that will transform how you approach KYC. These are just a few of the capabilities that could make a real difference for your company.

SimpleNexus is a platform that connects the homeownership process with the systems and people involved in it. SimpleNexus can support your mortgage production model and improve your existing workflows with industry-leading integrations that increase operational efficiency. We simplify each stage of the mortgage transaction with one login. SimpleNexus is the most trusted digital mortgage platform for loan officers and borrowers. The best-in class, user-friendly app allows loan officers to connect with borrowers and agents from anywhere. This allows all parties to communicate and exchange data in one place throughout the loan life cycle. Loan officers can manage their loan portfolios, order credit and run pricing. They can also send pre-approvals from anywhere.

BeSmartee is the only POS that can take your borrowers or originators from application through appraisal in minutes. It uses big data, process automation, and a complete MLO portal. Online loan application for borrowers using big data and pre-population. Intelligent workflow rules allow you to automatically run credit on borrowers and maximize your ROI. Allow borrowers to view real-time product pricing, eligibility and pricing information with no third party fees. To enable instant conditional approvals, realtors can trust, trigger AUS lights-out. Generate lights-out initial disclosures for all 50 states and capture intent to proceed before your competitors. BeSmartee and your business intelligence platform provide access to actionable loan-level as well as user-level reporting.

MeridianLink Mortgage (formerly LendingQB), is an innovator in financial technology solutions that transform the way mortgage lending institutions originate loans and interact with their customers. MeridianLink Mortgage is a browser-based, SaaS-based Loan Origination Software that powers mortgage lending. MeridianLink Mortgage modernizes and integrates with more than 300 vendors and services. This allows you to create a Digital Mortgage solution that suits your needs. LendingQB is the leader in digital mortgage lending, putting the power of LOS technology at your fingertips. MeridianLink Mortgage's Lean Lending solution is what makes it unique. It combines advanced technology with dedicated services that aim to optimize technology adoption. This results in faster implementations and enhanced process efficiency, as well as greater ROI. Natively-built AUS/loan pricing engine

You can make your digital lending platform the best. Your style and personality. Your voice. We adapt to your processes, workflows, and loan origination strategies. This will help you exceed your customers' expectations. We help you provide a seamless and unique borrower experience that consumers today expect. Our platform optimizes your conversions across multiple origination channels from consumer direct to retail. Our technology improves yours by standardization, automation, and customer satisfaction. Our mission is to be at the forefront technology and innovation, and to continue to provide the best technology solutions for our clients and their borrowers. MortgageHippo is SOC-2 accredited. On a yearly basis, we are audited. Our platform is also hosted in a state of the art SAS70 Type II, SSAE 16, facility that has been awarded ISO 27001 certification.

CoreLogic's Digital Mortgage Platform allows you to create a seamless mortgage process, from application to close. This platform uses unmatched property data insights and optimized workflows to help you accelerate the borrower verifications during the origination process, creating a smoother experience for your clients. Prioritize the customer experience to build lasting relationships. You can speed up the digital mortgage process by using online document signing solutions and accurate hybrid closings. Digital Mortgage Platform automates repetitive processes to reduce human error risk and accelerate lending processes.

Businesses and consumers are changing the way they interact with their financial institutions. They also want to be able to access the services they need. This makes it less important for an institution to have a physical presence and more crucial that it can connect with consumers and businesses on their terms. Fiserv assists businesses to find innovative solutions to manage costs, grow revenue, mitigate risk, and reduce risks associated with the payment process while also attracting and growing customers. Financial institutions have to reconsider how digital channels and real time payments can be used to provide the services consumers expect. Fiserv solutions can help you maximize the potential of electronic payments processing, regardless of whether your customers pay people or businesses in person or online.

Black Knight's industry-leading loan Origination System (LOS) Empower®, offers the advanced functionality you need in order to improve efficiency, speed, operational costs, and the homebuying experience of your customers. It can be used to support retail, consumer-direct and home equity as well as correspondent, wholesale, and assumption channels. We mean all-inclusive when we say it. Black Knight is a fast implementation solution that's ideal for mid-market lenders looking for scalable, best-in-class los. It can be implemented faster and at lower costs. This option is pre-configured to meet industry standards and allows lenders to immediately start using the most innovative features on the market.

Digital Mortgage Platform is a unique combination of a world-class borrower experience and an automated lender workflow. This radically reduces loan costs, increases transparency, and reduces time to close a loan. Data-driven technology is now available to mortgage professionals, allowing them to close more loans and reduce the origination cost. Reduce costs and risks by automating back-office tasks that were previously performed. All loan types can be packaged, including rates and disclosures, as well as products that are eSignable. All digitally, with your customer. Mobile first application that allows consumers to quickly apply, securely connect data, securely submit supporting documentation, eSign disclosures and order their appraisal. They can also collaborate and receive real-time status updates.

START is a point of sale application that integrates seamlessly with web solutions and data sources. This allows home buyers and lenders to have a seamless, smooth application process. WebMax is a website provisioning platform that can accommodate a Mortgage company's corporate branch, loan officer, DBA, partner/affinity websites. The system is designed to create a lead-capture friendly mortgage website. It integrates with Mortgage specific Customer Relationship Management systems (CRM), Loan Origination systems, Pricing and Decision Engines, as well as other 3rd party programs. This system can be used by brokers and loan officers to get more leads online and convert more customers. You have the option to use a pre-existing WebMax design, or you can submit design files to be built using the MortgageWare Solution.

We offer a web-based, secure, and reliable end-to-end solution to the creation, submission, and management of mortgage application. Expert POS provides secure connectivity with more lenders and brokers than any other solution. This is the stepping stone to fully digital mortgage experiences. Access a free solution that you can use anywhere, anytime, to do more, quicker. Filogix Expert Pro is available from any device at any time. It includes integrated e-signature capabilities and document storage. Email marketing features are also available. Bank statement retrieval is possible. This is the future in deal management systems. It allows you to do more and faster. Filogix's secure document administration solution allows lenders and mortgage brokers access to documents related to the mortgage application process.