Incept vs. Newgen Retail Loan Origination Comparison Chart

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.

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. SBS Financing Platform 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 the SBS Financing Platform benefit from a wide partner network seamlessly integrated into the platform, giving them a strong competitive advantage.

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.

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.

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.

From effortlessly managing a deluge of invoices across various channels including email, vendor portals, chats, and more to seamlessly integrating with all finance ERPs including Oracle NetSuite, SAP, QuickBooks, etc., Neil handles the entire AP process without human intervention. This means AP teams get to focus on strategic initiatives while most of the day-to-day AP tasks are performed automatically by Neil with accuracy more than 85%. Going beyond the traditional RPA and OCR-based automation, Neil leverages advanced ICR, AI-powered workflows, and real-time vendor communication to ensure accurate data extraction, efficient processing, and timely payments—resulting in happier vendors and better discount opportunities for the enterprise. With Neil on your team, achieve remarkable 90% straight-through processing (STP) rates, eliminate human errors, and optimize vendor relationships like never before.

InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations.

QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service.

SBSA Technology cloud-based EDI software is capable to automate your sales order processing. The business automation provides extensive connectivity through both EDI and API with a vast network of partners, exceeding 350,000. This connectivity facilitates automated handling of sales orders originating from diverse sources, including customers, marketplaces, retailers, distributors, and e-commerce platforms. The streamlined process guarantees that record keeping remains synchronized across various accounting systems like QuickBooks, Xero, NetSuite, SAP, Microsoft, and more. The innovative system processes sales orders by generating bulk shipping labels, BOL, SSCC box labels. Our logistic partners are UPS, FedEx, DHL, USPS plus freight carriers for shipments weighing over 150 lbs. Overall, SBSA Technology offers a comprehensive solution for efficient connectivity and automation in sales order processing, accounting record keeping, and logistics management.

ShipBob is the leading global omnifulfillment platform designed for businesses of all sizes, providing them access to best-in-class supply chain capabilities. The ShipBob platform provides merchants with a single view of their business and customers across all of their sales channels and enables them to manage products, inventory, orders, and shipments, and leverage real-time analytics and reporting. ShipBob enables merchants to optimize fulfillment operations in their own facilities with ShipBob's WMS (ShipBob's proprietary warehouse management system), or outsource it completely to have their orders picked, packed, and shipped for them at over 40 fulfillment centers across the United States, Canada, Europe, and Australia. By providing proprietary fulfillment software, comprehensive support, and dozens of tech and retail partnerships, ShipBob enables brands to build a scalable, affordable fulfillment strategy and fulfill orders with seamless omnichannel connectivity.