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Abcoa Deal Pack is a business management solution that helps auto dealers and finance companies manage leads, financing, campaigns, workflows, payments, complaints and more on a centralized platform. The built-in accounting functionality allows staff members to manage balance sheets, income statements, cash flows, trial balances, and general ledger.
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AllCloud Enterprise (formerly known as AutoCloud) is a cloud-based loan management solution that helps manage loan origination and customer onboarding processes. Key features include document uploads, reminders, accounting, data collection and reporting.
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AutoPal Software is an online platform created by credit institutions with the aim of improving loan management and all activities concerning this service. It is a loan origination software that offers numerous useful features to monitor payments, commissions, transactions, archive documents, send personalized email notifications and analyze data through precise and detailed reports.
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Blend is a cloud-based digital loan origination platform that enables banks, credit unions, and mortgage companies to manage leads and streamline lending services. Professionals can use artificial intelligence (AI) technology to automate application processes, provide answers to customer questions and request mandatory documentation after submitting questions.
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Bryt is a loan origination software created by credit institutions for lenders, functional to optimize and simplify this work. It is an as-a-service, cloud-based program that does not require installation, updates and maintenance costs, it only requires an Internet connection.
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White Clarke Group’s Calms platform empowers lenders to help customers by providing quick decisions and exceptional service when and where the consumer demands, achieving the best brand experience. Recent updates and enhancements include direct and self-service channels recently released by customers and an updated UX/UI, with the latest web technologies and design trends.
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Calyx Point is a mortgage software that allows you to simplify all stages of the loan process in order to save time and effort. Designed by mortgage professionals, it caters to mortgage bankers, mortgage brokers and financial institutions, making their needs first and ensuring excellent results.
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Construction Loan Management is a cloud-based loan service solution for construction and renovation companies of all sizes. Key features include pipeline-style loan management, order administration, budget and document monitoring, accounting management, interest billing reports and statements.
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Creditonline is a loan origination software that automates the work of investors and lending firms of any size. Thanks to its innovative lending technologies, solutions and partnerships, you can improve your products, expand your service portfolio and, consequently, increase the number of your customers.
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FileInvite is an information and document request solution for any business that wants to automate the process on a customer base. Offering particular suitability to those industries involved in financial services, lending and mortgage applications, the software is open to everyone with scalable subscription-based pricing.
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Fps Gold Core is a basic banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting, reporting, and more. Community banks can take advantage of the solution’s capabilities to provide a simplified customer experience using tools such as identifying cross-selling opportunities and more.
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GOLDPoint Systems is cloud-based loan origination software, which allows you to better manage borrowers and their loans by offering a simple and intuitive user interface. Accessible anywhere and from any device, it allows you to send and track payments, documents, notifications, reports and much more.
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HES FinTech is a loan origination software provider and technology consultant. Created to be the technological backbone to power the entire loan lifecycle: from creation, underwriting and assistance to collections and pipeline performance monitoring.
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LA Pro provides loan origination software for lenders of all types and sizes such as banks, nonprofits, lenders, credit unions and third party services. The software helps users manage various types of loan portfolios with billing, management reports and daily accruals.
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LendingPad is a loan origination program developed to simplify and streamline the work of banking, credit institutions and mortgage brokers. It is a cloud-based platform, which offers the ability to create a loan anywhere with a secure internet connection, from anywhere and with any browser.
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Lendstream is a cloud-based support and loan origination platform for customer relationship management and debt collection. Key features include lead generation, product and interest rate matching, document management, investor portfolio assistance, reporting and analytics.
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Loan servicing soft is a cloud-based loan creation, lending services and fund management solution designed to help small and large financial institutions manage loan creation, monitoring, investors, collections and reporting. The platform offers customizable web applications and live web portals in addition to standard features.
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LoanAssistant is a loan management solution for QuickBooks that assists lending activities in various segments including residential mortgages, education loans and installment sales. It allows you to administer lines of credit and to track and monitor transactions in real time.
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LoanCirrus is a loan management platform that helps lenders manage their operations from anywhere, offering a wide range of scalable features for a variety of businesses. Tools include automatic SMS and email notifications, customizable workflows, risk assessment capabilities, automatic reminders, and more.
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Loandisk is loan management software that allows you to manage all customer loans and savings in one place. It is an online, cloud-based platform developed for small and medium-sized businesses dealing with lending and microfinance.
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LoanPro is a comprehensive loan management software that allows organizations to create, service and collect by automating routine communication tasks. The solution serves a variety of lending organizations including auto, consumer, real estate, mortgage, securities, medical, and more.
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Margill Loan Manager is a cloud-based loan service solution that assists lenders with the maintenance of loans, lines of credit, mortgages, credits and leases. Key features include interest calculation, custom fields, data export, multi-currency support, customizable reports and revenue tracking.
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Mortgage + Care is a cloud-based loan origination software. Key features include application management, data import, payment processing, document storage and cash reporting.
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Mortgage Automator is a loan origination software that supports lenders of all sizes and private lenders. It is an end-to-end solution that automates your business by offering customizable templates and documents, ACH / PAD payments, precise reporting system and functional communication tools.
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nCino is a secure cloud-based solution that offers support in creating and managing loans to employees and leaders of banks, credit and financial institutions. In addition to banking functions, it allows you to improve customer relationship management (CRM), customer onboarding, account opening and deposit accounts, workflow management, credit analysis thanks to functionalities instant reporting.
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OneOrder is a cloud-based order and customer relationship management software that helps collect orders from digital catalogs, manage sales and customer teams, and more. The software’s digital product catalog with images streamlines order capture.
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PerfectLO is a mortgage and loan solution for small to medium sized mortgage brokers and bankers designed to simplify and speed up the digital loan application process. The software offers an interactive questionnaire that systematically and intelligently asks borrowers the questions they need to complete their loan profile, including a detailed document checklist.
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Plaid is a technology platform that enables the connection between applications and users’ bank accounts for account authentication, real-time balance checks, identity verification, income validation, asset verification and more yet. Plaid’s Auth solution can be used to authenticate bank accounts for ACH payments without requiring microdeposits, allowing instant authentication of transactions.
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SBS Banking Platform is a component-based, API-first banking solution available as customized or off-the-shelf. Regardless of the system, it accelerates digital transformation. Its capabilities include digital banking services, open banking, and core banking functionality for end-to-end banking processing.
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Shaw offers a loan and lease solution designed with lease management, insurance, commission and dealer processing, sales tax, property tax and income tax reporting capabilities. The product is suitable for banks, credit unions, automotive finance companies and specialist credit institutions.
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The Loan Navigator is a loan management solution that offers loan lifecycle management, documentation, team collaboration, workflow management and reporting capabilities within a single suite. Cloud-based and on-premise deployments are available.
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The Loan Office is a cloud-based on-premise loan service solution for businesses of all sizes. It is suitable for loan companies, mortgages and financial services. Key features include loan management, accounting, automatic debit (ACH) / EFT, financial calculator, reports and forecasts.
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The Mortgage Office, developed by Applied Business Software, is an integrated mortgage and loan management program for businesses of all sizes. The solution includes multiple modules for loan creation and control, fiduciary accounting, commitment administration and offers additional modules for mortgage rate management, credit reporting and more.
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The Nortridge Loan System is a loan origination and creation platform that helps lenders and loan assistance organizations monitor, manage and service loan portfolios. Key features include customer relationship management (CRM), support and collections, multi-book accounting modules, escrow and a customer portal.
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TurnKey Lender is a loan origination software that automates the entire management and reporting process, ideal for banks, credit unions, finance companies, small consumer credit institutions, internal lenders, nonprofits and CDFIs .
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