CANDIDCANDID APP
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Related Products
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CANDID:
About
CANDID is a mortgage CRM and lending workflow platform for mortgage lenders and loan officers. The web-based system brings borrower and referral-partner relationship management together with loan pipelines, task and communication workflows, and reporting. Teams can track prospects and applications, coordinate follow-up, and manage the borrower journey from initial inquiry through closing. CANDID also provides automation and AI-assisted tools for lead engagement and operational work, with integrations to mortgage loan-origination systems including Encompass, LendingPad, ARIVE, and Nano. The platform is intended for independent mortgage banks, mortgage brokers, credit unions, and other lending teams seeking to manage sales and borrower relationships alongside their lending workflows.
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Realfinity:
About
Realfinity is an intelligent mortgage platform, offering an embedded end-to-end mortgage origination and processing engine that combines capital, compliance, and technology so that real estate agents, brokerages, loan officers, asset managers, startups, or even wealth advisors can quickly offer mortgage services. Via the platform, users gain access to a wide range of loan types, including conforming loans, government-backed FHA, USDA, and VA loans, bank-statement loans for self-employed borrowers, DSCR loans based on rental income, jumbo loans for high-balance properties, HELOC/HELOAN options, and cash-out refinance loans. It enables doc-first mortgage applications: borrowers upload required documents or link asset/income data, and the platform validates and auto-fills applications, accelerating decisions and boosting conversion rates. It delivers real-time live rate comparisons across multiple investors.
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CANDID:
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
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Realfinity:
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
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CANDID:
Audience
Mortgage companies, banks, credit unions, mortgage brokers, and lending teams, including loan officers and mortgage sales, marketing, and operations teams.
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Realfinity:
Audience
Real estate professionals, brokerages, loan officers or startups seeking a solution to embed full mortgage origination and lending services into their business
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CANDID:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Realfinity:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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CANDID:
API
Offers API
Not Supported
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Realfinity:
API
Offers API
Not Supported
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CANDID:
Screenshots and VideosNo images available
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Realfinity:
Screenshots and Videos |
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CANDID:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Realfinity:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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CANDID:
Reviews/
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Realfinity:
Reviews/
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CANDID:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Realfinity:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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CANDID:
Company InformationCANDID APP
Founded: 2020
United States
candid.inc/
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Realfinity:
Company InformationRealfinity
Founded: 2020
United States
rfm.io
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CANDID:
Categories |
Realfinity:
Categories |
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Realfinity:
Integrations
ARIVE
Not Supported
Encompass
Not Supported
LendingPad
Not Supported
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Realfinity:
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