Best Nonprofit Mortgage and Loans Software

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.

Bryt Software streamlines your Loan Servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency. Bryt is feature rich, but intuitive and easy to use. Simple, but powerful. Every inch of Bryt is engineered to make your job easier. Our 30 MINUTE IMPLEMENTATION is so intuitive that you can be up and running in no time with little or no support. Most of our customers are able to self-implement the system, with no implementation fees. But if you need support… we offer free, unlimited support that will amaze you! We are 100% cloud-based using the latest AZURE technology. We believe in providing our customers with fair and honest pricing. Our fees are based on your number of users and the features that you need. We don't force you into a long-term contract… we know you will love our product and our service.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

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.

CreditOnline is an end-to-end integrated loan business management software helping organizations connect and integrate all relevant parties in a state-of-art lending ecosystem. Our solutions were designed by working closely with software developers and lending business professionals boasting more than 10 years of experience in the world of fintech. Therefore, it is an ideal fit for financial institutions, alternative lenders and retailers among others. Moreover, our future-proof lending technology and trusted partnerships render it simple, fast and cost-effective to expand the portfolio of your services and number of your clients, allowing your business to scale up or reinvigorate itself effectively at any stage of the business life-cycle. CreditOnline is best suited to enhance such business activities as Loan Origination, Leasing, Refinancing, Factoring, Line of Credit, P2P Lending, Crowdfunding and Marketplace.

Kinective’s OmniConnect platform allows financial executives to truly connect to banking’s future by bridging the gap between legacy systems and modern digital services through turnkey, fintech integrations across multiple use cases including loan origination, account origination, payments, mobile applications, CRMs, and more. With over 80+ Fintech's integrated to 40+ Cores, our connectivity solutions provide true choice to transform at a chosen pace without extensive internal development resources, while being able to choose a best-of-breed versus best-of-suite transformation strategy. Even further, our connections aren’t limited to a specific subset, as our intent is to provide true choice and access with the most comprehensive connective ecosystem of use cases, channels, and cores.

Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter

Loan servicing software to track the balance and payments on virtually any type of loan or lease. Easily manage hundreds or thousands of loans generating customizable statements, reports. Borrower online access and electronic payment (US banks only) using our AutoPay system. Very affordable. Download Moneylender - it will run as a Demo until you purchase it, so you can test it out with your loans. Email and phone support, support forums, integrated User's Guide. We're here to help you make the most of what Moneylender can do.

We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdlending and/or crowdfunding process. With Crowdsofts, you will be able to start your crowdfunding business in no time. Start your crowdlending business without huge investment into creating expensive peer to peer lending technology. Choose Crowdsofts – a white label crowdlending platform that can be customized to your business needs. Invest into sales and marketing, and trust your advanced crowdlending portal to deliver. We are Crowdsofts – your reliable partner in providing end-to-end intelligent automation of the entire crowdlending process. We achieve this with our software, which you can access as simply as setting up a subscription. With Crowdsofts, you will be able to start your crowdfunding business in no time. We made our advanced crowdfunding portal to be highly scalable and robust.

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

Say “hello” to a faster, more efficient loan process. The industry’s leading LOS for mortgage brokers, Point covers the complete origination process from initial application to closing. Know what you’re going to pay with no hidden fees or contract required. Ensure consistency with templates to standardize borrower files, loan programs, closing costs, and more. Capture, create, and save pre-application data for prequalifying prospective borrowers. Strengthen your relationships with borrowers via marketing tools such as open house flyers, loan comparisons, and pre-approval letters. More than 200 vendor partners are integrated into Point, providing credit reporting, appraisal, and asset verification services, product pricing and eligibility, closing documents, compliance services, and more. Click a button and a connection is automatically made for you, so you can quickly exchange data with hundreds of service providers.

Captaloans Mortgage and Loan Modification CRM combines robust yet simple loan modification, mortgage, and debt settlement tracking. Collaborate with affiliates, processors and attorneys remotely and efficiently. Use our Customer Portal to grant access to your client to fill out their own loan modification intake form. Once completed it will appear as a new record in the system. Save time by having the client fill out their own intake forms. Simple to use. No software downloads. No start up fees. Free 15 day trial with no credit card required.

Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.

TurnKey Lender is a one-stop lending infrastructure used by creditors in 50+ countries to automate all elements of their operations. The platform enables lenders to profitably grow their business while cutting operational costs and risks. It's a powerful AI-driven SaaS that automates over 90% of all lending processes and gives both B2C and B2B lenders a competitive edge. TurnKey Lender Platform has several pre-configured solutions packages including Commercial, Consumer, Pay Later, Auto, Mortgage, Leasing, Factoring. Built in constant collaboration with lenders worldwide, TurnKey Lender is the ultimate solution that answers real-life digital lending challenges in a sophisticated manner.

PreApp 1003 continues to make life easier with the new Broker Plus System: the most comprehensive, cloud-based, mobile-friendly mortgage platform in the industry. This is a network of contract processing companies that have partnered with Broker Plus to provide contract processing services. If you are a Contract Processor that would like to join the network, click below!

Mortgage brokers win more business with the Loansifter PPE, your gateway to hundreds of investors and thousands of products. Loansifter is the only PPE that supports best execution searches across 120+ wholesale investors, allowing leading brokers to stay competitive and confidently execute profitable lending strategies. Gain access to rates in a matter of minutes via an immediate, self-service set up—no demo required. The Loansifter PPE calculates BESTX™ product eligibility and pricing for financing scenarios across more than one hundred investors and thousands of products—in just seconds. With a single click, you can view a complete price grid and guidelines for more than 120+ wholesale investors. Save even more time by establishing your own search criteria defaults or through a direct LOS integration with Calyx Point®. The features available in the Loansifter PPE significantly improve workflow efficiencies and give you the confidence to quote the best execution, every time.

leadpops by rebel IQ develops lead generation technology and marketing solutions for mortgage brokers, loan officers, Realtors, and insurance agents that are sick and tired of spending money on marketing that doesn’t work like it should. While most other companies build websites and landing pages that serve as “online brochures” with little or no thought as to how to convert your traffic into leads, our team focuses on creating digital experiences and lead conversion tools that entice potential customers to take action. You can’t do business with clicks. Getting a bunch traffic without converting leads is like running the A/C and leaving all your windows down, but a LOT more costly. As the only Conversion as a Service (CaaS) platform serving the mortgage, real estate, and insurance industries, we help our clients increase sales by converting their anonymous web visitors and into tangible, qualified leads.

Open House Wizard is your home for Contact Free Open House Visitor Registration as well as Lead Conversion and more. Many advanced features are included such as Instant PDF Flyers, Signed Visitor Disclosures and Disclaimers and even Drip Email Campaigns. Stunning Free Open House Flyers with QRCODE & Texting Sign In Capability. Allow your Open House Visitors to Register and Sign In on their Own Smartphones! Bring your device to the Open House and fire up one of our 'Classic' Registration pages, and still allow Visitors to Register by Text, QRCODE or by using a Form. Almost any kind of device is supported, whether its an Ipad, Macbook, Microsoft Surface, Chromebook, Notebook or Tablet your device can likely be used for Visitor Registrations.

Mortgage Pool/Fund Management software for any fund administration model. Supports debt and equity shares. Flexible and efficient payment distribution and reporting. Perfect for mortgage pools, crowdfunding, partnerships, etc.. Pay members/shareholders by check or ACH/EFT electronic payment. Reinvest, cash out. Total solution for U.S. Reg D 506 Private Offerings (U.S. Investment Funds) and Canadian MICs (Mortgage Investment Corporations). Make your fund fly with our software! Flexible and easy to use. Works with any asset type. Supports Mortgage Pools, Investments Funds, Banks, and Credit Unions. Fast, efficient transactions make happy Members. Streamlined Cash Drawer functionality. Role-based security architecture. Flexibility for your office structure. Mobile online banking for your Members. Account Changes with or w/out Duel Auth.

Originate from anywhere with ease. Streamline your pipeline, issue instant pre-approvals, doc storage, run 1-click AUS, send disclosures & more. Provide your clients with a branded, mobile-friendly & secure client portal to collect loan applications and supporting documents based on rules. Accurately quote your borrowers with exact rate, generate fee worksheets with real fees, run instant TCAs, set up rate alerts, manage margins & more. Access industry-first lender marketplace for not only accurate pricing but digitally submit loans to lenders & get status updates back. Engage with a thriving community, share best practices, ideas, feature requests and help participate in shaping the platform. ARIVE was conceived as a product to combine common software solutions for brokers. The average broker shares a similar workflow, yet uses 5+ different programs to process a loan.

Loan Origination and Loan Servicing all-in-one software platform. Loan accounting, loan billing and invoicing. Payment processing and check/ACH out to investors and/or participants (participation). Support for Mortgage Pool/Fund Management as well. Increase lending and loan servicing efficiencies with LOAN SERVICING SOFT. Flexible, scalable, and easy to use! LOAN SERVICING SOFT is designed for all lending models, from private money or hard money to conventional residential real estate and commercial real estate. Automated billing, workflow and task management.

The Mortgage Cadence Platform (MCP) is a cutting-edge mortgage loan origination system (LOS) designed to redefine your digital mortgage strategy. Built on advanced technology with a modern, user-friendly interface, MCP offers unparalleled flexibility and openness. Whether you prefer a complete, out-of-the-box solution or extensive customization, MCP adapts to your needs. Its robust set of APIs integrates seamlessly with niche technologies, ensuring smooth collaboration with partners and third-party systems. Enjoy automated workflows, intuitive design tools, and responsive HTML5 technology for a consistent user experience across devices. MCP's ACE (Advanced Cognitive Engine) provides intelligent automation, high-quality analytics, and real-time insights, streamlining operations from origination to closing. Backed by Mortgage Cadence's industry expertise, MCP sets a new standard in mortgage lending, enhancing efficiency, compliance, and customer satisfaction.

Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.

LendingPad includes an effective CRM, paperless loan files, document management, pricing/eligibility engine, warehouse management and institutional investor deliveries. Simplified, intuitive screens to review critical loan information quickly and efficiently. Multi-user processing and real-time notifications to simultaneously update files. Paperless loan files with integrated document management. Connectivity options to a multitude of vendors and lenders to eliminate system redundancies. Secondary, funding and post closing functions with an unlimited number of users. Capability to perform banking functions and warehousing activities, Administration of third-party channels, and complete secondary tasks with institutional investors. Unparalleled enterprise API for synchronous and flexible data exchange. Single sign-on access to act as an extension of any client's existing back-office team.

Dramatically faster calculations improve turn times. Clear analysis reports eliminate time wasted debating income. Get all your underwriters using the same calculations. Ensure all income guidelines are followed. Comprehensive training and testing of underwriters for building up and quantifying knowledge. Don’t guess what your underwriters know, measure it. Blueprint is software to power your underwriting and processing teams. Unburden your team from remembering guidelines for multiple agencies. Never make a math error again. Much like personal tax software, Blueprint guides users through entering borrower income from tax returns, bank statements, and other documentation. Blueprint crunches all the numbers and gives you a clean report you can upload into your document system or LOS.

Get daily alerts when customers in your database are shopping for mortgages. Our periodic prescreen process notifies you when your client has improved their score and now meets your credit minimums. Our predictive algorithm identifies prospects that are likely in the market. Then our system produces and distributes a corporate, compliance-approved, highly responsive offer. Today's credit denials can be tomorrow's closings. With just a name and address you can monitor prospects with less-than-perfect credit for credit migration and be notified when they make the changes in their financial situation that bumps them up above your credit threshold. Our pre-mover algorithm tracks your customer's property address for events like real estate listings or for sales by owner postings. In many cases a pre-mover alert will trigger before an inquiry alert!

Working smarter is so much better than working harder. Closing deals is way more fun than losing them. Give your clients the experience they deserve. Give yourself a competitive advantage. Propel your mortgage brokerage business with BrokrBindr. BrokrBindr is a great value if you use merely as an alternative front-end to Filogix. No time-outs, easy to navigate, and the data is safely secured in an account you control (consistent with the consent given to you by each of your clients). You will continue to use Filogix to run your credit-pulls, and to submit completed applications to lenders, and BrokrBindr will make every step easier, faster and more consistently reliable. Preparing emails to request condition documents is probably taking you twenty minutes. Cut that to twenty seconds when you select a personalized, branded email template and which auto-generates the list of condition documents for you. Provide the personal touch. Impress clients with your professionalism.

Margill Loan Manager is a world-class loan servicing software designed to save time and increase accuracy. Trusted by leading companies in 38 countries worldwide, Margill Loan Manager offers tools for servicing simple and complex loans, mortgages, lines of credit, receivables, judgments, and leases, origination, automatic recomputation of fees, post-payments, fixed/variable interest rates, and more. This reduces accounting reporting time, calculation errors, and risk and bad debts.

We are a mortgage Point-Of-Sale system for the future. We help Loan Officers solve the most time-consuming activities they have. Loan officers use Pre-Approve Me can cut your time spent per file in half, eliminate weekend and evening phone calls for payment scenarios or Pre-Approval Letter requests, and attract new referral partners like nothing else in the market. Industry-leading smart 1003. Automatic, AI-powered, document request and management system. Loan Status updates and notifications. Automated Pre-Approval Letters. Custom branded mobile app. Co-Branded Realtor portals, apps, and notifications. We're not the only Mobile App provider out there, but we are the only ones to provide your borrowers with exactly what they need to complete in a single, sleek, modular interface. Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more.

Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.