Best Mortgage and Loans Software in the USA - Page 2

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.

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.

MORSERVw is a Windows or Web-based Mortgage Loan Servicing System. It was designed for commercial or residential loan management. This product is the next generation of reliable and dependable MORSERV that has serviced loans for many mortgage bankers since 1983. The system features Amortization Schedule Preparation, Investor Reporting, Tax, and Insurance Due Management Reports, Cash Receipts, Escrow Disbursements, Escrow Analysis, 1098's, History Statements, and many other features that are required by interim or long-term mortgage loan servicing organizations. The primary goal in the design and development of this software is to provide users with an easy-to-use, accurate and efficient system to handle their day-to-day record-keeping tasks and manage their own or multiple investor's loan portfolios. Unlike much of the servicing software available today, MORSERVw was designed from the beginning to run and operate in the Windows or Web environment.

SMS TitleExpress fully integrates title and settlement processes. Information flows seamlessly through order entry; HUD-1, Closing Disclosure or Settlement Statement preparation; policy production; check writing; escrow account reconciliation; and management reporting. SMS TitleExpress fully integrates the title and settlement processes, offering four flexible solutions, which allows you to select only the features you want and need. Choose from the Settlement solution, the title documents Production solution, the complete title and closing Professional solution, and the premium Enterprise solution with document scanning, custom management reporting, and online transaction management. All TitleExpress solutions are developed and supported by professionals with extensive title industry experience and are backed with the highest level of customer service and training.

Get a world class loan origination and servicing platform available to license for your lending business. We handle everything all in one place with lead acquisition, underwriting, origination, servicing and debt collection. Risk management, payment processing, metro2 reporting and so much more are all built in to our modular extensible platform. More than 65% of visitors to our client's sites are on mobile - that's why we designed the software for both borrowing clients and administrators to be mobile first with an incredibly feature filled client experience. Get in touch with us today or visit our website at: https://heliumloans.com/licensing/lending

Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.

Document generation platform for creation of PDF, HTML, JPG and Word documents from wide range of data-sources including Databases, Enterprise Applications, XML, Excel, JSON data. Supports all modes of document generation including on-demand, bulk, and interactive. Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template. A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates. The system auto-generates fillable forms from templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.

Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.

Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.

inflooens was founded in 2017 by a team of experienced professionals. Our founder saw an opportunity to innovate and improve the mortgage origination process based on his own experience working with a loan officer as a customer. Lack of transparency, tedious and lengthy process along with broken customer experience further solidified a need for a solution that fulfilled the expectations of stakeholders and their aspirations. Hence, for the past three years we have been building a next-generation, cloud-based, integrated mortgage platform with an aim to transform the entire customer experience in the mortgage market; and this is just the beginning. The world’s smartest inflooens Mortgage CRM is the first step towards a larger goal of delivering end-2-end solutions spanning across front office, middle office and back office functions of the mortgage industry.

Connect the entire mortgage technology ecosystem quickly and securely on a single platform, where all data and services become seamlessly interoperable. The Staircase platform untangles the integration issues that hold the mortgage industry back and enables end-to-end seamless automation. Automate custom workflows between all software. Instantly verify employment and income. Save time and labor by transforming PDFs into data. Instantly connect to any partner or system of record. Delegate finding best results and orchestration to us. Staircase is an API marketplace that allows for low code integrations and the orchestration of all technology providers in the US residential mortgage industry. We enable all parties throughout mortgage origination and servicing to easily communicate with zero friction. You can think of us as "AWS marketplace for mortgage". Staircase enables seamless integration and orchestration instead of trying to move the industry towards a single integration style.

Loanzify’s intake is unlike any other. From the interview style questionnaire to the user-friendly interface and borrower portal, the Borrower Journey isn’t just simple - it's clear, enjoyable, and customizable to your brand! Loanzify's attractive interview-style questionnaire uses simple instructions, visual prompts, and a progress bar to motivate borrowers to complete the mobile-optimized application with ease. Configure your intake with Loanzify’s simple yet powerful “if-this-then-that” automation. Add questions and drop-downs, hide fields, and edit text with just a click. Add your logo, customize the color scheme, change home screen and navigation, and edit the content to match the look and tone of your brand. Spanish 1003 also available.

LenderHomePage's collections of tools is a unified single-sign-on solution that makes managing your website, mobile app and all of your other client facing platforms a breeze. Your online brand starts with a website. Our turnkey and highly-customizable templates make it simple to build your professional brand online. With a user-friendly admin dashboard, you can create and maintain your site with ease. Loan officers, brokers and marketing pros love our templates. Our ready-to-use templates come with intuitively clear back-office, helping our clients customize and maintain their sites with ease. Book a live demo to chat with one of our website consultants and find out how we can enforce your brand online with a professional and attractive website. Calculate mortgage payments, explore loan options and walk clients through the home buying process. All-in-One mobile app with customized co-branding for you and your referral sources.

Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth. Homebot ensures you are the trusted advisor your clients can rely on to make informed decisions about the largest asset they may ever own, their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home.

Mortgage+Care by Consulting Plus is a cutting-edge loan servicing software solution for small, midsize, and large commercial lenders, nonprofits, banks, and economic development organizations. Available as a cloud-based or an on-premise solution, Mortgage+Care automates all aspects of the lending process and allows users to manage efficiently manage various types of loans, such as lines of credit, term loans, interest only, amortized loans, and fixed or step-rate loans. Key features include loan servicing, loan origination, trust accounting, investor support, collections, fund management, and reporting.

Looking for a way to simplify all of your MERS transactions? You can save valuable time while improving efficiency and productivity with eRAMP, a powerful and intuitive software solution. eRAMP is designed to be used with your existing Loan Origination System (LOS) by organizing your loan file data into a logical, easy-to-read set of screens. eRAMP simplifies all types of MERS functions. eRAMP makes working with loan files quick and easy with advanced filters and automated processes. Rather than searching for and installing a bunch of different tools, you can get all the MERS functionality you need in one solution. We’ll also provide all the ongoing support you need so that you can take advantage of all the features eRAMP has to offer. Manual data entry was once the only way to get MERS data from one point to another, but that’s no longer the case. The automated processes offered by our MERS transaction software will cut the busy work required by your staff significantly.

SharperLending LLC is the leading provider of financial services technology for the mortgage industry. SharperLending offers five secure, web-based technology platforms to lenders and strategic partners that increase efficiency, mitigate risk, and offer affordability: Appraisal Firewall, EPN settlement services platform, TVP income verification systems, XpertOnline credit reporting technology, and ReadyQual consumer pre-qualification and lead generation software. Old, legacy software systems are the norm in the AMC technology industry. If you’re tired of using outdated technology to service your clients’ appraisals, our modern, responsive AMC software can significantly improve your client relationships. It can also improve your bottom line. Appraisal Firewall® offers AMCs modern technology solutions enhanced on a monthly basis to better connect you with your clients. Achieve a superior level of customer service for each client, faster reviews, instant online collaboration, etc

Lendesk enables mortgage professionals with a complete end to end digital mortgage solution, the best of its kind in the Mortgage industry. Lender Spotlight is the most complete and accurate database of rates and policies for the productive mortgage broker. Lender Spotlight is most effective when used through Finmo, a digital mortgage platform. Sign up for Finmo to access Lender Spotlight Platinum. Finmo and Lender Spotlight's integration creates a faster end-to-end digital mortgage experience. Through the Lender Spotlight integration, when working your deal in Finmo, you can now be suggested specific lenders that meet your application criteria, and see specific lender's policies before submitting to them. From leading financial institutions and innovation hubs, to industry associations and technology providers, the common thread among all our relationships is the same high standards for security and excellence.

Founded in 2004, axefinance is a global market-leading software provider focused on credit risk automation for lenders looking to provide an efficient, competitive, and seamless omnichannel financing journey for all client segments (FI, Retail, Commercial, and Corporate.) Axe Credit Portal - ACP- is axefinance’s future-proof AI-driven solution to digitalize the loan process from KYC to servicing, available as a locally hosted or cloud-based software. axefinance is a trusted partner of respected global financial institutions such as Société Générale, Al Rajhi Bank, First Abudhabi Bank, Bangkok Bank Limited, Vietcombank, Vietnam International Bank, and Fidelity Bank. As a focused provider, axefinance can adjust to ever-changing customer needs to ensure tailored ACP implementation, specific integration thanks to ACP’s Open APIs infrastructure, and high-quality customer service.

Made for commercial banks and commercial lenders, BankPoint seamlessly overlays your core banking system with a simple, user-friendly solution that will dramatically improve and simplify the way your institution operates. Learn why forward-thinking financial institutions are adopting BankPoint to improve areas including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and more.

Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform. No available enterprise featured technology that scales and grows with your business at low cost. Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management. Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you.

Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications.Capital and interest movements, accrued interest entries, forex revaluation gains and losses, long/short term loans are all accounted automatically as per IFRS or GAAP requirements and according to pre-defined flexible accounting rules. Loan transactions are processed straight through to the back office across all accounting ledgers and sub-ledgers. Easily produce ad-hoc and automated reports such as loan simulation reports, loan schedule reports, loan statement reports, loan redemption reports, etc.

Included with the loan modification software and short sale software platform is a complete library set of industry forms for loss mitigation that auto-populate dynamically in the software like HAMP RMA, 710 Form, lender loan modification packages, 4506-T, Hardship Affidavits, 3rd party authorizations, custom loan modification proposals, custom offers/proposals, and more. Many law firms that specialize in foreclosure defense need a software system that can keep track of the ongoing case updates among the whole staff. Our foreclosure defense software will auto-generate legal docs like retainer agreements, motions, and all the industry specific forms. The built in calendar helps store all the critical court dates, filing dates, sale dates, etc... that the whole staff needs to be aware of. Since Bankruptcy is a popular tool in loss mitigation strategies, we have added the necessary fields to process and track bankruptcy files, like the income, expense, and liability worksheets.

The calculators found here are the result of 35 plus years of feedback from the users who have taken their time to comment and offer suggestions. To those users, thank you! For new users, you benefit from full-featured calculators that have date accurate results. You don't need to settle for "estimates" like other websites promise you. Added 366 days-per-year option. This setting impacts interest calculations when you set compounding frequency to a day-based frequency (daily, exact/simple or continuous) or when there are odd days caused by an initial irregular length period. The 366 days in year option applies to leap years, otherwise, the interest calculation uses 365 days. By not automatically recalculating the payment (for example) when the mortgage amount changes, this calculator lets those users create a payment schedule with whatever payment amount they want.

Lending Pro Software is an affordable, easy to use, loan management software that can handle the most complex loans out there. With Lending Pro Software, you will have all the necessary tools required to properly manage and track loan activity. We have been proudly meeting our lending customers' needs since 1998. Request a free demo today and let the software speak for itself! Manage millions of loan accounts at once. Once your loan accounts have been set up within the software, you will be able to easily track the progress of each of your loans and keep your customers informed as well. Tackle the most complex types of loans. Whether it's a simple interest or daily interest loan, and whether you receive payments weekly or monthly, the calculations are always accurate. Our software can handle a variety of different applications including partial payments, late fees, escrow accounts, and amortization schedules.

The EyeOnMyLoan Staff has been busy making improvements and additions to keep this product the top loan status communications tool. We hope you like the fresh new look, new features, and renewed focus on providing you with a unique email marketing opportunity. EyeOnMyLoan is a unique software developed to help save Mortgage Brokers and Loan Officers valuable time. With quick and easy features like email updates, an online repository for key documents and communication notes for all parties involved, you will have the ability to communicate all phases of the loan process to everyone involved. Add the ability of a customized site and email and you have a unique marketing solution that will set you apart for the competition. Streamline your business. Catapult to the next level. Available Packages to suit your business needs. Loved the daily e-mail communication.

Intelli-Mine Inc. is a leading provider of data and analytics solutions that facilitate the entire life cycle of mortgage loan. We accomplish this by leveraging best-in-breed technologies. At the forefront of our product suite is artificial intelligence, or AI, which includes machine learning (ML), deep learning (DL), and neural networks for our models along with the business intelligence toolset. Intelli-Mine is committed to providing clients with best-in-class insights and lead them to make confident decisions. We help clients achieve their strategic goals – improving personal/process efficiencies, lowering costs, increasing volume, managing by exceptions and support the audit and compliance functions. We partner with you on the DATA 2 DECISION journey. Intelli-Mine's solution pulls data from all these siloed locations and provides a centralized analytical hub that provides your organization advanced decision making capabilities.

Transformative technology by Constellation Mortgage Solutions brings NOVA LOS to the LOS market, introduced at the end of 2022. CMS plans to migrate all current customers from Mortgage Builder LOS to NOVA LOS in the coming months, with a planned completion in early 2025. We are excited to upgrade our platform to offer our new solution bringing lenders the best mortgage tech in the industry without a full solution rewrite, no need for a new implementation, and without disruption to our partner integrations. Constellation Mortgage Solutions (CMS) NOVA LOS sets the gold standard in mortgage originations as one of the few platforms in the market that is a cloud-hosted, browser-based, enterprise LOS platform experience for lenders. Launched in 2022, NOVA LOS is an innovative enterprise software solution designed to provide greater ROI by providing expanding mortgage origination functionality that would be considered optional add-on fees by our competitors.