Related Products
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About
Embed loan repayment, data, balance transfers and automation - all through a single API. Method allows developers to engage with their users’ debts with our debt-agnostic solution. Lower lending risk and increase revenue by engaging directly with your users' debts. Method connects to all student loan, credit card, auto loan, mortgage, and utility bill merchants out there. Method's APIs don't break and the users never have to re-authenticate. Method handles compliance requirements, identity verification, and bank partnerships so you can focus on building. Initiate payments to any of a user's liabilities. Settlement in as little as a couple of minutes. Instantly retrieve all their liabilities - no credentials required. Method will return real-time data for all liabilities for a user. Attract top talent and retain employees by addressing one of their top concerns: financial wellness.
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About
Sora’s AI debt management software helps financial advisors wow clients and win proposals. Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies. Request a new loan and we will scan our ecosystem of 50+ wholesale, retail, and credit union lenders. We do the work so you and your client don’t have to. Sora finds clients better deals for their new or existing home, auto, and student loans and seamlessly moves into them. Sora is an easy-to-use software that helps you visualize, analyze, and act to optimize your client's debt. Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identify areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.
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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
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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
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Audience
Businesses looking for a powerful Financial Service solution
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Audience
Credit management companies and financial advisors in need of a solution to manage clients and proposals
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2,000 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$100 per advisor per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationMethod
methodfi.com
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Company InformationSora
United States
www.sorafinance.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
AIReel
Not Supported
Advivi
Not Supported
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