Alternatives to WebMax START

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

BNTouch Mortgage CRM offers a complete digital mortgage system, CRM, marketing, POS, and CRM that provides a platform for mortgage companies and loan officers to grow their business. These Features: - SMS and Email Marketing Automation - Lead Distribution and Management - 35+ Exclusive Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Materials - Customized video marketing - Curated Social media Content - Integrated with LOS Outlook, Zapier, Zapier, and Other - And Much More Call Us Today! Call Us Today!

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.

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.

Loan & Mortgage™ serves as a versatile calculator for amortization schedules, capable of accommodating nearly any type of loan. Notably, it allows users to identify ways to save or recoup funds instantly! Users can input various interest rates within the same schedule, and observe real-time adjustments based on changes to dates, payment amounts, interest rates, and much more. This application stands out as one of the most practical and user-friendly tools available in its category. Both borrowers and lenders find this program invaluable, as it proves to be a worthwhile investment time and again! Loan & Mortgage is adept at calculating amortization schedules for mortgages in both the U.S. and Canada, as well as personal loans, auto loans, and a range of other financial products. Additionally, investors benefit from the ability to track how their investments grow and accrue interest over time, making this tool essential for anyone involved in financing or investment.

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

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.

Hypofriend GmbH operates as an independent mortgage broker that holds a certification under §34i GewO and is overseen by BaFin. Collaborating with a network of more than 750 partner banks, Hypofriend aims to secure the best mortgage solutions for its clients. Located in Berlin, Germany, our headquarters serve as the hub for our operations. Our sophisticated recommendation engine evaluates a multitude of lenders and loan options to determine the optimal mortgage for each customer. Additionally, our experienced mortgage advisors utilize a unique video consultation platform to assist you in navigating through various options, ensuring you comprehend, locate, and apply for the mortgage that best suits your needs. By harnessing technology, we are committed to recommending the most suitable mortgage tailored to your circumstances. Our services come at no cost to you, as we receive a standard commission from the lender for successfully processing a mortgage application. This commission is solely the responsibility of the lender, keeping your financial interests protected. As a privately owned and independent entity, we are dedicated to achieving the best outcomes for our clients while upholding our core values of transparency and integrity. We believe that customer satisfaction is paramount, and we continuously seek to refine our services to better serve your needs.

We are a mortgage point-of-sale system for the future. We assist Loan Officers with the most time-consuming tasks they face. Pre-Approve me can reduce the time it takes to complete a file, eliminate weekends and evening calls for payment scenarios and Pre-Approval Letter request, and help loan officers attract new partners like no other in the market. These are the core features: Industry leading smart 1003, - Automated, AI-powered document request and management system - Loan Status updates, notifications - Automated Pre-Approval Letters - Mobile app with custom branding - Co-Branded Realtor portals and apps, as well as notifications

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.

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.

LoanCommander.com offers a comprehensive suite of web-based tools specifically tailored for the mortgage and loan processing sectors. Developed by industry experts, these tools enable users to monitor their loans in real time. Users can effortlessly dispatch pre-set status emails whenever there is an update regarding their loan. The platform also facilitates secure login access for all parties involved, including realtors, processors, and brokers, ensuring seamless communication. This means your clients will always stay informed. Additionally, any changes to the pipeline report can be automatically relayed to users, and the system allows for integration of loan requirements and alerts directly into their calendars for enhanced organization. With these features, LoanCommander.com truly streamlines the loan management process for everyone involved.

A digital mortgage platform that seamlessly integrates an exceptional borrower journey with an automated lender process, significantly lowering overall loan expenses, enhancing transparency, and expediting the loan closing timeline. It empowers mortgage experts with data-driven technology, enabling them to finalize more loans while simultaneously decreasing origination costs. By elevating traditional back-office functions to the forefront, it minimizes risks and overall expenses. The platform encompasses all loan varieties, allowing users to quote rates, compare different loan products, disclose information, eSign documents, manage conditions, and much more, all in a fully digital environment alongside the customer. With a mobile-first design, consumers can swiftly submit applications, securely connect their data, provide necessary documentation, eSign disclosures, order appraisals, collaborate seamlessly, and receive real-time updates on their loan status, enhancing the entire mortgage experience. This comprehensive approach not only streamlines the process but also fosters a more informed and engaged consumer base throughout their mortgage journey.

Overseeing rate locks, compensation, margins, and overlays has reached a new level of simplicity. LoanTek introduces the ‘Lock Desk Manager,’ an innovative and user-friendly system designed for effective lock management. This feature offers unmatched efficiency in handling pricing rules and mortgage rate locks across all lenders effortlessly. With LoanTek's cutting-edge pricing engine, users can easily oversee overlays and compensation while generating superior execution rate sheets and more. The Lock Desk Manager enhances the management of mortgage rate locks by consolidating current and upcoming locks from all lenders into one streamlined interface. This singular view not only boosts efficiency but also guarantees the application of optimal execution pricing. Additionally, our mortgage pricing engine facilitates access to historical pricing data for each lender, making it simple to retrieve best execution pricing results at any time. By centralizing these tasks, users can save valuable time and focus on other critical aspects of their business.

The ACES audit packages designed for mortgage origination, servicing, and consumer lending effortlessly integrate ready-to-use reports with managed inquiries, showcasing ACES' exceptional functionality and adaptability. Throughout the loan lifecycle, from pre-funding to post-closing and servicing, mortgage lenders encounter numerous opportunities to assess the quality of their assets. With ACES Quality Management and Control, lenders gain access to a comprehensive platform that enables them to identify and rectify loan defects, meet compliance standards, and mitigate legal risks across their entire origination and servicing processes. Although larger risks can yield significant rewards, commercial lenders are acutely aware of how swiftly those gains can vanish due to loan defects or compliance issues. To safeguard these benefits, ACES Quality Management and Control equips commercial lenders with robust auditing and fraud detection tools, ensuring that quality and compliance are maintained throughout their loan portfolios. This holistic approach not only enhances operational efficiency but also cultivates greater trust among borrowers and investors alike.

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.

ProductionQC serves as a comprehensive and adaptable solution for loan quality control and compliance auditing, functioning as the primary enterprise system for managing reviews across various loan types such as mortgages, auto, boat, RV, commercial, and mortgage insurance. Its customizable nature allows organizations to optimize and automate numerous related activities, including management of repurchase reviews, tracking of loan modifications, and processing of mortgage insurance originations, among other tasks. The system offers unlimited potential for establishing independent reviews, ensuring that every aspect of the loan origination process can be thoroughly examined. With such flexibility and scalability, users can tailor the system to meet their specific needs and operational demands effectively.

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

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.

Consulting Plus' mortgage servicing software, Mortgage+Care, is designed for small, medium, and large commercial lenders as well as nonprofits, banks, and other economic development organizations. Mortgage+Care is available as a cloud-based and on-premise solution. It automates the entire lending process and allows users manage different types of loans such as term loans, lines of credit, interest-only, amortized loans, fixed or step-rate loans. The key features include loan servicing, loan origination trust accounting, investor support and collections, fund management, reporting, and fund management.

MORSERVw is a versatile Mortgage Loan Servicing System that operates on both Windows and Web platforms, catering to the management of commercial and residential loans. This innovative product represents the evolution of the reliable MORSERV brand, which has been a trusted solution for mortgage bankers since 1983. Among its key functionalities are the preparation of Amortization Schedules, comprehensive Investor Reporting, management of Tax and Insurance Due Reports, processing of Cash Receipts, Escrow Disbursements, and conducting Escrow Analysis, along with generating 1098 forms and History Statements. These features are essential for both interim and long-term mortgage loan servicing organizations to efficiently manage their operations. The software was meticulously designed to ensure that users experience a straightforward, accurate, and efficient system for their everyday record-keeping and handling of individual or multiple investors’ loan portfolios. In contrast to many other servicing software options on the market, MORSERVw was specifically crafted to seamlessly function within the Windows or Web environment from its inception, enhancing user experience and operational effectiveness. As a result, users can expect a robust tool that evolves with their needs in a dynamic industry.

PreApp 1003 is simplifying processes further with its innovative Broker Plus System, which stands as the most all-encompassing, cloud-enabled, and mobile-accessible mortgage platform available today. This platform is built on a collaboration with various contract processing companies that have teamed up with Broker Plus to deliver efficient contract processing solutions. For Contract Processors interested in becoming part of this expansive network, we invite you to click the link below and join us!

Lendesk provides mortgage professionals with an end-to-end digital mortgage solution. It is the best in the industry. Lender Spotlight provides the most comprehensive and accurate database of rates, policies and information for the efficient mortgage broker. Finmo, a digital platform for mortgage brokers, makes Lender Spotlight most efficient. Finmo users can access Platinum Lender Spotlight. Lender Spotlight and Finmo are integrated to create a more efficient digital mortgage experience. The Lender Spotlight integration allows you to be recommended specific lenders when you are working on your deal in Finmo. You can also view specific lender policies before submitting.

Introducing the latest iteration of LoanShark, our acclaimed software for managing mortgages and loans, which has been enhanced with unprecedented capabilities, features, and customization options. After extensive development and rigorous testing, this version reflects numerous enhancements based on user feedback and recommendations. LoanShark 7.5 now includes the ability to manage quarterly payment schedules for your mortgage loans and notes, a feature that has been frequently requested and is now fully integrated into the software. For those managing receivables, whether they be mortgage notes tied to real estate or loans for personal assets such as vehicles or mobile homes, our LoanShark software provides essential tools for the effective management, recording, and documentation of your loan repayments. With continuous improvements, LoanShark remains the go-to solution for all your loan servicing needs.

ATLOS is a comprehensive Loan Application Software designed to enable lenders to efficiently gather and manage loan information, complete and electronically sign forms, handle documents, and more. By utilizing ATLOS, lenders can fully eradicate the use of paper, leading to enhanced operational efficiency, diminished costs, and lowered risks. With ATLOS, lenders can store their clients' loan documentation securely in a centralized online system, effectively minimizing paper waste. This software not only boosts the productivity of mortgage companies and banks as they handle loan applications, but also mitigates potential risks associated with the process. ATLOS stands out as an affordable and user-friendly lending solution, allowing for seamless customization of web forms to capture any type of loan data in a personal ATLOS database. Furthermore, the data integrated within ATLOS can be leveraged to populate PDF forms, implement decision-making rules, and serve various other functions, making it an invaluable asset for lenders looking to streamline their operations. Overall, ATLOS transforms the loan application process, making it more efficient and less cumbersome for financial institutions.

McDash serves as the premier repository of servicer-contributed, loan-level data for ICE Mortgage Technology, boasting the most comprehensive dataset available in the market. This exceptional resource offers an in-depth perspective on mortgage performance throughout the United States, effectively aiding in research, modeling, risk management, compliance, and benchmarking objectives. With its advanced data-processing capabilities, McDash is able to provide high-quality, up-to-date data around 45 days earlier than competing market sources. Users have the flexibility to choose from additional datasets that include credit information, property details, liquidation data, mortgage scores, and insights into loss mitigation. Various access and delivery methods are available, such as integration with existing systems like the MSP loan servicing system, an online access tool, customized record layouts, and a cloud-based data and analytics marketplace. Covering a vast array of credit profiles, McDash encompasses agency, non-agency, and portfolio products, representing a significant portion of the mortgage market and solidifying its role as an essential tool for industry stakeholders. Furthermore, the ability to tailor datasets enhances the user experience, allowing for more precise analyses and informed decision-making.

Inflooens was established in 2017 by a group of experienced professionals. Our The opportunity to innovate and improve mortgage origination was seen by the founder Process based on his personal experience working with a loan officer. Customer. Incomplete transparency, lengthy and tedious process Further, a broken customer experience has made it clear that there is a need to find a solution. Satisfied the expectations and aspirations of stakeholders We have been working on a new generation for the past three year. Cloud-based, integrated mortgage platform that aims to transform the The entire customer experience in the market for mortgages; and this is just the beginning Beginning The first step towards becoming a Mortgage CRM is to be among the world's most intelligent inflooens Greater goal to deliver end-2-end solutions that span across the front office The mortgage industry has both middle and back office functions.

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.

Note Dashboard is a cloud-based solution designed for managing mortgage notes and loans, catering to lenders and financial institutions of various scales. It offers a user-friendly mortgage loan servicing interface that is both straightforward and consistent. With a robust array of features available at a competitive fixed monthly rate, our software adapts to your business's evolving needs. The loan servicing capabilities are designed to automate and enhance the efficiency of your operations, allowing for quicker completion of daily tasks such as contacting borrowers directly and creating personalized correspondence. Note Dashboard empowers you with extensive tools to manage both performing and non-performing loans with ease. Should you have any inquiries, our dedicated service specialists are readily available to assist you. You can service an unlimited number of pools and companies for one low monthly fee, with no additional costs per user. Furthermore, the platform allows for easy acceptance of partner investments and the generation of professional reports on demand, ensuring your business remains agile and responsive. This comprehensive approach makes Note Dashboard an invaluable asset for any financial institution looking to improve its loan management processes.

Mortgage Servicer® is an intuitive software platform designed to streamline residential servicing tasks, such as payment handling, investor reporting, escrow management, custodial accounting, imaging, and report generation, among others. The ability to adapt is essential for loan servicers managing intricate financial transactions, which is why FICS® has developed an extensive array of tools that simplify the posting of various payments and fees. Mortgage Servicer® ensures that payment processing is not only swift but also straightforward and precise. Users of Mortgage Servicer® benefit from unparalleled automation in escrow administration, setting it apart from other servicing systems. The software adeptly manages previously challenging scenarios, such as unusual due dates and varying payment frequencies, with ease. Furthermore, Mortgage Servicer® offers the most advanced and adaptable tools for investor accounting, allowing you to create hundreds of reporting groups tailored to specific security holders or participants, enhancing your operational efficiency significantly. This comprehensive suite of features positions Mortgage Servicer® as a leader in the mortgage servicing industry.

We provide a comprehensive, web-based solution that ensures reliability and security throughout the entire process of creating, submitting, and managing mortgage applications. Expert POS facilitates secure connections between a greater number of lenders and mortgage brokers than any competing solution, serving as the gateway to a completely digital mortgage experience. This free-to-use platform is accessible at any time and from any device, empowering users to accomplish tasks more efficiently. Filogix Expert Pro incorporates integrated e-signature functionality, document storage, email marketing tools, bank statement retrieval, and additional features to streamline your workflow. This innovative approach represents the future of deal management systems within the industry, allowing you to enhance productivity significantly. Additionally, Filogix's secure document management system ensures that both lenders and mortgage brokers can share, store, and manage all documents related to the mortgage application process in a safe manner. By embracing these cutting-edge tools, users can significantly elevate their operational efficiency and improve client satisfaction.

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.

The creators of PerfectLO recognized the need for a more effective method to kickstart the mortgage application process. Leveraging their deep expertise in the industry, they developed a comprehensive, interactive questionnaire that efficiently and intelligently poses essential questions. This innovation eliminates the issue of inaccurate loan applications stemming from assumptions or insufficient information gathering. It also eradicates the need for unnecessary credit inquiries and prevents the squandering of time and resources on loans that are unlikely to close. Additionally, it addresses the problem of overlooked questions that could lead to further documentation requests. PerfectLO, a cloud-based mortgage software, effectively tackles one of the primary challenges in the loan application journey: the inability to furnish the detailed information required to accurately portray a Borrower’s complete financial profile, ensuring a smoother and more reliable process for all involved.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

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.

Leadpops, a product of Rebel IQ, specializes in crafting innovative lead generation technology and marketing solutions tailored for mortgage brokers, loan officers, Realtors, and insurance agents who are frustrated by ineffective marketing expenditures. Unlike the majority of companies that merely create websites and landing pages resembling “online brochures” without effectively converting traffic into leads, our dedicated team prioritizes the development of engaging digital experiences and effective lead conversion tools that inspire potential customers to act. Simply attracting traffic is not sufficient for business success; without conversion, it’s akin to running the air conditioning with all the windows open—wasting resources and money. As the sole provider of Conversion as a Service (CaaS) in the mortgage, real estate, and insurance sectors, we empower our clients to boost sales by transforming their anonymous website visitors into valuable, qualified leads. By focusing on conversion strategies, we ensure that our clients not only see increased traffic but also experience measurable growth in their customer base.

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.

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.

Gateless revolutionizes post-closing documentation by transforming cumbersome and error-laden tasks into seamless automated workflows through advanced artificial intelligence. This innovative platform merges decades of mortgage industry experience with cutting-edge AI capabilities. Our comprehensive AI Mortgage solution employs machine learning to optimize and automate what was once a tedious, manual process. Harnessing our Community Model, we deliver tangible solutions that enhance every aspect of the mortgage process. Designed to integrate effortlessly with your current systems, our technology significantly boosts productivity and efficiency. AI Mortgage's intelligent systems outperform human capabilities by executing tasks more quickly and accurately. By streamlining and automating the initial file assessments done by your post-closing team before loans are sent to investors, AI Mortgage substantially reduces or even removes the necessity for human intervention, offering a smarter way forward for the industry. This advancement not only aids in minimizing potential errors but also allows your team to focus on more strategic initiatives.

1Solution Mortgage Software is a comprehensive platform built to simplify the mortgage process for industry professionals. It offers an array of tools, including a dynamic Pricing & Proposal Engine (PPE), Loan Origination System (LOS), and a Customer Relationship Management (CRM) suite, to streamline daily operations. The software also facilitates secure document handling and e-signing, while its communication tools—email, SMS, and video messaging—enhance client interactions. With built-in marketing automation, 1Solution offers ready-made, compliance-approved content and tools for mass email and SMS campaigns. Additionally, it supports HR management features for employee tracking and performance assessments, providing an all-encompassing solution for mortgage professionals.

MeridianLink Mortgage Credit Link serves as a cloud-based web platform designed for the efficient automation and management of mortgage verification service orders. With its user-friendly interface and seamless single API integration, users can easily request a variety of products, including tri-merged credit reports from major bureaus, AVMs, and various verification services, thereby reducing the potential for errors and minimizing costs. The SmartAPI facilitates the integration of multiple bureaus and external verification services, producing consolidated responses supported by XML APIs and extensive compatibility with over 100 loan origination systems and automated underwriting systems. Additionally, it features comprehensive tools for billing, reporting, and account management, along with capabilities for re-ordering and customizing credit report formats. Its robust security measures, including multi-factor authentication and PCI compliance, ensure that credentials are safeguarded against unauthorized use, allowing users to conduct their operations with confidence. This platform is designed to enhance operational efficiency and improve the overall user experience in mortgage verification processes.

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.

Margill Loan Manager is a top-quality loan servicing software that saves time and increases accuracy. Margill Loan Manager is trusted by 38 leading companies worldwide. It offers tools for servicing simple and complicated loans, mortgages and lines of credit, receivables and judgments, origination, automatic recomputations of fees, postpayments, fixed/variable rates of interest, and more. This reduces accounting reporting time and calculation errors as well as risk and bad debts.

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.

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.