BESTX

BESTX

Optimal Blue
+
+

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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.

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.

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

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

Audience

Mortgage lenders who need a solution for product and pricing to enhance their quoting

Audience

Loan officer recruiters and companies looking for a solution to search, filter and sort mortgage data

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$34 per month
Free Version Not Supported
Free Trial Supported

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

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Optimal Blue
Founded: 2002
United States
www2.optimalblue.com/product-and-pricing-for-mortgage-lenders/

Company Information

Note Dashboard
Founded: 2013
United States
notedashboard.com

Alternatives

LoanTek

LoanTek

Bankrate

Alternatives

LoanShark

LoanShark

Data Designs
Finmo

Finmo

Lendesk
LoanAssistant

LoanAssistant

Integrated Accounting Solutions
Lender Optimus

Lender Optimus

Lender Software Solutions

Categories

Mortgage and Loans Supported

Categories

Loan Management Supported
Loan Servicing Supported
Mortgage and Loans Supported

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

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

Integrations

MortgageHippo Supported

Integrations

MortgageHippo Not Supported
Claim BESTX and update features and information
Claim BESTX and update features and information
Claim Note Dashboard and update features and information
Claim Note Dashboard and update features and information