
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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D&B Credit Insights is a comprehensive credit monitoring solution tailored for small business owners who want full visibility and control over their business credit profile. It offers unlimited access to your Dun & Bradstreet credit file, including essential scores like PAYDEX®, Delinquency, Failure Score, and Supplier Evaluation Risk. Real-time alerts notify you instantly of any changes or legal events such as lawsuits, liens, or judgments that might impact your credit. The platform also enables you to benchmark your credit performance against competitors to set achievable goals and improve your financial health. Additional features include detailed payment history, financial statement comparisons, and integration with your business bank account for seamless updates. The higher-tier plans provide dark web monitoring and allow you to compare your credit alongside other companies. D&B Credit Insights helps you proactively manage your credit profile and make smarter business decisions. With a clear view of your credit data, you can boost trust with lenders, investors, and suppliers.
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efluid
efluid serves as a comprehensive and integrated customer management platform tailored to meet the unique needs of businesses in the utility industry. This solution empowers energy, water, or heating providers to oversee the full technical lifecycle while maintaining a holistic view of customer relationships. Utilizing a component-based framework, efluid connects various functional elements within complex systems, facilitating seamless integration with both front and back office operations. This architecture promotes extensive customization, enabling organizations to modify workflows and regulations according to their specific requirements. With a robust and upgradeable design, efluid guarantees stability within intricate information ecosystems. Additionally, it boasts a high degree of configurability, which allows utilities to manage a range of services, including electricity, gas, urban heating, and water, while efficiently handling intricate billing processes and meter readings through both back-office workshops and remote capabilities. The flexibility of efluid not only streamlines operations but also enhances customer satisfaction by providing tailored solutions.
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BillMaster
Whether dealing with custom rates, seasonal prices, fluctuating tax fees, or proration calculations, BillMaster is equipped to manage even the most intricate billing rate frameworks! You can send invoices via email to utility customers upon their request. Additionally, statements can be securely posted on an integrated website, allowing customers to access their current and past bills, make payments, and request various services from customer support, including setting up recurring ACH and credit card payments. Customize your billing statements and invoices to perfectly match your vision with numerous options for usage graphs, charts, and notes. By utilizing BillMaster’s fully integrated solution for outsourced printing, preparation, and mailing of statements, newsletters, and other documents, you can streamline your operations and cut down on overhead costs. Furthermore, Data West offers WebShare, an effective and straightforward solution for online Bill Presentment and Payment, ensuring a user-friendly experience for customers. This comprehensive approach to billing not only enhances efficiency but also improves customer satisfaction.
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