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Mortgage Automator
Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more.
With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations.
Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support.
Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth.
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Sopra Banking Platform
SBP Digital Banking Suite is an advanced open platform with modular banking features, providing omnichannel customer experiences & cloud-native capabilities. It covers all banking services from onboarding to day-to-day banking and beyond with open banking (Enhanced Onboarding, Credit Insights, etc.)
SBP Digital Banking Suite integrates natively with leading fintech partners, utilizing API-first & microservices architecture for easy integration. It supports flexible deployment models, from SaaS to private, hybrid, and public cloud solutions.
The Sopra Financing Platform (SFP) is a modular platform designed to boost the efficiency of asset financiers worldwide. It simplifies the entire lending process, from the front to the back office, making it a great fit for both new market entrants and expanding businesses. The clients of Sopra Financing Platform benefit from a wide partner network seamlessly integrated into the platform, giving them a strong competitive advantage.
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LoanPro
LoanPro is a core lending software that specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to bring their lending innovations to life.
Built on its own API, LoanPro unites with its user's existing software, while encouraging the use of powerful integrations and unifying all aspects of the loan lifecycle in a single source of truth.
With real-time database access, process automation, and the ability to create and service multiple lending products in a single platform, LoanPro gives innovators the power to do what they do best.
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FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
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LoanAssistant
LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting.
Accrual Accounting option available. Stand-alone option available. Borrower side servicing available.
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.
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Pocomos
Many of our customers have eliminated 8+ hours per day in redundant office work and saved thousands of dollars per month in fuel because of the automations you can leverage with Pocomos and our routing tools.
Effortlessly keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools.
See your schedule, complete jobs, sign up new customers, and track chemicals from the convenience of your mobile device.
Automate service notifications, follow-up messages, collection notices, review requests, and many other daily tasks to simplify running your business.
Post payments, resend emails, upload and send attachments, two-way text, and much more from a powerful customer account.
Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.
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DataBuck
(Bank CFO) “I don’t have confidence and trust in our data. We keep discovering hidden risks”.
Since 70% of data initiatives fail due to unreliable data (Gartner research), are you risking your reputation by trusting the accuracy of your data that you share with your business stakeholders and partners?
Data Trust Scores must be measured in Data Lakes, warehouses, and throughout the pipeline, to ensure the data is trustworthy and fit for use. It typically takes 4-6 weeks of manual effort just to set a file or table for validation. Then, the rules have to be constantly updated as the data evolves. The only scalable option is to automate data validation rules discovery and rules maintenance.
DataBuck is an autonomous, self-learning, Data Observability, Quality, Trustability and Data Matching tool. It reduces effort by 90% and errors by 70%.
"What took my team of 10 Engineers 2 years to do, DataBuck could complete it in less than 8 hours." (VP, Enterprise Data Office, a US bank)
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Peach Finance
Peach Finance is an API-first lending technology platform that enables fintechs and traditional financial institutions to quickly launch and confidently scale lending programs. Peach is the only lending platform built on an Adaptive Core™, a new paradigm in loan management providing complete configurability, even at scale.
Peach provides end-to-end, fully integrated loan servicing capabilities, including payment processing, a white-label borrower portal, a lending-specific CRM, omnichannel communications, data and insights, first-party collections tools, and Compliance Guard™.
Peach's fully integrated product suite supports virtually any asset class, including BNPL, credit cards, cash advances, personal loans (installments and lines of credit), retail installment contracts, business loans and novel constructs.
Peach was built by leaders from top fintechs like Affirm, Avant and Prosper with the goal of improving lives by giving every lender the power to innovate.
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Clair
Clair is a workplace-connected banking app that offers free earned wage advances for America’s workforce to offer great financial flexibility and make the money they earn do more for them.
Clair works seamlessly with existing payroll systems to offer a full suite of financial wellness tools, including a 2% APY Savings Account†, free withdrawals at 40,000 in-network ATMs*, and a Clair Debit Mastercard®.
Clair is free to offer and could help;
- Boost retention and engagement with no additional admin lift.
- Attract more talent when listed as a part of your benefits package.
- Increase Clair users’ savings & reduce reliance on high-interest loans.
- Promote financial wellness benefits that are free to offer and don’t impact payroll.
Clair is used by over 10,000 businesses across the country. By partnering with Clair, you're not just gaining an earned wage access app, you're gaining a strategic ally committed to the growth and financial well-being of your organization.
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EventTitans
EventTitans is an all-in-one event management and engagement platform with 150+ features that enable event professionals & marketers to maximize their business growth and ROI when hosting events- either a hybrid, in-person or virtual event.
EventTitans’ intuitively designed platform enable brands to amplify their reach through integrated marketing tools. It offers a plethora of networking and engagement features to nurture a community of loyal customers. Further, the platform helps brands in lead qualification, converts visitors into prospects, and improves engagement via 10+ features to reduce the effort of event organizers by automating the process.
Host a wide variety of events ranging from business/corporate events, fundraisers, Galas, Social events, Auctions, Tradeshows, and more. We provide exceptional on-the-day attendee engagement and a smooth pre-event self-onboarding and cancellation process to attendees, sponsors, and speakers, reducing administrative work and expense
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