Pre-Approve Me Integrations

Say hello to a faster and more efficient loan process. Point is the industry's most trusted LOS for mortgage brokers. It covers all aspects of the origination process, from initial application to closing. No hidden fees or contracts required. Know exactly what you will pay. You can ensure consistency by using templates to standardize borrower files and loan programs. Pre-application data can be captured, created, and saved to prequalify potential borrowers. Open house flyers, loan comparisons, pre-approval letters, and other marketing tools can help you strengthen your relationships with potential borrowers. Point integrates more than 200 vendor partners, which provide credit reporting, asset verification, asset verification, product pricing, eligibility, closing documents and compliance services. You can quickly exchange data between hundreds of service providers by clicking a button.

Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier Agents transform the way businesses manage daily operations by automating routine tasks using AI-powered teammates. In minutes, users can build agents that perform actions across 7,000+ apps, such as qualifying leads, automating customer service responses, personalizing outreach emails, and more.

Dropbox Business is more than secure file storage. It's a smart workspace that brings together teams, tools, content, and other resources. You can create, store, and share cloud content using Google Docs, Sheets and Slides, Microsoft Office files and Dropbox Paper. Dropbox Spaces allows you to combine cloud content and files, so your PowerPoints can live alongside your Trello boards, Google Docs, and other tools. Access your team's work easily from any computer, mobile device or web browser. Connect tools such as Zoom and Slack to keep your team's files and conversations in one place. Intelligently suggested folders and files keep your team one step ahead. They will have the content they need when they need it. Dropbox offers a secure, distributed infrastructure with admin tools to control and visibility. Keep your company's data safe with Dropbox.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

LendingPad features a CRM, paperless loan files and document management. It also includes pricing/eligibility engines, warehouse management, institutional investor deliveries, and pricing/eligibility engines. Simple, intuitive screens that allow you to quickly and efficiently review important loan information. Multi-user processing and real time notifications to update files simultaneously Paperless loan files with integrated documentation management. Connectivity options to many vendors and lenders to eliminate redundancies. Secondary, funding, and post-closing functions can be performed with unlimited users. Capability to perform banking functions, warehousing activities and administration of third-party channels. Secondary tasks can also be completed with institutional investors. Unparalleled enterprise API to facilitate synchronous and flexible data sharing. Single sign-on access allows you to extend any client's back-office team.

myhomeIQ helps Real Estate Agents and Loan Officers to cultivate clients for life and teaches homeowners how to build wealth by homeownership. MyhomeIQ allows Realtors®, Loan Officers, and other professionals to provide personalized information about their clients. myhomeIQ can predict which homeowner will move and notify the Realtor®, and Loan Officer who helped them buy their home. myhomeIQ gives Loan Officers and Realtors automated marketing tools to generate leads and grow their businesses. All your work in one: client nurturing, lead generation and predictive analytics. Connect with realtors and loan officers.

Encompass' award-winning KYC automation platform, unrivaled global data access and unparalleled support for KYC teams empower them. Automated corporate KYC due diligence helps you to improve AML compliance, customer onboarding, and respond to regulatory changes. Encompass provides the best foundation for customer management and continuous KYC. Encompass is powered by intelligent process automation and offers smart retrieval, integration and documentation for anti-money laundering and know your customer (KYC). Encompass uses intelligent process automation to deliver KYC automated capabilities that will transform how you approach KYC. These are just a few of the capabilities that could make a real difference for your company.