BESTX vs. Note Dashboard Comparison


BESTX Optimal Blue	Note Dashboard
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BESTX	Note Dashboard
		Related Products LendingPad LendingPad is a cloud-based loan origination system designed to help mortgage teams operate more efficiently from application to funding. The platform brings together real-time collaboration, automated task routing, borrower document collection, live pipeline visibility, configurable workflows, compliance tools, and scalable editions for credit unions, banks, mortgage lenders, non-delegated lenders, and brokers. LendingPad gives mortgage organizations the technology they need to move loans forward with greater speed and control. 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Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 4.9 out of 5 stars 240 Ratings Visit Website for CrankWheel Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. 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BESTX: About Win more business by providing borrowers the right product at the best price for any mortgage financing scenario. Our product and pricing solution delivers the most comprehensive functionality, enhances workflow efficiencies, and enables lenders to stay competitive and confidently execute profitable lending strategies. Accurately quote the absolute best mortgage pricing each and every time. With Optimal Blue's BESTX™ pricing capabilities, lenders can customize their BESTX™ to their unique business need. Compete and differentiate your mortgage operation like never before. Leverage Optimal Blue to gain access to hundreds of investors offering thousands of mortgage products. Create new efficiencies and save valuable time by automating key workflows within your lock desk. There are several ways to automate, all of which can be tailored to your specific operational processes. Exceed consumer expectations by providing them the lowest mortgage insurance premiums across all six MI providers.	Note Dashboard: About Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.
BESTX: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Note Dashboard: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
BESTX: Audience Mortgage lenders who need a solution for product and pricing to enhance their quoting	Note Dashboard: Audience Loan officer recruiters and companies looking for a solution to search, filter and sort mortgage data
BESTX: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Note Dashboard: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
BESTX: API Offers API Supported	Note Dashboard: API Offers API Not Supported
BESTX: Screenshots and Videos View more images or videos	Note Dashboard: Screenshots and Videos View more images or videos
BESTX: Pricing No information available. Free Version Not Supported Free Trial Not Supported	Note Dashboard: Pricing $34 per month Free Version Not Supported Free Trial Supported
BESTX: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Note Dashboard: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

BESTX: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Note Dashboard: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
BESTX: Company Information Optimal Blue Founded: 2002 United States www2.optimalblue.com/product-and-pricing-for-mortgage-lenders/	Note Dashboard: Company Information Note Dashboard Founded: 2013 United States notedashboard.com
BESTX: Alternatives LoanTek Bankrate	Note Dashboard: Alternatives LoanShark Data Designs
BESTX: Fiserv Mortgage Director Fiserv	Note Dashboard: LoanAssistant Integrated Accounting Solutions 5.0 out of 5 stars
BESTX: LendingPad 4.6 out of 5 stars	Note Dashboard: ABLE Platform 5.0 out of 5 stars
BESTX: Finmo Lendesk	Note Dashboard: Mortgage Automator 4.9 out of 5 stars
BESTX: Lender Optimus Lender Software Solutions View All	Note Dashboard: The Mortgage Office 1.0 out of 5 stars View All
BESTX: Categories Mortgage and Loans Supported	Note Dashboard: Categories Loan Management Supported Loan Servicing Supported Mortgage and Loans Supported
	Note Dashboard: Mortgage and Loans Features Amortization Schedule Not Supported Client Database Not Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Not Supported Government Loans Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Not Supported Refinance Management Not Supported Residential Mortgages Supported Show More Features Loan Servicing Features Accounting Management Supported Amortization Schedule Supported Application Management Supported Auto Loans Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Supported Collections Management Supported Compliance Management Not Supported Construction Loans Supported Customer Database Supported Fee Management Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported
BESTX: Integrations MortgageHippo Supported View All 1 Integration	Note Dashboard: Integrations MortgageHippo Not Supported
BESTX: Claim BESTX and update features and information Claim BESTX and update features and information	Note Dashboard: Claim Note Dashboard and update features and information Claim Note Dashboard and update features and information