Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management.
Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements.
Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it.
New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
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Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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LeanData
LeanData’s no-code Go-to-Market Execution platform helps leading B2B companies make smarter decisions and drive stronger revenue outcomes. By unifying data, tools, and teams, LeanData empowers organizations like Nvidia, Cisco, and Palo Alto Networks to streamline operations, accelerate pipeline, and deliver better customer experiences — from first signal to closed-won.
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Palo Alto Networks Expedition
The complimentary expedition tool streamlines your transition to Palo Alto Networks, allowing you to stay ahead of evolving security threats and industry standards. It is accessible to both customers and partners of Palo Alto Networks, significantly enhancing the speed and efficiency of firewall migration and the adoption of best practices. With this tool, you can swiftly transition from outdated third-party solutions to the sophisticated features of Palo Alto Networks® next-generation firewalls with complete assurance. Expedition automates the upgrade of your current policies and leverages machine learning alongside analytics to create and apply new policy and configuration recommendations. This not only boosts the effectiveness of your security measures but also refines your overall security operations. Users must agree to a licensing agreement before utilizing the software, ensuring responsible use. Ultimately, this tool facilitates superior protection through a more straightforward policy migration process, making security management simpler and more effective than ever.
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