ClickLearn simplifies complex business processes using popular software. You can create multi-format learning materials in any language and publish them to a 24/7 learning portal with just one click. A video walkthrough of the process, with narration in your preferred language. Put your learning to the test. This interactive simulation of your workplace allows you to test your knowledge without any hints. Interactive simulation of your workplace environment that guides you through the process. This guide is step-by-step. ClickLearn wrote this guide with perfectly cropped screenshots. ClickLearn Assist can be your go-to helper when you are stuck, need process help, or want to try a new process in the live system. You don't have to worry about making another mistake. All your learning materials can be auto-translated with a click of a button
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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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PaidReady
PaidReady serves as a web-based tool designed specifically for streamlining accounts payable workflows for general contractors and teams in construction finance. This platform seamlessly imports invoices and vendor information from various sources, including QuickBooks Online, Excel, CSV files, and Google Sheets, integrating them into a unified record while categorizing each bill as Ready, Blocked, or Waiting based on necessary documentation, lien waivers, approvals, and other financial prerequisites. Users have the capability to gather W-9 forms and insurance certificates, manage the request and tracking of lien waivers through electronic signatures, document retention activities, and address any missing items, all while organizing bills marked as ready into payment batches. The system retains a comprehensive audit trail that records readiness status, validation of imports, and user choices. Positioned between accounting systems and payment cycles, PaidReady emphasizes enhancing payment-readiness workflows and does not engage in payroll processing, making it a specialized tool for financial efficiency in the construction sector. Furthermore, its user-friendly interface ensures that even those with minimal technical skills can navigate and utilize its features effectively.
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SubLien
SubLien helps general contractors send and track lien waivers, collect insurance certificates and keep W-9s and vendor documents organized across projects. Subs sign or upload through secure email links without an account or fee, and reminders follow missing or expiring documents. Use your own waiver PDFs or SubLien's library for all 50 states and DC; paper signing and upload apply where required. AI checks each COI against your requirements, and a person on your team records the decision. W-9s are retained as source files and are not read or sent to AI. Work standalone or connect Procore or QuickBooks Online/Intuit Enterprise Suite. Pricing starts at $199/month for 25 active vendors. Every plan includes all features and unlimited documents, users and projects. Annual billing is ten times monthly. Purchases follow a demo; no free trial.
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