CANDID

CANDID

CANDID APP
CANDID TRUE

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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.
TRUE:

About

As lending AI pioneers, TRUE creates accurate data that powers automation and optimizes every step of the lending lifecycle, helping lending organizations rapidly process loans, drastically cut costs and risk, and radically improve the customer experience. Mortgage and refinancing demand is high, but due to legacy technologies and slow manual processes closings can take 30 to 120 days and cost consumers $9,000 per settlement. Each stage of the mortgage lifecycle requires extensive knowledge work, yet non-standard processes make it difficult to share resulting work products. And there’s no way to outsource the work and still comply with security and regulatory mandates. To meet consumer expectations and deliver ever-shorter turnaround times, mortgage originators, insurers, services, and solution providers must reduce process friction, work faster and more efficiently, and redeploy personnel as necessary to accommodate changing workloads.
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
TRUE:

Platforms Supported

Windows 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.
TRUE:

Audience

Lenders
CANDID:

Support

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

Support

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

API

Offers API Not Supported
TRUE:

API

Offers API Not Supported
CANDID:

Screenshots and Videos

No images available
TRUE:

Screenshots and Videos

No images available
CANDID:

Pricing

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

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
TRUE:

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
TRUE:

Training

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

Company Information

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

Company Information

TRUE
United States
true.ai/
CANDID:

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LendingPad

4.6 out of 5 stars
TRUE:

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CANDID:
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TRUE:
CANDID:
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TurnKey Lender

TurnKey Lender

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CANDID:
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CANDID:

Categories

CRM Supported
TRUE:

Categories

AI Lending Supported
Mortgage and Loans Supported
TRUE:

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Not Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Supported
CANDID:

Integrations

ARIVE Supported
Encompass Supported
LendingPad Supported
TRUE:

Integrations

ARIVE Not Supported
Encompass Not Supported
LendingPad Not Supported
CANDID:
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TRUE:
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