CANDID

CANDID

CANDID APP
CANDID Realfinity

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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.
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.
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
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
CANDID:

Audience

Mortgage companies, banks, credit unions, mortgage brokers, and lending teams, including loan officers and mortgage sales, marketing, and operations teams.
Realfinity:

Audience

Real estate professionals, brokerages, loan officers or startups seeking a solution to embed full mortgage origination and lending services into their business
CANDID:

Support

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

Support

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

API

Offers API Not Supported
Realfinity:

API

Offers API Not Supported
CANDID:

Screenshots and Videos

No images available
Realfinity:

Screenshots and Videos

CANDID:

Pricing

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

Pricing

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

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
Realfinity:

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
CANDID:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Realfinity:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
CANDID:

Company Information

CANDID APP
Founded: 2020
United States
candid.inc/
Realfinity:

Company Information

Realfinity
Founded: 2020
United States
rfm.io
CANDID:

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CANDID:

Categories

CRM Supported
Realfinity:

Categories

Embedded Finance Supported
Mortgage and Loans Supported
CANDID:

Integrations

ARIVE Supported
Encompass Supported
LendingPad Supported
Realfinity:

Integrations

ARIVE Not Supported
Encompass Not Supported
LendingPad Not Supported
CANDID:
Claim CANDID and update features and information
Claim CANDID and update features and information
Realfinity:
Claim Realfinity and update features and information
Claim Realfinity and update features and information