Alternatives to DrawTrak
Compare DrawTrak alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DrawTrak in 2026. Compare features, ratings, user reviews, pricing, and more from DrawTrak competitors and alternatives in order to make an informed decision for your business.
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1
Mortgage Automator
Mortgage Automator
Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. -
2
Peach Finance
Peach Finance
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. -
3
LoanAssistant
Integrated Accounting Solutions
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.Starting Price: $999 -
4
CREDITONLINE
CREDITONLINE
CREDITONLINE is a comprehensive loan management software designed to seamlessly connect and integrate all stakeholders within an advanced lending ecosystem. Developed in collaboration with software experts and fintech professionals boasting over 17 years of industry experience, our solution is tailored specifically for financial institutions, alternative lenders, retailers, and other key market players. Our innovative lending technology, coupled with strategic partnerships, enables businesses to efficiently and affordably expand their service offerings and client base. Whether you're aiming to scale operations or refresh your existing business model, CREDITONLINE supports dynamic growth at every stage of your company's lifecycle. Ideal for optimizing various financial services, CREDITONLINE excels in Loan Origination, Leasing, Refinancing, Factoring, Lines of Credit, P2P Lending, Crowdfunding, and Marketplace solutions. -
5
Rabbet
Rabbet
Whether you are a real estate developer, construction lender, equity partner, or service provider, Rabbet makes managing project finances easy. Centralize, standardize and monitor construction finances. Industry leaders use Rabbet to manage construction finances, draws, and documents across billions of dollars in commercial real estate. Spend less time digging through emails, spreadsheets and documents. View critical information in one place. Proactive error detection automatically alerts you to incorrect data, missing documents or compliance violations. By centralizing all your documents, data, and workflows you gain instant visibility into the status of every project. Efficiently review draw requests, monitor construction loans and analyze data across your entire portfolio. Manage construction finances for every project from one place and always know where projects stand. -
6
OmTrak
WebFM
The best end to end solution for construction management. OmTrak is cloud software designed by construction industry experts. The software is easy to use and contains tools to manage a construction project from the earliest planning stages to final handover. Owners, architects, builders and facility managers can easily collaborate for greater efficiency. Used on multi million dollar construction projects by some of the world’s leading; Construction Firms Government Departments Defence Departments Major Education Providers Commercial & Retail Facilities We’d love to show you how OmTrak will streamline your project with tools to manage, documents, defects, operations manuals, tasks, maintenance and more.Starting Price: Custom -
7
Construction Lending For Windows
Weston & Muir
Construction Lending for Windows (CL4W) is a construction loan project management and fund control system designed to meet the needs of most construction lenders. The capabilities of CL4W equal or exceed other systems that cost much more. This system is easy to learn and use. Operations and reports are selected from pull-down menus and speed buttons. Payees can be found by name, even if misspelled. It’s easy to get the information you need using our point-and-select record selection method. Reduce fund control accounting problems while providing better service. You can have up-to-date information and respond to voucher requests and inspection demands. Employs a Client-Server SQL database that provides the highest level of data integrity, low license fees, and has very low maintenance requirements. This is a real client-server database that performs most of the application processing on the server. -
8
Built
Built Technologies
Built empowers the entire construction finance ecosystem with the tools they need to make better lending and spending decisions. Increase efficiency, streamline processes and improve construction payments. Gain real-time visibility into your construction portfolio while simplifying the complex loan administration process. Built’s collaborative platform accelerates the movement of money into projects by eliminating siloed systems and manual processes. Mitigate risk and maximize productivity, all while increasing job revenue. Built’s product and services for construction power smarter financial decisions that accelerate processes to expedite builds. Built is trusted by 150+ North American lenders and thousands of general and specialty contractors as they work to transform the communities around us. The numbers don’t lie! -
9
AccuDraw
Construction Monitoring Systems
Simple and Flexible. AccuDraw is easy to learn and use. No two lenders are the same, commercial or residential, large or small, over the past 15 years we have built a flexible system that has everything you need to do it your way. We are constantly improving and upgrading AccuDraw to give you and your clients the most flexible and secure experience. Our engineers will even customize your screens and reports to your exacting specifications. AccuDraw provides your Builders, Borrowers, Inspectors (and others you choose) the ability to submit draws, inspections, pictures and documents using our Web Portal. You have total control of who has access and you manage the flow of information for each draw, no more double entry, everyone is in sync. We provide the ability to batch process your daily draw transactions, interest reserve payments, and other fees. We can receive information from your loan origination platform too. -
10
Sitewire
Sitewire
Sitewire is a comprehensive construction finance platform designed to streamline the management of construction draws for lenders and institutional asset managers. By integrating AI, real-time visual media, financial tracking, and expert input, Sitewire enables same-day virtual draw inspections verified by general contractors, 360° real-time budget management, and continuous progress monitoring from start to finish. The platform offers features such as pre-close virtual walkthroughs, construction site health checks, draw insurance and loss protection, and efficient payments and reconciliation processes. Sitewire's offline-capable mobile apps for Apple and Android devices facilitate data collection in any environment, ensuring seamless operation even without internet connectivity. The platform's secure API allows for easy integration with loan origination systems and asset management systems, promoting efficient information exchange.Starting Price: Free -
11
Shaw Systems
Shaw Systems Associates
For over fifty years, Shaw Systems has been the leading provider of loan servicing solutions. Unlike other software companies, we have always focused solely on servicing. This focus allowed us to create the most in-depth loan servicing software on the market. The modern lending landscape can be complex and challenging to navigate. Auto finance leaders, banks, captive finance companies, credit unions, fintech lenders, wholesale lenders, commercial finance, and specialty lenders all use our loan management system to manage those challenges. Shaw Systems gives these lenders an advantage servicing their customers with advanced automation, technology, and integration with value-added industry partners. -
12
Vertex BD
Argos Systems
Vertex BD is a BIM software for medium to large sized residential builders. Architectural and structural drawing sets, fabrication drawings, material reports, manufacturing data, and marketing renderings are generated all from one building model. Vertex BD automates the process of generating lot specific drawing sets, saving production home builders countless hours of having to recreate drawings for each customer's choice of house options. Vertex BD is primarily used as panel prefab software by component manufacturers and panelizers to automate the process of generating wall and floor panel fabrication drawings, structural layouts, cut lists, and other material reports. By automating these processes, manufacturers are saving a considerable amount of design, drafting and estimation time while minimizing errors at the construction site. Available for wood and cold-formed steel construction.Starting Price: $380 per month -
13
finPOWER Connect
Intersoft Systems
Drawing on over 35 years of experience in developing systems for the finance market and feedback from over 400 users around the world, finPOWER Connect from Intersoft Systems, offers a new way of thinking, a new level of design standard and a new platform to drive your business forward. finPOWER Connect includes a core family of modules and many add-ons to provide a flexible Account Management System that provides effective and profitable management of your ledger through the entire life cycle of your Accounts. For Lenders, whether you offer Personal Loans, Payday Loans, Small Amount Credit Contracts (SACC), Medium Amount Credit Contracts (MACC), No Interest Loans (NILs), Revolving Credit facilities, Asset finance or Commercial Loans finPOWER Connect can be configured and customized to your specific requirements to reflect your unique position in the market.Starting Price: $5000.00/one-time -
14
Vergent
Vergent Loan Management
The most comprehensive lending solution on the market, covering the entire loan cycle, from loan origination to servicing, customized to your industry and suitable for any kind of loan product. Custom loan modules; robust reporting; integrated partner features; retail, dealer and customer portals; and the compliance tools you need to lend confidently. Vergent is your Fintech partner, offering the cloud-based, SaaS technology and great service you need to succeed in your business and giving you the edge you need to keep your customer relationships safe from competitors. Vergent was founded and is managed by former lenders. Our team has the operational expertise required to satisfy our lender clients. We know the challenges and we built this company to solve them. From startups to large enterprises, including an international digital leader, we offer the most scalable lending management solution available on the market. How well does it work? Ask our clients. -
15
iLend
QuikDraw
Self-Serve Borrower Portal Online real-time borrower portal enables borrowers to self-manage their loans directly from their mobile smartphone or any web browser. Now you can offer better customer service while decreasing your labor costs! Fully automated system calculates all loan fees, supports multiple loan types including payday, installment, title, payment plans and refinances. Borrower Portal fully customized with lenders logo, look and feel to help build brand awareness and customer loyalty. All disclosures, EFT, and applications signed by e-signature. Digital notary option ensures complete esign act compliance. Complete Online Loan Lifecycle Management Turn-key internet storefront package includes websites, email, online marketing, and integration to store database. Everything you need to go online New QuikDraw API allows easy integration to the 3rd party and customer in-house database. Underwriting module allows easy underwriting via numerous 3rd party credit bureaus.Starting Price: $249 per month -
16
HES LoanBox
HES FinTech
HES LoanBox is a modular lending software platform designed to streamline digital loan origination, automate underwriting, and simplify end-to-end loan management for modern financial institutions. It enables lenders to offer white-label online applications, branded mobile apps, and a seamless borrower experience across devices. Through integrated KYC, biometric verification, and automated scoring, LoanBox accelerates approvals while ensuring high levels of security and compliance. Borrowers can apply for loans, track application status, upload documents, and manage active loans from a unified portal. Meanwhile, back-office teams gain an all-in-one environment for managing workflows, collections, borrower profiles, and credit products. With AI-powered scoring, automated reporting, configurable loans, and flexible integrations, HES LoanBox helps lenders reduce operational costs, improve decision accuracy, and achieve faster ROI. -
17
Mortgage+Care
Consulting Plus
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. -
18
AllCloud Enterprise (ACE)
AllCloud Enterprise Solutions
AllCloud is a Unified Lending Technology platform which offers a comprehensive solution that brings together various aspects of lending, such as loan origination, management, and collections, into a single platform. It enables lenders to process loans faster, more securely, and with greater accuracy, providing an exceptional user experience for both borrowers and lenders. One of the main benefits of Unified Lending Technology is its ability to quicken go-to-market. It allows businesses to configure credit products with a few clicks and meet every customer need, making it possible with numerous integrations and a super solid low-code platform. By reducing the time required to launch new products, unified lending technology provides businesses with a competitive edge. Another advantage of Unified Lending Technology is its strong security and compliance features. The technology employs the best cloud infrastructure to make sure data is bank-grade secure and inherently compliant. Wit -
19
timveroOS
timveroOS
An end-to-end loan management software for digital lenders with a stunning level of SDK-powered flexibility and robust analytics on top of that. It offers a cutting-edge lending solution for banks that integrates all processes into a single workflow to easily build, limitlessly customize, and continuously scale lending business. Our software for loan management is equipped with an advanced AI-powered analytics framework to enable banks to create better risk models, underwriting strategies, products, and marketing campaigns, in a fast and fully controlled way. The data layer includes 90+ ready-to-use data providers and allows new connections in a matter of minutes. These analytics tools and in-built financial engineering/cashflow engine allow lenders to make 12x faster executive business decisions and increase profits per loan by 13% on an annual basis. Enhance banking efficiency by running profound analytics on top of automated operations.Starting Price: 2500 -
20
Kwik-Loan
Emphasys
Kwik Loan Loan Servicing and Origination solution is easy-to-use providing a comprehensive secure platform for all your loan servicing needs, with the ability provide complete loan portfolio management, reporting, document management, and much more! Enables lenders to streamline the loan servicing and debt collection processes. This powerful servicing software allows lenders to create and manage loans for their customers with integrated billing and payment features. Easily automate and manage the servicing of your loans with features such as TILA generation, ACH processing (debits, credits, and exceptions), payment reminders, ROI tracking & real-time financial reporting. Equip with Kwik Decision integration providing a loan underwriting module that can make credit decisions electronically. Loan originators can use a standard scoring module or design a customized solution with the assistance of one of our credit specialists.Click edit button to change this text.Starting Price: $95 per month -
21
Covarity Solution
Covarity
A leader in post-origination commercial loan monitoring and analysis solutions, Covarity helps working capital lenders monitor and improve their commercial loan portfolio’s health and performance. By streamlining, standardizing and automating the collection and analysis of borrower financial information, Covarity offers a complete platform to profitably grow customers’ businesses while maintaining a 360° view of their portfolios. Covarity can monitor small to large commercial loan portfolios requiring frequent and detailed reviews of collateral and financials. By providing the insight and control that lenders need to profitably grow their portfolios, Covarity enables lenders to enjoy improved competitiveness, lower costs, and richer client experiences. Take control of your credit risk exposure with our new module which will help facilitate the retrieval of crop and livestock information from your borrowers. -
22
LendFoundry
Sigma Infosolutions
An award-winning SaaS platform, LendFoundry offers tools and accelerators to lenders to manage digital lending lifecycle. LendFoundry Loan Management System offers Loan Origination System and Loan Servicing System, and additional new-age features around customer management, compliance reporting, authentication, security, AI-powered credit scoring and marketing. Our SaaS model minimizes the upfront, startup cost, while the AI-enabled platform identifies priority accounts, creates risk profiles, and recommends interest rates to optimize your margins. It acts as a self-service portal to your customers offering them a single view into their loans, payments and statements. Possible to implement entire solution or just the pieces that make sense for business. Flexible enough to completely automate underwriting or configuring back-office workflows for manual verification processes. A simple, intuitive and ‘eye-pleasing’ interface to log all activities. -
23
PlanoTrak
PlanoTrak
PlanoTrak is an all-in-one operating system for construction teams, built for owners, project managers, foremen, and field workers. Upload PDF plans and pin tasks, issues, and photos to exact positions on the drawing. Run industry-standard RFI and punch list workflows, capture daily reports, safety checklists, and site photos, and keep everything tied to the right project. On the financial side, track income, expenses, invoices, and budgets per project, with overrun alerts, charts, and accountant-ready exports. An AI assistant answers project questions, suggests tasks, and auto-categorizes scanned receipts, while voice input lets crews log expenses and notes hands-free. PlanoTrak works across iPhone, iPad, Android, Apple Watch, the Mac app, the Microsoft Store, and the web — with offline support and real-time sync. A separate invite-based worker portal lets crews clock in/out and complete assigned tasks without exposing the full management interface.Starting Price: $9.99/month/user -
24
Tuo
Tuo
Tuo is a Lending-as-a-Service (LaaS) platform that provides the essential infrastructure, workflows, and integrations needed to launch, manage, and scale digital lending products quickly without building complex backend systems from scratch. It centralizes and automates key lending functions, including underwriting, compliance management, loan servicing, risk modeling, and collections, so financial innovators and non-licensed lenders can focus on customer acquisition and growth rather than operational complexity. It connects with a network of financial institutions and trusted data providers to handle regulatory requirements and support real-time identity verification, credit reporting, and account data aggregation. Tuo’s customizable interface lets lenders tailor underwriting rules, risk profiles, borrower experiences, dashboards, and workflows to match unique business strategies while simplifying borrower interactions on web and mobile. -
25
Mainlend
Mainlend
Mainlend is a company delivering comprehensive software that streamlines the lending process from application to financing and finally loan servicing. There are two major systems, Loan origination and Loan Management, that are powered by an automated decision engine and loan product builder. All in one offer best-in-class experience for the clients. Loan origination is backed by up-to-date CRM, configurable workflow, built-in decision automation, applications & documents management, open API and other features. Clients have complete control over Platform configuration, the system enables to set up lending products, origination process workflow and even required data structure. Loan management system provides following options: configure organizational structure, manage accounts & loans, build reports to effectively control the operating costs and withstand the non-stop competition on the market. -
26
Lendstream
Lendstream
Lendstream is the result of many years of intensive research, development and use. It supports the full chain of lending or loan brokerage services. It is data rich, flexible in control and powerful in analytics. Suitable for SME, Consumer, Mortgage, p2p lending, crowdfunding. Facilitate loan origination process from leads to funding via role-based automated and controlled workflow process. Employ built-in CRM system and forecasting tools for better customer service, loan monitoring and customer default prevention. Help your customers to choose the best loan option. Use web & mobile applications for borrower identification and credibility verification, notify lenders, control bidding process, facilitate the closing process. Several business entities can use one, integrated system that is easy to deploy and/or migrate to from legacy software. Built-in support of Multi-currency & languages allows international scaling.Starting Price: $99 per user -
27
SYNDi Loan Manager
IndusFlow Systems
SYNDi Loan Manager is a powerful software package that streamlines every function in loan administration. Once you set up the loan, SYNDi takes over. It funds the loan, bills the borrower, receives payments, and continues the loan life cycle until the loan is renewed or discharged. SYNDi Loan Manager services loans funded by a single lender. It is typically used by finance and leasing companies, credit unions and private lenders. When a loan is set up and funded, loan installments and monthly payments are calculated until the loan is paid off. The system can generate reports, track missed payments, process returned checks, and creates journal entries to be exported to your accounting system. You may also link mortgage loans to real estate properties and calculate Loan-To-Value Ratios. SYNDi Loan Manager can be used as a stand-alone application or a multi-user application. SYNDi Loan Manager can be integrated with your existing Sage 300 ERP (Accpac) system.Starting Price: $5000.00/one-time/user -
28
Lending Manager
CloudMaven, Inc
Lending Manager is an AI-powered loan origination and servicing solution designed to simplify the lending process for lenders, brokers, and financial institutions. Built on the robust Salesforce platform, it automates application intake, underwriting, risk assessment, and compliance. With over 175 API integrations and seamless third-party connections, it enables fast, secure, and data-driven lending decisions. Reduce manual effort, cut costs, and enhance borrower experience—all in one place.Starting Price: $75/month/user -
29
Inovatec
Inovatec Systems
Inovatec Systems Corporation’s proven cloud-based loan origination and loan management solutions improve business outcomes for lenders in the automotive, power sports equipment, and other industries across North America. Inovatec’s uniquely flexible platform empowers lenders to satisfy fast-changing customer requirements, increase revenue, reduce operating costs, and improve customer experiences-all through an intuitive, easy-to-configure and manage interface. -
30
DownHome Loan Manager
DownHome Solutions
DownHome Loan Manager (DLM) is loan-tracking software created expressly for not-for-profit community lenders. We know how important it is to focus your energies on your borrowers, so we designed DLM to simplify the business side of your client relationships. DLM makes it easy to manage your loan accounts, communicate with your clients, and report to your funders. DownHome Loan Manager is powerful, flexible, and easy to use. The core system covers all the essentials, and add-on modules are available for specialized needs. DLM makes posting loan payments a snap, automatically calculating interest, principal and fees. It keeps track of all payments and charges and includes this information on monthly bills to borrowers. The core system easily accommodates changes in loan terms, as well as non-standard payments, work-outs, restructures, etc.Starting Price: $100 per month -
31
The Loan Navigator
The Loan Navigator
Excessive lender analysis of borrower’s concept with limited analysis of borrower’s financial information. Over-reliance on projected net income instead of historical net income. Lack of follow-up process after loan closing to ensure receipt of all loan documentation. On Approval and Funding Upload The Loan Application to document systems like such as LaserPro from Harland Financial Services. Identify Volumes and Responsibility of Outstanding Loan Documentation Exceptions at a Glance. Loan Comment Review provides clear history of interactions in loan processing to provide valuable protection against disputes. Produce Custom Reports and Documents in a shared environment to promote a highly team oriented work flow. -
32
Land Gorilla
Land Gorilla
When it comes to managing safe, fast and profitable construction loans, experience matters. Land Gorilla is the only construction finance software provider that uses our own technology every day to manage construction loans. We innovate dramatically faster than ordinary software developers, providing our customers first access to industry-leading technology advancements. Be the first with game-changing product experiences to delight your customers and drive down the cost of managing construction loans.Starting Price: $250 one-time payment -
33
Lendisoft LMS
Lendisoft
Our software supports the Potential Delinquency method of collecting, known by enterprise-lenders to improve month-end collections by as much as 30%. We use Net Balance at Risk (NBAR) as the basis for assigning risk grades (A-E) to every active loan, powered by six scoring models under the hood. Our software calculates the best time to contact a borrower for each available phone number based on previous activity. Increase your right-party-contacts and minimize call attempts on your portfolio. Our smart work queues adjust each agent’s worklists using intelligent sorting algorithms. For example, if a customer broke their promise to pay yesterday, the account will show up at the top of the list. Since our software assigns a risk grade to every loan, you can assign the toughest accounts to your superstar collectors. Our reporting package will help you identify your best collectors. Our software will suggest the next best course of action based on account stage and borrower response rate. -
34
Tavant Touchless
Tavant
Tavant’s Touchless® is an AI-powered lending platform designed to automate and streamline mortgage loan processing. It eliminates manual tasks by using automation for document handling, credit evaluation, income verification, and underwriting decisions. The platform helps lenders accelerate loan approvals while improving accuracy and reducing operational risks. Touchless® enables faster decision-making by analyzing multiple data sources and applying intelligent workflows. It also reduces costs significantly by minimizing manual intervention and increasing efficiency. The solution enhances the borrower experience by enabling quicker, more convenient mortgage processes. By modernizing lending operations, Touchless® helps financial institutions scale and improve overall performance. -
35
LOAN SERVICING SOFT
LOAN SERVICING SOFT
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.Starting Price: $500 month -
36
Applied LMS
Applied-Ai
Revolutionize lending with Applied LMS, a cloud-based loan servicing platform. Tailor-made for loan agencies, the platform simplifies every stage of the loan process, from seamless customer onboarding to efficient loan processing and servicing. With integrated collections and comprehensive reporting features, managing your loans has never been easier. Its embedded ticketing support module and interactive chat ensure constant engagement, providing your customers with first-class support and service.Starting Price: $800 -
37
PD-Trak
PD-Trak Solutions
PD-Trak is an idea, project and portfolio management system that is optimized to manage product development projects using a stage/phase-gate process. It is a highly scalable, cost effective solution for small start-ups and large multi-national corporations. PD-Trak combines the accessibility of a web application with the power and familiarity of Excel, PowerPoint and MS Project (use of MS Office tools optional). PD-Trak Solutions offers consulting and training services related to PPM and stage/phase-gate. -
38
TrakCare
InterSystems
If you could reimagine care, what would you do to improve the experience for patients, improve the workplace for clinicians, and create a sustainable future for your organization? Healthcare needs transformation. Begin with InterSystems TrakCare. Transforming Care The TrakCare unified healthcare information system is for organizations that want to make a difference in care by transforming care delivery and the patient experience. It is for organizations that are serious about digital transformation. TrakCare provides clinical, administrative, and financial information as a single source of truth for each patient in one electronic patient record. Built-in integration technology keeps it up to date with data from across your organization. Easier access to the information that matters. TrakCare’s clear presentation of clinically relevant information, powerful clinical decision-support capabilities, and insightful analytics and reporting enable its users to make informed decisions. -
39
The Loan Office
Applied Business Software
The Loan Office is an affordable loan servicing software solution specifically designed for small lenders. Simple and easy to use, The Loan Office provides seamless QuickBooks and Microsoft Office integrations and built-in document scanning, recurring and event-driven reminders, track loan charges and advances, email statements and notices, unearned discounts, incremental funding, track insurance and senior liens, conversation log, unlimited user-defined fields, and much more. By using The Loan Office, users can service their own loans and/or service loans on behalf of others.Starting Price: $249.00/month -
40
Chief Architect
Chief Architect
Chief Architect software brings home design projects to life. Automated building tools for home design, interior design, and kitchen & bath design make it easy to create construction drawings, elevations, CAD details, and 3D models. Download a trial and see why Chief Architect is the best residential home design software for architects, home builders, and remodeling professionals. Chief Architect software is the professional tool of choice for architects, home builders, remodelers, and interior designers. Smart building technology makes it easy to create construction drawings, floor plans, elevations, 3D renderings, and 360 panoramic renderings. Chief Architect's software is purpose‑built for residential design with building tools that can automatically generate roofs, foundations, framing, and dimensions. As you draw walls, windows, and doors, the program simultaneously creates a 3D model. -
41
JMB Lending
JMB Lending
JMBLENDING will help individual lenders and lending companies to manage their business anytime, anywhere. Keep on track of your business anywhere and anytime. Create accounts of your branches, admins, employees and collectors. View a complete summary of your Collection, Loan, Expenses and Income Reports. Avoid lapse for the system will only run your inputs. Generate fast reports with accounting formula, hassle-free. One-click report and one-click print. Dynamic reports for your different branches and areas. Organize your employees in different Branches with different Areas. Set up their Accounts that differ their privileges in the company. Start your own Business with trusted lending system and secured database. Organize your employees in different Branches with different Areas. Set up their Accounts that differ their privileges in the company.Starting Price: $15 per month -
42
Project Manager GCT
Corporate Niche
Built within are all the functions & reports you need to create accurate cost estimates, work schedules & tracking, subcontractor's payables, estimate vs actual material & labor comparisions, activity tracking, pictures linked to your activities, draw requests, changeorders, invoicing, liability agreements & professional lending loan packages. All construction items & specific activities are easily expandable & customizable to accomidate your area or needs giving you the flexibility your look for in your every day to day operations. -
43
OpenClose
OpenClose
Whether you close 50 loans per month or 5,000, our LOS and its native mobile app allow your Loan Officers to enhance efficiencies and reduce costs. With OpenClose, you’ll open smarter and close faster! The OpenClose LOS, LenderAssist™, solves the challenges banks, credit unions and mortgage lenders have with today’s other commercially available loan origination systems. The result? More and more banks, credit unions and mortgage lenders are turning to OpenClose than ever before. OpenClose understands that you operate your mortgage business in a profit-pinched, regulatory-intense environment and that you need a mortgage LOS that helps you address these challenges and surpass expected ROI. That’s why we designed our software as a 100% browser-based, end-to-end, omnichannel solution that: -
44
StageTrak Product Management
MindMatters Technologies
StageTrak – Designed to increase speed-to-market and enhance the ROI of your new product development program. StageTrak is a Best Practice New Product Development Solution that utilizes the best aspects of software solutions such as project, process, document, collaboration, and portfolio management tools, then combines these time-saving features with the data collection and calculation capabilities of spreadsheets to create a very powerful but easy-to-use new product development solution. With StageTrak, team members can easily access, manage and collaborate on the stages and tasks of their new product development projects, and managers can instantly access progress and portfolio reports from any web-enabled computer. If you don’t have an existing phase gate style process, MindMatters team of professional new product development experts can help you create and implement a new product development process designed specifically for your business. -
45
Precision LM
SS&C Technologies
In today's competitive environment, commercial lenders are looking for ways to increase efficiency in the loan process, improve profitability and control risk. Precision LM is a single database application that provides comprehensive commercial loan management from initial request to final disposition. Precision LM improves your results by managing all aspects of your loan process, pre-qualifying loan requests, processing applications, commitment processing, loan disposition, servicing and accounting, with a single database application. Streamline originations, the origination component shortens decision and closing timelines while ensuring consistency in underwriting approaches. Simplify servicing: The servicer component supports a fully integrated contact management system, reduces risk with tracking of portfolio and relationship exposures, and decreases servicing costs per loan while expanding servicing capability without extra staff. -
46
People-Trak HRIS Suite
Technical Difference
People-Trak develops Human Resources Software to help HR professionals manage their employees and HR strategy effectively and efficiently. People-Trak has been a Human Resource Information System (HRIS) leader for over 13 years. Private, Government, & Nonprofit organizations of all sizes use People-Trak because of its comprehensive HR Software features and low price. People-Trak can use a variety of database platforms including MS Access, SQL Server, MSDE and Oracle. Human Resources software offers all the advantages of centralized data: easy lookup, easy reporting, easy maintenance. You won't wonder where your data is, because People-Trak makes it easy to find what you're looking for the moment you need it. -
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Lending Pro Software
Lending Pro Software
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.Starting Price: $495 one-time payment -
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Gestalt
Gestalt
Gestalt is an out-of-the-box data warehouse specifically for lenders. We are founders and lending veterans who have been watching lenders spend money to attempt to solve the same problem - a centralized, robust data warehouse as a single source of truth for ALL of their data coming from disparate systems. The premise is solving the problem once - and for all lenders - therefore saving significant time and headache upfront and ongoing, along with providing a better product to help make the lender more successful. They have seen that every lender is doing the same work and incurring cost and time for something that can be out-of-the-box while still allowing the special cases by lender. We have a passion for using this source of truth to help lenders across compliance, bank reporting, and other critical areas where having a third party "certify" the information could be useful. -
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LoanCirrus
LoanCirrus
Automation doesn't have to be impersonal. Smart automation gives you more time to provide service that's more personal, where it matters most. LoanCirrus helps you manage and run each aspect of your lending business. Full spectrum automation — customer onboarding & compliance, application processing, loan servicing, collecting repayments and providing analyses and reporting for betterment. Create unique lending products from multiple interest calculation methods. An experienced team takes you from ideation to implementation. This was always the goal. Some lost their way. LoanCirrus gets you back on track. Integrate with external agencies for KYC, AML and other compliance needs. Automate documents natively or integrate with others.Starting Price: $29.99 per month -
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defi SOLUTIONS
defi SOLUTIONS
Defi SOLUTIONS offers an intuitive and innovative Loan Origination Software (LOS) that enables lenders of all sizes meet client and business needs. A fully web-based, scalable, and reliable solution, defi SOLUTIONS LOS has everything lenders need to streamline processes, from app entry to booking and funding, plus the ability to adjust rules and processes on demand.