Alternatives to SettlementOne

LendingPad offers a modern, cloud-based loan origination system (LOS) tailored for mortgage lenders, brokers, bankers, and credit unions. Created by industry professionals, the solution is built for efficiency, user-friendliness, and transparency—enabling teams to process loans more efficiently and provide an outstanding experience for borrowers. The system streamlines operations by consolidating processes, automating repetitive work, and maintaining regulatory compliance through a scalable, API-first framework. By eliminating workflow obstacles and simplifying daily activities, LendingPad allows mortgage teams to concentrate on customer service rather than administrative hurdles. Its adaptable design ensures that organizations of any scale can respond effectively to market shifts, regulatory changes, and new business demands.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

Metro2 is an innovative cloud-based solution designed for credit reporting that assists lenders, credit unions, and fintech companies in creating compliant Metro 2 files for submission to credit bureaus. Users can easily upload billing information, align data fields with the Metro 2 specifications, check for errors, and export files formatted for Equifax, Experian, and TransUnion. The software boasts features such as automated field mapping, immediate compliance checks, audit trails for tracking, customizable templates, and a user-friendly dashboard for account management. By simplifying the complexities associated with credit reporting compliance, Metro2 allows financial institutions to concentrate on their primary operations without distractions. With pricing plans beginning at $99 per month, interested users can also take advantage of a free trial to explore the software's capabilities. This makes it an accessible option for businesses looking to enhance their credit reporting processes.

Finmo serves as a cutting-edge digital mortgage platform tailored for contemporary mortgage brokers, providing a streamlined mortgage process that covers everything from application intake to product qualification and direct lender submission. This efficient mortgage solution allows Canadian mortgage professionals to secure approvals within minutes, ensuring a seamless experience for both brokers and borrowers. Upon registration with Finmo, brokers receive an easy-to-use, mobile-friendly application link that they can share with their clients instantly. Designed with the borrower’s needs in mind, Finmo simplifies each step of the process, including document collection and communication, making it user-friendly and efficient. When brokers distribute the application link to borrowers, Finmo promptly evaluates the submissions and automatically requests the necessary documents while also providing follow-up reminders as needed, eliminating any extra effort required from the brokers. The platform further enhances its functionality with an integration to Equifax, allowing for quick credit checks and automatically incorporating liabilities into the application, thus streamlining the workflow even more. This comprehensive suite of features makes Finmo an invaluable asset for mortgage professionals looking to optimize their services.

Our digital solutions are designed to improve the mortgage process at all stages. They can be used by investors, lenders, settlement service providers, investors, and borrowers. One digital platform that is seamless, efficient, compliant, and completely paperless for eClosings. Increase data integrity and document integrity Loans are closed faster with fewer errors and omissions. You can eSign or eNotarize documents anywhere. Greater control and accountability throughout the mortgage loan process. Continuous compliance can affect tolerance levels, calculation reconciliation, potential RESPA violations, and TRID issues. The digital mortgage is here - use your borrower's smart phone to keep them engaged throughout loan process.

Mortgage Director serves as the innovative loan origination platform at the heart of the Fiserv lending framework. It enhances lending processes and fortifies the connections between lenders and their borrowers. In the current competitive lending landscape, it has become crucial for lenders to utilize technology to elevate service quality, optimize operations, and meet borrower expectations. By consolidating all essential features within one cohesive lending environment, lenders can confidently navigate their future, knowing that all necessary tools are at their disposal. Mortgage Director equips users with everything they need to define the future of lending while facilitating a fully digital mortgage experience from the core of a unified mortgage lending ecosystem. This integration not only simplifies processes but also empowers lenders to remain agile and responsive to market demands.

Snapdocs is the mortgage industry’s leading digital closing platform and powers millions of closings each year. Trusted by hundreds of lending organizations nationwide–including Taylor Morrison, Fairway, and Federal Savings Bank–Snapdocs streamlines the closing process, reduces operating costs, and enhances the borrower experience.

CBC integrates with seamlessly many CRMs/DMSs or thru an XML push to every CRM/DMS available. DealerTrack and RouteOne data push and the ability to pull CBC bureaus is also available. CBC powers the largest lending platforms in the industry as well as many of the top dealer groups in the automotive space. Credit Bureau Connection has roots in the credit report, regulatory compliance, sales, desking, and F&I system development fields dating back to the early 1980's. In recent years, Credit Bureau Connection, also known as CBC, has become a recognized industry leader in credit reports, online credit applications, fraud detection and prevention, and regulatory compliance solutions. CBC is proud to be one of only a few authorized resellers to the automotive and related industries for all three credit reporting agencies: Experian, TransUnion, and Equifax. We have established, long-term, exceptional-standing relationships with each of the credit reporting agencies.

MeridianLink One is a comprehensive, cloud-based banking software solution tailored for financial institutions, especially community banks and credit unions, that streamlines the entire process of digital lending and account opening. By utilizing a shared data framework across its various modules, this platform effectively combines the functionalities of deposit account initiation, consumer and mortgage loan origination, point-of-sale lending, digital mortgage processes, credit verification services, analytics, and collections all within one cohesive system. Its advanced loan optimization engine quickly evaluates existing loans and suggests competitive rates, enhancing opportunities for cross-selling and maximizing customer wallet share. Moreover, it facilitates quick implementation through open APIs and boasts integration with over 600 fintech and core banking partners, providing a flexible, phased rollout and real-time automation that effectively eliminates data silos and manual tasks. This innovative approach not only improves efficiency but also enhances the overall customer experience by delivering seamless services.

MeridianLink Business is an innovative cloud-based lending platform tailored for banks and credit unions, designed to enhance and digitize the complete loan lifecycle, from the initial application to the final closing. By providing a fully digital and customizable experience through the Business Owner Hub, it empowers borrowers while facilitating data-driven decision-making with its advanced machine learning capabilities and a multitude of data points. Additionally, the platform offers integrated boarding and analytics tools that streamline workflows, making it user-friendly for all parties involved. Notably, it can be implemented in under 90 days without any coding, supports seamless online lending processes and quick onboarding, and boosts both competitiveness and operational efficiency through automated decision-making and active borrower engagement. Furthermore, it includes essential compliance features and integrates with third-party tools to meet regulatory requirements effectively, ensuring a comprehensive solution for modern lending needs. By improving the overall lending experience, MeridianLink Business stands out as a vital asset for financial institutions aiming to adapt to the evolving market landscape.

QuickQual, a custom-branded Mortgage Calculator, is sent by loan officers to borrowers via text message directly from their loan origination system. QuickQual can be created in just 30 seconds. Borrowers are able to run payment and closing cost scenarios, and can issue pre-qualification letters or pre-approval letters according to the parameters set by the loan officer. Your Real Estate Agent Partners will have access via their portal to log in and view all clients they have given them. A realtor can quickly generate pre-approval letters and mortgage pre-qualification letters. These letters can be property, down payment, or purchase price specific. All within the limits the loan officer has already established. Imagine how powerful this can be in a multi-offer scenario! QuickQual is loved by both agents and borrowers. QuickQual is a favorite of independent mortgage brokers, banks, credit unions, and brokers.

AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.

It's crucial to eliminate the obstacles and inaccuracies that often accompany key mortgage origination tasks such as verifying employment and income. Our AutomatIQ Verification of Employment and Income (VOE/I) solution streamlines these processes, minimizing delays and simplifying the traditionally cumbersome loan verification protocols, all while ensuring smooth compatibility with current mortgage origination software. The era of depending on borrowers to provide pay stubs or making individual calls to employers for confirmation is now over. By utilizing seamless connections to credit reporting agencies and other reputable data providers, lenders can quickly obtain trustworthy information. Furthermore, borrowers have the option to directly link their financial assets, enhancing the overall efficiency and reliability of the verification process. This innovative approach not only increases accuracy but also significantly reduces the time taken to complete mortgage transactions.

ReverseVision® (RV LOS) stands at the forefront of reverse mortgage technology, offering an all-encompassing platform that guides users from initial proposals through to post-closing procedures. This innovative software caters to the growing market of homeowners aged 55 and above, enabling them to tap into their home equity while providing financial institutions with low-risk lending opportunities. The RV LOS system streamlines the entire reverse mortgage process, featuring accurate product quotes, comprehensive documentation, and robust processing and underwriting capabilities. Its versatile interface accommodates brokers, lenders, and investors, ensuring seamless collaboration throughout the loan lifecycle. By incorporating both HECM and proprietary reverse mortgage products into your financial offerings, you can enhance liquidity for both your organization and your clients, starting today.

Accelerate your financial decision-making with comprehensive credit data API solutions that ensure compliance and efficiency. Discover the benefits of utilizing credit data-as-a-service through CRS, which provides access to credit reports from Equifax, Experian, and TransUnion, as well as public records and alternative data all consolidated in one platform. Begin your journey to seamless lending, thorough screening, and effective credit monitoring right here. With CRS, you can expertly navigate a plethora of data products to find scalable, cost-effective, and compliant data solutions that are perfectly suited to your needs. You can start accessing credit data in under two weeks by integrating our all-in-one credit data API, which can be set up in just a matter of days. Enjoy the simplicity of having one contract, a single vetting process, and fully managed compliance, making the handling of credit data straightforward. The quickest way to embed credit and regulated data into your systems is through an API customized to your specific programming language and framework. Our independent API is designed to be secure, redundant, and scalable, delivering responses that are both concise and comprehensive. Experience time-saving efficiency with the new industry standard for credit APIs, exclusively available through CRS, which can transform your data integration processes. Additionally, the user-friendly interface ensures that even those new to credit data can navigate it with ease.

LASER Credit Access offers a smooth connection between your Salesforce organization and top-tier credit data providers such as Experian, Equifax, and TransUnion, along with nearly 40 other Credit Reporting Agencies (CRAs) like MeridianLink, CBCInnovis, and Factual Data. After you download the LASER Credit Access application from the AppExchange and experience its potential to enhance your workflow, it will be necessary to establish a complete account, allowing you to generate live credit reports straight from Salesforce to your credit bureau account. Keep in mind that the process of setting up an account usually takes around 24 hours following the submission of your account setup form. To initiate this account setup, we will require specific details pertaining to your chosen credit bureau account, as each bureau has unique requirements. It’s crucial to fill out the account setup form with precision because any inaccuracies will prevent the process from functioning correctly, emphasizing the importance of attention to detail during this stage. Ensuring that all the provided information is 100% accurate is the key to a successful setup and a streamlined experience.

Stavvy is an innovative digital platform designed to encompass all the essential features, functionalities, and integrations that professionals in real estate require for conducting digital transactions. This platform enables its users to collaborate effectively, securely, and digitally with partners involved in lending, settlement, notary services, and loan servicing. By consolidating all necessary tools into a single secure environment, Stavvy enhances productivity, provides flexible options, and breaks down communication barriers that often hinder professional interactions. The inception of Stavvy was driven by a vision that prioritizes human-centered technology, leading a dedicated team of engineers and industry experts to develop its core product: a digital mortgage platform tailored specifically for mortgage professionals. In the current landscape, Stavvy is not only challenging traditional practices but is also aiding mortgage-based companies in their growth, all while offering user-friendly mortgage technology that can be scaled effectively across the sector. As Stavvy continues to evolve, it remains committed to transforming the mortgage experience for both professionals and their clients.

As trailblazers in lending AI, TRUE generates precise data that enhances automation and streamlines every phase of the lending journey, enabling financial institutions to swiftly process loans, significantly reduce expenses and risks, and greatly enhance the customer experience. The demand for mortgages and refinancing remains robust; however, traditional technologies and protracted manual procedures can lead to closings extending from 30 to 120 days, imposing an average cost of $9,000 per settlement on consumers. Each phase of the mortgage process demands considerable knowledge work, yet the presence of non-standardized methods complicates the sharing of resulting outputs. Moreover, compliance with security and regulatory requirements makes it challenging to outsource tasks effectively. In order to meet consumer demands for quicker turnaround times, mortgage originators, insurers, servicers, and solution providers are required to minimize process friction, accelerate their workflows, and adapt their workforce as needed to respond to fluctuating workloads. By doing so, they can not only satisfy client expectations but also create a more efficient and responsive lending environment.

Optimize the process of quoting and ordering essential settlement services required for loan origination and servicing by eliminating friction, cost, and risk. This mortgage lender solution merges loan file details, transfer tax, recording information, service fees, and the lender's business rules into one cohesive platform. With just one click, loan originators can obtain actual rates and fees within a minute, thanks to advanced logic that provides precise figures instead of mere estimates. A unified web portal enables all participants in a residential mortgage transaction to request and receive real estate services from various interconnected vendors. By entering integrated data only once, users can swiftly order six products in under sixty seconds, greatly simplifying the acquisition of vital settlement services for both originating and servicing loans, while enhancing overall efficiency in the process.

DealerCenter is the most innovative and trusted Dealer Management System (DMS), available for independent dealers. DealerCenter provides comprehensive inventory management, BHPH portfolio and management, CRM, QuickBooks Accounting integration. NADA, KBB. Manheim MMR. AutoCheck, Carfax. Experian Credit Reports. Equifax credit reports. TransUnion credit reports. Register at DealerCenter.com to create a DealerCenter account.

Whether your operation involves closing 50 loans each month or a staggering 5,000, our Loan Origination System (LOS) and its integrated mobile application empower Loan Officers to boost productivity while minimizing expenses. With OpenClose, you can make smarter decisions and expedite your closing processes! The OpenClose LOS, known as LenderAssist™, effectively tackles the obstacles that banks, credit unions, and mortgage lenders face with other existing loan origination solutions on the market. As a result, a growing number of financial institutions are opting for OpenClose now more than ever. Acknowledging the challenging landscape of profit constraints and rigorous regulations in which you operate, OpenClose provides a mortgage LOS that enables you to navigate these hurdles and achieve remarkable returns on investment. This understanding drove us to develop our software as a fully browser-based, comprehensive, omnichannel solution that: additionally streamlines workflows and enhances user experience, ensuring that you can focus on what matters most—serving your clients effectively.

Understand your customers' current positions in their journey and identify their next steps to secure lifelong borrowers. Sales Boomerang delivers vital borrower insights to numerous top-tier lenders across the industry spectrum. Our software as a service platform streamlines the process of generating qualified leads within your existing CRM while also monetizing the valuable data housed therein. This innovative tool transforms your mortgage lending operation into a hub of customer success by ensuring your team is strategically positioned to engage at optimal moments. By leveraging extensive data and advanced machine learning, Sales Boomerang sends loan officers timely automated notifications regarding significant events like mortgage inquiries, credit score changes, increased equity, and other critical life milestones. Furthermore, this solution integrates customer analytics with engagement automation and borrower intelligence, guaranteeing that your teams connect with customers at precisely the right moments throughout their journey. In doing so, it fosters deeper relationships and enhances overall customer satisfaction.

We develop cutting-edge software, data solutions, and analytics that connect lenders, brokers, and aggregators, allowing them to function in a compliant and effective manner while providing borrowers with greater certainty early in their mortgage journey. Our mortgage broker software delivers seamless solutions tailored for mortgage intermediaries, lenders, and business partners across the entire mortgage lifecycle. Additionally, our online product sourcing platform for mortgage brokers enhances operational efficiency and improves the mortgage experience for customers. Sourcing Brain is designed to be fast, user-friendly, and intuitive, offering a 30-day free trial for users to experience its benefits firsthand. Furthermore, Criteria Brain is an essential tool for tackling the increasing complexity of cases that consume valuable time and resources. By filling out just one form, users can access affordability calculators for various mortgage lenders and receive results in under a minute. Furthermore, you can digitally complete, submit, and manage applications with multiple lenders all from a single login, streamlining the entire process.

Utilizing Tenant Credit Report data serves as a valuable initial step in evaluating tenant applications. Access to comprehensive credit reports is readily available online via TenantReports.com, which connects you to all three primary credit bureaus: TransUnion, Experian, and Equifax. Our user-friendly online portal simplifies the tenant screening process, delivering prompt results, while allowing you to email applications for completion and gather electronic signatures conveniently. By integrating our services into your website, you can ensure that applicants remain on your page throughout the process. Simply send us your applicants' details, and you will receive your reports in under an hour. Our commitment lies in providing tenant screening solutions that deliver the most precise reports coupled with the quickest turnaround times, all backed by exceptional customer support and competitive pricing. In addition to credit reports, we offer a comprehensive range of services tailored to your needs, which include criminal background checks, eviction histories, as well as SSN and tax return verifications, ensuring a thorough assessment of potential tenants. This wide array of reporting options empowers landlords and property managers to make well-informed decisions while maintaining a smooth application process.

StellarFi is a financial technology platform dedicated to assisting individuals in enhancing or establishing their credit by transforming routine bill payments into chances for credit improvement. At the heart of StellarFi lies a customizable payment card along with a robust system for bill payment and credit reporting; users connect their existing bank accounts, specify which recurring bills—such as rent, utilities, and subscriptions—they wish to manage, and StellarFi handles those payments promptly on their behalf, subsequently withdrawing the same amount from the user’s account. Each transaction is reported on a monthly basis to leading credit bureaus like Experian, Equifax, and TransUnion as a payment on a credit account, thereby changing standard bills into a positive payment history that can gradually elevate credit scores. The StellarFi card functions similarly to a line of credit: by consistently using the card for bill payments and having these transactions recorded, users can cultivate a reliable payment history, improve their credit utilization ratio, diversify their credit portfolio, and create a formal credit account. As a result, StellarFi not only aids in credit score enhancement but also empowers users to take charge of their financial futures through proactive management of their regular expenses.

MSP, the premier loan servicing software from ICE, has established itself as the benchmark within the industry, largely due to its unwavering emphasis on regulatory adherence, safeguarding borrower data, a long history of reliable performance, and a dedication to ongoing innovation. This versatile platform accommodates a range of service sizes, effectively addressing the urgent business challenges faced by today’s financial entities. Utilized by a variety of financial institutions—ranging from banks and mortgage companies to credit unions and housing agencies—MSP handles both first mortgages and home equity products seamlessly. Additionally, it delivers exceptional cash management, balancing capabilities, investor reporting, customer service, and escrow services. MSP is further strengthened by a knowledgeable team of industry professionals committed to offering top-tier support and expertise, which ultimately enhances return on investment for users. In a rapidly evolving market, MSP remains a crucial asset for organizations striving to maintain competitive advantage and operational excellence.

We connect you with lenders, enabling you to effortlessly explore and evaluate personal loan offers within just a few minutes. As the leading online loan marketplace in the United States, LendingTree empowers users to compare a comprehensive range of loan and credit products. By creating a digital platform, LendingTree links consumers to various lenders who are eager to compete for their business, showcasing a wide selection of loan options, such as mortgages, home equity loans, auto loans, and personal loans. Since its launch, LendingTree has successfully processed over 65 million loan requests. Additionally, through LendingTree's services, consumers benefit from complimentary monthly credit scores and gain access to a vast network of more than 500 lenders that provide a variety of financial products, including personal loans, home loans, credit cards, student loans, business loans, and auto loans. Rather than submitting your information to multiple lenders, you can conveniently complete a single, secure form in under five minutes, streamlining the process and saving you valuable time. This approach not only simplifies your search but also enhances your ability to find the best financial solution tailored to your needs.

Increase your business success by matching borrowers with the ideal mortgage product at the most competitive pricing for any financing situation. Our comprehensive product and pricing solution maximizes functionality, streamlines workflow efficiencies, and empowers lenders to remain competitive while executing lucrative lending strategies with confidence. Ensure you can consistently quote the most advantageous mortgage pricing with precision every time. With Optimal Blue's advanced BESTX™ pricing features, lenders can fine-tune their BESTX™ to meet their distinct business requirements. Stand out and elevate your mortgage operations to new heights. Utilize Optimal Blue to access a vast array of investors providing thousands of mortgage offerings. Enhance efficiency and conserve precious time by automating critical workflows within your lock desk, with numerous automation options that can be customized to fit your operational needs. Additionally, surpass consumer expectations by delivering the lowest mortgage insurance premiums available from all six MI providers, ensuring optimal value for your clients while strengthening your market position. By integrating these strategies, you will not only improve client satisfaction but also drive greater profitability for your lending business.

SharperLending LLC stands out as the premier provider of financial services technology specifically tailored for the mortgage sector. The company delivers five robust, web-based platforms designed for lenders and strategic partners, enhancing efficiency, reducing risk, and ensuring affordability: Appraisal Firewall, EPN settlement services platform, TVP income verification systems, XpertOnline credit reporting technology, and ReadyQual for consumer pre-qualification and lead generation. In a landscape dominated by outdated software systems, particularly in the AMC technology sector, our state-of-the-art solutions are here to transform the way you handle client appraisals. By adopting our innovative AMC software, you can enhance your client interactions significantly and positively impact your revenue. Appraisal Firewall® provides AMCs with contemporary technology solutions that are continually updated each month, ensuring a seamless connection with your clients. With our platform, you can deliver exceptional customer service, expedite review processes, and facilitate instant online collaboration, ultimately positioning your business for greater success. Embrace the future of appraisal management with SharperLending’s cutting-edge offerings and experience the difference today.

TenantAlert offers a complete tenant screening package that comes with a credit report and score. There are absolutely no setup costs, ongoing monthly fees, or minimum order requirements, allowing you the flexibility to choose who makes the payment. You can either pay upfront or request that your potential tenant covers the cost. Simply provide us with the prospective tenant's name, email, and the property address, and we will handle everything else for you! Once the tenant authorizes the report, you'll gain immediate access to the screening results. Our credit reports are sourced from leading agencies like TransUnion, Experian, or Equifax, and we provide nationwide coverage by drawing on millions of criminal and eviction records. To add even more value, we offer LeaseGuarantee coverage that protects you against lost rent, damages, and legal expenses, up to $10,000. Each report also features live customer support and includes a free online rental application. Additionally, if you require them, we can provide international business reports, business credit reports, employment verification, and landlord verification upon request. Get peace of mind with protection against legal fees, damages, and lost rent! Not only do you get a robust screening process, but you also benefit from exceptional support and a variety of services tailored to your needs.

Volly streamlines the lending process and enhances marketing automation for banks and mortgage firms, including many of the top 20 lenders in the country. The platform not only offers state-of-the-art lending technology but also provides access to a team of expert marketers and branding professionals with deep knowledge of the mortgage sector. It seamlessly integrates with current lead management systems and CRM tools. The use of SPF, DKIM, DMARC, CAN-SPAM compliance, and reputation management ensures optimal email deliverability. A/B Testing facilitates the comparison of emails, web pages, or apps to gauge the most effective engagement strategies. Additionally, real-time notifications are sent to loan officers based on how recipients interact with emails. The platform also features dynamic content for emails and landing pages, ensuring that messaging is impactful and accessible across various channels. Furthermore, Volly offers tailored landing pages and email content that align with brand identity, enhancing customer connection and engagement.

One Mortgage System (OMS) is a comprehensive cloud-based CRM and mortgage processing solution crafted by intermediaries for the UK mortgage and protection sector, aimed at streamlining, automating, and centralizing the entire client experience from the first inquiry to the submission and tracking of applications, thereby eliminating the redundancy of re-entering data across various platforms and saving intermediaries countless hours for each case. This platform offers a unified, customizable interface that securely handles client and application information in the cloud, featuring encrypted document uploads, automated workflows, and integrated sourcing capabilities, allowing brokers to quickly produce ESIS documentation, perform credit checks, access current lender criteria, and evaluate protection products without the hassle of switching between different tools. Additionally, OMS boasts robust integrations with a vast array of third-party providers such as sourcing, valuation, criteria, and credit bureaus, enabling brokers and lenders to receive timely updates, decision-in-principle notifications, and seamless communication. By enhancing collaboration among all parties involved, OMS not only improves efficiency but also fosters a better client experience throughout the mortgage process. With its innovative features, the platform stands as a vital resource for brokers seeking to optimize their operations in a competitive market.

Captaloans Mortgage and Loan Modification CRM is a powerful yet simple tool that combines loan modification, mortgage modification, and debt settlement tracking. Remote collaboration with processors, attorneys and affiliates is possible. To grant your client access to our Customer Portal, you can allow them to fill out their loan modification intake form. Once the form is completed, it will be added to the system as a new record. You can save time by having the client complete their intake forms. It is easy to use. No software downloads. There are no start-up fees. No credit card required. Free trial for 15 days.

Lender is an innovative mortgage platform aimed at enhancing and simplifying the loan origination journey for brokers, lenders, and borrowers alike. Equipped with advanced automation, real-time pricing capabilities, and AI-driven functionalities, Lender serves as a comprehensive solution that harmonizes Loan Origination Systems (LOS), Point of Sale (POS), and Customer Relationship Management (CRM) tools into a unified experience. By automating various tasks and removing the need for manual data entry, Lender boosts operational efficiency, minimizes errors, and speeds up the loan processing timeline. It offers brokers immediate access to competitive loan pricing through its integration with Loan Sifter, which guarantees that borrowers can secure the most advantageous rates without delay. Prioritizing compliance, user satisfaction, and growth potential, Lender empowers mortgage professionals to effortlessly handle large volumes of work, provide outstanding service, and expand their business operations effectively. This cutting-edge platform not only transforms workflows but also sets a new standard in the mortgage industry.

Maxwell is the one partner who can provide everything that a local lender requires to run a profitable business in the mortgage industry, from the point of sale to fulfillment to the secondary market. Our team is made up of mortgage veterans and technologists, who are dedicated to building the next-generation of mortgage solutions that will help local lenders improve their team's efficiency while providing an optimized borrower experience.

No need for servers or IT personnel; just an internet connection is sufficient. Our cloud-based debt collection agency software, powered by Parallels, streamlines your operations while significantly lowering IT expenses and resource requirements. You can conveniently accept payments online through our user-friendly payment portal, or integrate payment options directly on your website using our API. A dialer is crucial for the success of any collection agency, and Quantum seamlessly integrates with TCN®, a leading provider in dialer technology. Furthermore, our debt collection software suite includes a comprehensive interface for creating and importing dialer campaigns compatible with various dialer service providers. Reporting credit for your accounts is straightforward with Quantum's integrated credit reporting interface, which supports the industry-standard METRO2 format and works with major credit bureaus such as Experian®, TransUnion®, and Equifax®. This combination of features not only enhances efficiency but also ensures compliance with industry standards.

SimpleNexus serves as a comprehensive homeownership platform that brings together individuals, systems, and various phases of the mortgage process into a unified, efficient solution. By enhancing your mortgage production model and optimizing existing workflows with top-notch integrations, SimpleNexus boosts operational efficiency across the board. With a single login, the platform simplifies every aspect of the mortgage transaction, offering a cohesive experience within one interface. Acknowledged as the premier digital mortgage platform, it caters to loan officers, borrowers, and real estate agents alike. This user-friendly app facilitates seamless connections between loan officers, borrowers, and real estate professionals from any location, making communication and data sharing straightforward throughout the entire loan life cycle. Moreover, loan officers can efficiently oversee their loan pipelines, request credit reports, perform pricing assessments, and issue pre-approvals, all while on the move, ensuring that they remain productive and responsive in a fast-paced environment. As such, SimpleNexus not only enhances collaboration but also empowers stakeholders with tools that adapt to their dynamic needs.

Tavant’s Touchless Lending® LO.ai combines generative AI and advanced automation to optimize mortgage lending by empowering loan officers and borrowers alike. The platform automates routine workflows, reducing expenses and pipeline losses, while providing loan officers with AI-driven coaching to improve communication and conversion rates. LO.ai captures live conversation transcripts and personalizes borrower engagement using dynamic data summaries and interactive financial tools such as calculators and knowledge artifacts. Borrowers enjoy a seamless, secure mobile experience, including OTP verification and easy access to educational content that demystifies lending processes. The system supports touchless interactions that simplify document submission and data capture, enhancing speed and convenience. Designed to integrate with existing lending operations, LO.ai delivers a streamlined journey from application to loan closure. The platform’s focus on compliance ensures responsible AI usage in highly regulated financial environments. By improving both sides of the loan process, Tavant’s solution drives higher conversion and satisfaction rates.

LenderClose’s innovative platform and award-winning technology consolidate all necessary information for lenders into a single, comprehensive hub. By enabling credit unions and community banks to enhance their lending and underwriting processes, LenderClose promotes speed, efficiency, and an improved borrowing experience. Developed by industry professionals, LenderClose integrates decades of expertise in lending and technology. The company is at the forefront of tech-driven solutions that redefine the lending process. Committed to service excellence, LenderClose ensures that each client receives a top-notch experience. Their solutions not only boost internal productivity but also aim to deliver outstanding lending experiences. Whether managing one loan a month or thousands, meticulous attention is crucial post-funding. For instance, verifying that property taxes are current can save credit unions or community banks significant amounts of money. Ultimately, LenderClose is reshaping the landscape of lending with a focus on quality and efficiency.

Telemetry BI, a cloud-based, turnkey platform for mortgage business intelligence and analysis, is called Telemetry BI. It is the first mortgage lending solution to integrate financial and operational data from your loan origination software and accounting system. This unique approach gives mortgage lenders a complete view into their business via interactive dashboards and standard-of-practice mortgage KPIs. It also provides branch-level P&L reports and more. Automated production, branch and financial reporting can be leveraged to existing mortgage accounting software and loan origination software. Telemetry BI provides easy access and reporting for all types of mortgage lending institutions. Reports include best-practice metrics such as P&Ls and cost-per-loan. Balance sheets, forecasts, and many other information.

Wipro Gallagher Solutions offers a cutting-edge digital origination platform designed to enhance the capabilities of modern lenders. Developed by experts in lending and technology with over 35 years of expertise, their NetOxygen loan origination system stands out as an award-winning solution in the digital mortgage landscape, featuring automation, intelligent configurations, and easy access to the latest digital tools. This enables lenders to prepare for the future of lending, delivering a comprehensive digital mortgage experience that accelerates loan processing and boosts customer satisfaction while generating profitable outcomes. With NetOxygen, financial institutions can optimize their entire lending process, ensuring a fully digital mortgage journey. In addition to its foundational features, NetOxygen facilitates expansion across various channels, enhances user engagement via digital extensions, and empowers lenders to pursue innovative strategies through customized workflows, ultimately transforming the lending experience for both institutions and borrowers. Moreover, the flexibility of the platform ensures that it can adapt to the evolving needs of the marketplace.

Imagine a technology ally that offers a sophisticated platform tailored to meet all your diverse lending requirements. This solution is remarkably adaptable, facilitating mortgage, consumer, and commercial lending within a singular, streamlined, and cost-effective system. PowerLender transcends conventional Loan Origination System (LOS) technology by fostering growth while significantly reducing expenses. Picture your team flourishing through the efficiency of a unified lending platform that enhances cross-selling potential. Visualize seamless integration with over 70 service providers covering areas such as point-of-sale, electronic signatures, credit assessments, mortgage insurance, flood insurance, government-sponsored enterprises, servicing, appraisals, document delivery, compliance, and more. Envision a solution so versatile that it can adjust to your specific lending workflows today and continue to do so as your needs evolve in the future. Consider PowerLender as your key to staying competitive in an ever-changing market, where financial institutions must streamline their operations and eliminate reliance on multiple systems for consumer, commercial, and mortgage lending. This innovative approach not only simplifies processes but also enhances customer satisfaction and operational efficiency.

FirstClose harnesses cutting-edge technology, invaluable property data intelligence, and top-tier partnerships to empower lenders to effectively compete for and finalize consumer loans in a way that stands apart from any other offering in the market. With FirstClose ONE, users gain access to a comprehensive suite of services, including application management, credit scoring, flood risk assessment, valuation solutions, instant title processing, income verification, automated decision-making, closing, and recording, alongside automated settlement services that facilitate quicker closings while reducing costs. The system provides customized reports that integrate valuation, credit, title services, and more, all compiled instantly based on pricing and turnaround times relevant to your lending area. This adaptable solution mirrors your specific product ordering framework, ensuring a seamless experience. Additionally, our automated underwriting process enhances the efficiency of loan applications, paving the way for a more streamlined approach to lending. Embracing the future of successful lending entails the instantaneous utilization of property and borrower data intelligence, as well as the innovative application of technology to develop comprehensive solutions that seamlessly integrate data. In this evolving landscape, lenders who embrace these advancements will have a significant competitive edge.

MeridianLink DecisionLender (formerly TCI DecisionLender) is a flexible and intuitive loan origination system that was designed with the automotive, powersport, solar energy and merchant financing industries in mind. DecisionLender integrates seamlessly with all major dealer portals, provides real time reporting, and automates lending.