FirstClose Integrations

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Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

Leverage title data and insights to swiftly convert borrowers immediately after they submit a home equity application, identifying which opportunities can be expedited to a closing time of five days or less. Utilize title information to explore effective loss mitigation strategies available for both the servicer and the borrower as soon as the 30-day delinquency period begins. Get access to this critical report in under a minute, similar to verifying employment or income. Flueid’s data-driven Verification of Title (VOT) solutions enhance the entire process of mortgage lending, title services, closing, servicing, and secondary markets. Powered by the innovative Flueid Decision platform, our VOT products ensure that essential title data and intelligence are readily available during crucial decision-making phases of real estate transactions. This approach effectively bridges gaps between title services, closing, and other workflows, thus creating a more cohesive consumer experience. Our VOT offerings are specifically designed to cater to every team’s needs, providing an intuitive workflow tool that delivers timely title clearance decisions. Ultimately, this streamlined process not only enhances efficiency but also improves the overall borrower experience in real estate transactions.

Accelerate your claims processing, mitigate risks, and enhance the experiences of your customers. In the realm of insurance, having comprehensive oversight is essential. You must uncover the reality behind reported damages and assess the risks associated with the assets you are insuring. This entails retrieving, delivering, and notarizing documents, inspecting various scenes, and finding salvaged items—all of which need to be done across different locations, without delay, and while keeping costs manageable. Fortunately, WeGoLook’s on-demand service transforms the seemingly impossible into a routine operation for insurers globally. By signing up today, you’ll gain immediate access to a workforce of over 45,000 Lookers, equipped and ready to assist you in achieving these tasks and much more, ensuring that you stay ahead in a competitive industry.

Businesses and consumers are reshaping their expectations regarding interactions with financial institutions, placing less emphasis on geographic presence and focusing instead on the institution's capability to engage with them effectively. Fiserv provides businesses with cutting-edge solutions designed to control costs, enhance and secure revenue, and manage the risks involved in payment processing while also fostering strong customer relationships. The current landscape has compelled financial institutions to reconsider the role of digital channels and real-time payment systems in meeting consumer demands for seamless experiences. With Fiserv’s offerings, whether customers are making payments in person, online, or via mobile devices, organizations can fully leverage the advantages of electronic payment processing. This adaptability not only meets the evolving needs of consumers but also positions businesses for sustained growth in a rapidly changing market.

Combine your desired administrative controls with the necessary security measures. PointCentral provides a unified and centralized database, allowing your team to collaborate on different aspects of a single file while ensuring data integrity is preserved. With pre-designed as well as customizable compliance guidelines, you can effectively adhere to federal standards. Employees can access centralized files and templates from any location, ensuring seamless collaboration. The system safeguards file integrity, even when multiple users are simultaneously interacting with the same documents. We present two excellent hosting options for PointCentral. Tailor flexible, detailed rules that align with your organizational practices and workflows. Access rights can be configured for various locations, users, and roles, reducing the likelihood of mistakes with personalized trigger alerts and compliance regulations. Enhance loan quality and prevent unauthorized modifications across different sites. Automatic synchronization of files guarantees that they are locked on the server during download and removed from users' local machines upon upload, fostering an environment of secure and efficient data management. This comprehensive approach not only streamlines operations but also fortifies your data against potential vulnerabilities.

Temenos delivers next-generation payments technology through a SaaS-first approach, aimed at driving business growth, enhancing process efficiencies, and fostering service innovations. Our offerings encompass the entire payments lifecycle, spanning from order intake to clearing and settlement. These solutions are meticulously crafted to operate effectively either independently or in conjunction with one another, available through SaaS, cloud, or on-premise options, ensuring flexibility to meet simple, complex, and varied requirements. At Temenos, our unwavering commitment to innovation and customer satisfaction is backed by the industry's highest investment in research and development, allowing us to present a distinctive market proposition: advanced SaaS-first Next-Generation Payments Processing on the leading technology platform in banking. Our dominant market position stems from our ongoing effort to merge comprehensive end-to-end functionality with the latest in cloud-native, cloud-agnostic, AI, and API-first payments technologies. By prioritizing both technological advancement and customer needs, we strive to redefine the payments landscape.

It is gone the days when you had to work with multiple financial solutions and patch together outdated, clunky offerings, while focusing on customer needs. Now you can confidently and securely ensure that more customers have better, more personal experiences, no matter where they are located. Our many consumer products have been integrated into one powerful platform for account opening and consumer lending. This has made digital lending easy. MeridianLink Consumer, formerly LoansPQ®, was the industry's most popular loan origination system. It offers a complete loan product suite for banks and credit unions. MeridianLink Consumer is a single loan origination platform that consolidates and streamlines all applications. It also applies the same rules and processes to ensure a smooth process for credit union staff and a great consumer experience for customers and members.

CoreLogic revolutionizes the global property and casualty insurance sector by offering adaptable, collaborative, and secure technologies for claims estimation. We focus on delivering exceptional experiences that enhance business operations and positively impact lives. With Claims Connect™ from CoreLogic®, the claims process is streamlined for all stakeholders through a cohesive digital ecosystem. Transform your workflow to ensure that your customers’ claims are addressed with greater efficiency and precision. All relevant information is securely consolidated within a single platform, making it easily accessible to everyone involved in the claim. Say goodbye to the hassle of toggling between various software applications to modify and review claims data. You can create estimates or implement changes directly in Claims Connect, which immediately updates the information, ensuring that everyone has real-time access to the latest details. By keeping all participants in the claims process informed with timely information, you will facilitate simpler, quicker, and more effective resolutions to claims issues. This innovative approach not only improves operational efficiency but also enhances customer satisfaction throughout the claims experience.

Understanding your customers, prospects, and market dynamics allows for more precise audience targeting and a better alignment of products and offers. The B2B Marketing Compass offers a solution to enhance your market insights by enriching and analyzing your business customer data, facilitating the creation of strategic information in key areas such as ideal customer profiles, market segmentation and penetration, as well as generating new prospect lists. This robust tool not only delivers up-to-date marketing intelligence about your business customers and prospects but also provides comprehensive marketing analytics, enabling you to fine-tune your strategy to engage qualified and profitable audiences. By leveraging these insights, you can significantly boost your marketing return on investment, broaden your market presence, and drive revenue growth while minimizing associated risks. Ultimately, using the B2B Marketing Compass positions your business for sustained success in a competitive landscape.

Empower®, the premier loan origination system (LOS) from Black Knight, provides the sophisticated features necessary to enhance efficiency and speed, reduce operational expenses, and elevate the homebuying experience for clients. This system accommodates various channels, including retail, consumer-direct, home equity, correspondent, wholesale, and assumption, all integrated into one platform. Black Knight also offers a swift implementation solution that is particularly beneficial for mid-market lenders seeking a scalable, top-tier LOS, enabling them to get started more promptly and at a lower cost. By utilizing this pre-configured option that adheres to industry standards, lenders can quickly access and employ the most cutting-edge functionalities available. Additionally, Empower streamlines repetitive processing tasks according to the lender's preferences, eliminating the need for manual intervention and allowing for greater focus on customer service. With its comprehensive capabilities, Empower stands out as a valuable asset for lenders looking to optimize their operations.

LexisNexis® Risk Solutions provides advanced automated valuation model (AVM) tools and analytical resources through Collateral Analytics, a subsidiary of Black Knight, to enable your organization to make swift and informed decisions throughout the real estate lifecycle. Successfully building a profitable portfolio while mitigating risks relies heavily on your capability to make prompt decisions. Collateral Analytics supplies a range of intuitive and easily interpretable solutions specifically crafted to facilitate decision-making at various stages of the real estate process. Gain insights into prevailing and thorough market dynamics, pinpoint potential mortgage risks, enhance your understanding of your portfolio’s performance, and ensure adherence to compliance requirements. By leveraging the expertise of Collateral Analytics, your organization can obtain rapid, dependable, and cost-efficient residential property valuations, along with profound insights into the current landscape of the national real estate market. This strategic partnership not only streamlines operations but also empowers your business to thrive in an ever-evolving market environment.

Covius’ Funding Suite® provides an extensive array of credit, verification, and fraud prevention services. The offerings include both individual and consolidated reports sourced from all three major credit bureaus, a variety of credit scoring models, and tailored credit scoring tools that come with updates, verifications, and additional lien and judgment reports available through our secure and proprietary Funding Suite platform. Our adaptable credit solutions empower users to select the desired number of credit repositories and enable our “Smart Credit” upgrade, allowing for a three-vendor report without needing to re-access a consumer's file. Additionally, the interactive Smart Credit report features customizable sorting options and views to facilitate quicker and more efficient data analysis. Furthermore, both Originators and Servicers have the capability to request soft pulls to effectively monitor ongoing creditworthiness and enhance borrower retention strategies. This suite of services is designed to streamline processes and improve decision-making in the credit landscape.

Encompass® from ICE Mortgage Technology offers significant savings and enhancements in operations right from the start. Lenders of all sizes rely on the Encompass Loan Origination System (LOS) to increase loan origination efficiency, decrease costs, expedite closing times, and make informed business choices. In relation to the new URLA, ICE Mortgage Technology continues to lead the industry with its proactive measures. We are committed to delivering extensive support across the complete digital lending ecosystem, covering everything from point-of-sale to loan origination, closing, and onward delivery to the secondary market. This all-encompassing strategy guarantees that every lender utilizing Encompass has the necessary tools to operate smoothly and effectively. Additionally, we encourage you to visit our regularly-updated URLA Readiness Page for the most current information, including readiness guides, webinars, and a variety of valuable resources to enhance your experience. By staying informed, lenders can navigate the evolving landscape with confidence.