Best Finance Software for OpenClose

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

DocVu.AI leverages AI and machine learning to efficiently convert vast quantities of images into organized digital documents and data sets. It integrates effortlessly with your current systems, making the transition smooth and straightforward. With a wealth of experience in the mortgage sector and ready-to-use templates, getting started is a hassle-free experience. Utilizing AI and machine learning, DocVu.AI transforms various types of documents into machine-readable data, covering structured, semi-structured, and unstructured formats. It effectively handles tables, lengthy texts, signatures, and even handwriting, turning them into usable digital information. Additionally, DocVu.AI serves as more than just an intelligent document processing tool; its adaptable architecture allows it to cater to the specific needs of both large and small businesses. This built-in flexibility, combined with the diverse range of data it can accurately process, has established DocVu.AI as the preferred solution for over 50 banks across the United States, showcasing its reliability and effectiveness. As organizations increasingly seek efficient document management solutions, DocVu.AI continues to lead the way in innovative processing technology.

CompenSafe is a platform for managing incentive compensation. It gives you unparalleled control over your variable compensation plans. CompenSafe bridges the gap between your loan origination and payroll systems. It gives your payroll department the ability to eliminate human errors and provides branch managers with valuable insight into LO performance and profitability. It also updates your sales team about the status of their compensation in close-to-real time.

When loans become problematic, managing and recovering them can prove to be quite difficult. Although they may be sidelined in your financial records, they remain a crucial aspect of your overall financial health. The Charge-off Loan Tracker (COLT) simplifies the process of handling these troublesome loans. Since 1987, COLT has been a vital tool for financial institutions seeking to manage and recover charge-offs effectively. Its user-friendly interface will leave you impressed, as it seamlessly tracks outstanding balances while calculating interest, adjusts to new payment conditions, produces board reports, and more. If there’s a possibility of recovery, COLT equips you with the necessary tools to pursue it. By streamlining the management of bad loans, COLT allows you to focus your energy on more lucrative opportunities. It offers comprehensive tracking for principal, interest, and fees, supports various accrual methods, and employs transaction-based accounting. Additionally, it provides adaptable repayment terms, borrower invoicing, and correspondence, while also ensuring complete shadow accounting. With features like automated 1099-Cs that interface with the IRS, a documented audit trail, and a powerful reporting engine, COLT is the solution you need for effective loan management. In short, utilizing COLT not only enhances your collection efforts but also significantly improves your financial efficiency.