CANDID

CANDID

CANDID APP
CANDID Xpanse Podium

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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.
Xpanse Podium:

About

Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays.
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
Xpanse Podium:

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.
Xpanse Podium:

Audience

Mortgage lenders, banks, and financial services operations teams that need a tool to manage service provider workflows, track loan-related orders, and automate the mortgage processing pipeline
CANDID:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported
Xpanse Podium:

Support

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

API

Offers API Not Supported
Xpanse Podium:

API

Offers API Not Supported
CANDID:

Screenshots and Videos

No images available
Xpanse Podium:

Screenshots and Videos

CANDID:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Xpanse Podium:

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
Xpanse Podium:

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
Xpanse Podium:

Training

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

Company Information

CANDID APP
Founded: 2020
United States
candid.inc/
Xpanse Podium:

Company Information

Xpanse
Founded: 2020
United States
www.xpanse.com/product
CANDID:

Alternatives

LendingPad

LendingPad

4.6 out of 5 stars
Xpanse Podium:

Alternatives

Lender Optimus

Lender Optimus

Lender Software Solutions
CANDID:
Xpanse Podium:
CANDID:
ReverseVision LOS

ReverseVision LOS

ReverseVision
Xpanse Podium:
TurnKey Lender

TurnKey Lender

5.0 out of 5 stars
CANDID:
Xpanse Podium:
CANDID:
Xpanse Podium:
CANDID:

Categories

CRM Supported
Xpanse Podium:

Categories

CANDID:

Integrations

ARIVE Supported
Encompass Supported
LendingPad Supported
Xpanse Podium:

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
Xpanse Podium:
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