+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • North One
    5,043 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • HERE Enterprise Browser
    2 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • DoctorConnect
    84 Ratings
    Visit Website
  • Imorgon
    5 Ratings
    Visit Website
  • JSCAPE MFT Server
    188 Ratings
    Visit Website
  • Azore CFD
    24 Ratings
    Visit Website

About

Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.

About

Focus on prospects with the credit condition to close, and less time on prospects that have no chance. By spending time on deals that have the credit condition to qualify, our customers find that they increase sales and revenue. iSoftpull takes the guesswork out of knowing if a prospective client has the credit condition to qualify for financing. Sign up for a free demo account to see the software in action. iSoftpull enables businesses to optimize their sales and marketing efforts by giving them on-demand access to TransUnion and Equifax credit reports. By knowing your customer's credit score right out of the gate, you can send marketing material relevant to them. No more wasting ad spend and other marketing costs on leads that have no chance in qualifying.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams wanting a solution to automate repetitive work and handle account transfers

Audience

Companies in need of a platform that helps check their customer's credit

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GoldenBasis
United States
www.goldenbasis.com

Company Information

iSoftpull
Founded: 2016
United States
www.isoftpull.com

Alternatives

Sequence

Sequence

Chain

Alternatives

theb2bbank

theb2bbank

Payfree Financial Services
DealerCenter

DealerCenter

Nowcom Corporation
Metro2

Metro2

Switch Labs

Categories

Categories

Integrations

Axis LMS
Zapier

Integrations

Axis LMS
Zapier
Claim GoldenBasis and update features and information
Claim GoldenBasis and update features and information
Claim iSoftpull and update features and information
Claim iSoftpull and update features and information