Customer Relationship Management Software

Featued for Lenders & Brokers

Every Thing is Built In & Turn Key: Effective CRM, Loan Origination &. Servicing with Loan Pricing, Underwriting, Document & Contract Management.

Lenders & Brokers can Customize Fix & Flip, Bridge, Ground Up Construction, Rental/DCSR, Multi Family & Mixed Use loan programs to their Lending needs to Originate Loans according their business needs.

Customer Relation Management

Automate all your sales process. Nurture and Build relationships with Prospects, Brokers & Investors

Loan Origination

Lenders & Brokers can tailor their lending process to support different loan programs and originate loans on the fly

Rate Engine & Underwriting

Calculate Interest rate & Monthly Payments based on Borrower profile, Payment Schedule & Loan Programs.

Role Based Access Control

Create rules and set permissions to manage and restrict access to your leads, prospects and opportunities based on user role.

Lead & Affiliates Management

Web Form Builder

Using Our Web form Builder, You can create landing pages to collect loan applications and required documents based on loan program and assign them to your team.

Landing Pages

Create Landing Pages using Web Form Builder can be embedded into your website as an I-frame and Borrowers can easily apply for a loan through your website.

Lead Management

Work closely with your Sales and Marketing team to manage the received Leads for your different Loan Programs from different channels.

Loan Officers, Sales Reps, Brokers & Affiliates can collaborate with Potential Borrower to gather required information.

Document & Contract Management

Documents Portal

Create your document portal for borrowers to securely upload required documents to Process, Under-write and Close a loan.

Contract Management

Create templates of your contracts using our Contract builder and seamlessly load them with Loan terms and all the required information of the loan inside opportunities.

Quick Packages

Create Required Loan document packages based on Borrower Profile, Subject Property and Loan Program.

Email Marketing

Email Template Builder

Create intuitive email marketing templates using our WYSIWYG based email template builder and send One-One/Bulk emails for marketing and communication purposes.

One-One & Bulk Emails

Our Platform Supports to send and track emails on a Borrower, Loans & Contacts.

Manage and Nurture all your Borrowers, Leads & Contacts by Sending One-One/Bulk emails.

Our Strong & Granular Security Features will Protect your Data & Privacy Privileges all across the Platform

Identity & Access Management

Our Modular Roles based Access Control will let you help set privileges across the company roles such as Sales Reps, Loan Officers, Under writers, Closers and Brokers etc.. to create, edit, update or delete any information across the platform.

Status Based Access & Data Review

Prospects & Opportunities can be shown or hidden to your team based on the status of the loan and using our platform, you can Set Permissions to review the changes made by your team before making any changes to your most credible data

Security

Your Data is on Rest with AWS & is aligned with SOC 2, ISO 27001, & PCI compliance. We encrypt, secure, back up your data for life.

Our Point Of Sale Portals will let your Prospects and Contacts to seamlessly login into the platform to update or check the status of their loans

Contacts Portal

Brokers, Investors, Escrow, AVM, BPO and all required parties to process, under-write, close and service loans can login into the platform to assist prospects and lenders in closing the loan and check the status of the loan.

Sign Up Portals

You can create and customize Sign Up portals to attract Brokers & ISO’s to work with you on commission basis.

Prospect Portal

Using our Prospect Portal, You can request your prospects to complete/update the needed information, Upload required documents and check the status of their loan.

Productivity Tools

Tasks

Managers & Team can Create Tasks, Set Due Dates,
Priority and Assign Tasks to your team. Teams can work together using notes within a task.

Notes

Teams can Work together and Make Public/Private notes
to communicate & Collaborate across the platform.