
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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Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations.
Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals.
Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services.
The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making.
Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak.
Macaw AMS is expected reduce per policy costs by 30%.
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LexisNexis Attract
LexisNexis® Attract™ scores empower insurance providers to effectively and precisely categorize policyholders and applicants based on their risk levels, resulting in enhanced underwriting processes. With the introduction of Attract™ 5.0, these carriers gain access to the most advanced predictive models available to date. For over twenty years, LexisNexis Risk Solutions has been instrumental in refining rating, pricing, and underwriting decisions across the insurance sector. These innovations encompass home, auto, and commercial insurance markets. The Attract™ suite of scores is built on principles of superior loss prediction, adherence to regulations, and straightforward integration, all aimed at boosting business outcomes. The latest iteration, Attract™ 5.0, further enhances the capacity of carriers to leverage consumer credit data, ultimately leading to even greater underwriting efficiency and accuracy. This development marks a significant step forward in the insurance industry's ability to assess risk with precision.
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Bold Penguin
Bold Penguin revolutionizes the commercial insurance landscape with its cutting-edge technology and sophisticated quoting software tailored for insurance agents, brokers, networks, carriers, and channel partners. It provides a comprehensive suite of integrated tools, such as terminal, exchange, storefront, and analytics, which collectively enhance the processes of quoting, lead generation, and underwriting specifically for small and medium-sized enterprises. With its terminal solution, agents can swiftly quote and bind policies, collaborating with both national and regional carriers to guarantee optimal coverage. The exchange platform not only fosters growth by creating a lead marketplace but also the storefront empowers agents to effectively manage digital quoting experiences for SMBs. Moreover, the analytics component leverages artificial intelligence to refine data extraction and underwriting practices. By harnessing these advanced technologies, Bold Penguin equips agents and partners to serve SMBs more effectively, thus boosting operational efficiency and opening up new avenues for business expansion. This commitment to innovation positions Bold Penguin as a leader in transforming the commercial insurance sector.
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