FirstClose Integrations

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From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.

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.

Use title data and insights to convert borrowers seconds after a home equity application is placed and know which opportunities can be fast-tracked to a 5-day or less closing. Use title data to understand the viable loss mitigation strategies available to you as the servicer, and your borrower, as early as the 30-day delinquency mark. Receive the report in under a minute. Think of a verification of employment or income. Flueid’s data-driven VOT solutions streamline the complete mortgage lending, title & closing, servicing & secondary markets processes. Fueled by our leading Flueid Decision platform, our VOT products make key title data and intelligence accessible during critical decision-making steps in a real estate transaction. This eliminates silos between title and closing and other workflows for a streamlined consumer experience. Our VOT products are purpose-built for every team. An easy-to-use workflow tool, they provide you with a title clearance decision.

Pair the administrative control you want with the security you need. Offering a single, centralized database, PointCentral lets your staff work on individual components of a single file while maintaining data integrity. Pre-built and customizable compliance rules help you meet federal regulations. Give employees access to centralized files and templates, regardless of location. Maintain file integrity, even when multiple users have access to the same files. We offer two great options to host PointCentral. Craft flexible, granular rules that complement your business practices and processes. You can configure access rights for multiple locations, users, and user roles. Decrease the potential for errors with customized trigger warnings and compliance rules. Increase loan quality while preventing unauthorized changes across multiple locations. Automatic file synchronization ensures that files are locked on the server when downloaded and removed from users’ local workstations when uploaded.

Process claims faster, lower your risk, and improve your customers’ experiences. In the insurance business, you need eyes everywhere. You need to know the truth about damage reported in claims and risks inherent in assets you’re underwriting. You need to retrieve documents, deliver documents, notarize documents, inspect scenes, locate salvaged items… and you need to do it all in multiple locations, simultaneously, urgently, and at a reasonable cost. Lucky for you, WeGoLook’s on-demand model turns the impossible into the expected every day for insurers around the world. Sign up today and, starting tomorrow, you’ll have a workforce over 45,000 Lookers ready to help you accomplish all of the above and more.

Gone are the days of working with many different financial solutions, patching together clunky, outdated offerings while spending too much time on the process instead of focusing on customer needs. You can now confidently and securely ensure more customers have better, more personalized experiences anytime, anywhere. We have made the digital lending process seamless by integrating our many consumer products into one powerful consumer lending and account opening platform. MeridianLink Consumer, formerly known as LoansPQ®, is the industry's leading loan origination system, providing a full loan product suite to banks and credit unions. As a single loan origination system, MeridianLink Consumer consolidates and streamlines applications from all channels, applying the same rules and processes to ensure a streamlined process for bank and credit union staff and a world-class consumer experience for members and customers.

Consumers and businesses are redefining how they want to interact with their financial institutions and the types of services they want to access – making an institution's geographic footprint less important and its ability to connect with consumers and businesses on their own terms mission critical. Fiserv helps businesses find innovative solutions that manage costs, protect and grow revenue, and mitigate risks associated with the payment process – while attracting and growing their customer relationships. Today’s environment has forced financial institutions to reevaluate how digital channels and real-time payments can be used to deliver the experiences consumers expect. Whether your customers are paying people or businesses, in person, online or by mobile, Fiserv solutions allow you to maximize the potential of electronic payment processing.

CoreLogic modernizes the global property & casualty insurance industry with flexible, collaborative and secure claims estimate technologies. We create world-class experiences that simplify business and improve lives. Claims Connect™ from CoreLogic® streamlines the claims process for everyone involved through an integrated digital ecosystem. Transform your workflow so your customer’s claims are resolved efficiently and more accurately. All your information is securely stored in one platform and accessible by everyone working on the claim. No more switching between different software to edit and review claim information. Create estimates or make changes within Claims Connect and it automatically syncs so that everyone can see the changes instantly. Keeping everyone involved in the claims process up to date with the information they need, when they need it, will make your claims resolutions simpler, faster, and more efficient.

The more you know about your customers, prospects and markets, the better you can target your audience and match them with the most meaningful products and offers. B2B Marketing Compass can help you gain greater market insights needed by enriching and analyzing your business customer data to produce strategic information across critical areas: ideal customer profile, market segmentation /penetration and new prospecting lists. This powerful tool provides fresh, new marketing information about your business customers and prospects, along with detailed marketing analytics to help align your strategy with qualified, lucrative audiences, increase your marketing ROI, expand your market reach and efficiently grow revenue, with less risk.

Empower®, Black Knight’s industry-leading loan origination system (LOS), delivers the advanced functionality you need to increase efficiency and speed, lower operational costs and improve the homebuying experience for your customers. It supports retail, consumer-direct, home equity, correspondent, wholesale and assumption channels – all on a single system. Black Knight offers a rapid implementation solution – ideal for mid-market lenders who want a best-in-class, scalable los – more quickly and with fewer costs. Lenders can benefit from this option, pre-configured based on industry standards, to start using the most advanced features available on the market. Empower automates repetitive processing tasks based on the lender’s configurations, without the need for human intervention.

LexisNexis® Risk Solutions offers automated valuation model (AVM) tools and analytic solutions from Collateral Analytics, a Black Knight company, to help your business accelerate well-informed decisions across the real estate lifecycle. Building a profitable portfolio while protecting against risk depends on your ability to expedite critical decisions. Collateral Analytics offers a host of intelligent and easy-to-interpret solutions, specifically designed to help your business automate decisioning at any point in the real estate lifecycle. Understand current, and comprehensive, market conditions. Identify areas of mortgage risk. Broaden perspective into your portfolio’s performance. Support ongoing compliance efforts. With Collateral Analytics, a Black Knight company, your business can access fast, reliable and cost-effective residential property valuations and maximum insight into the current status of the nationwide real estate market.

Temenos provides SaaS first next-generation payments technology for accelerated business growth, increased process efficiencies, and enhanced service innovations. Our products cover the complete payments lifecycle from order intake to clearing and settlement. These solutions are designed to work successfully both separately or together, via SaaS, cloud, or on-premise, providing the flexibility to tailor payment solutions to suit simple, complex and diverse needs. At Temenos, our laser focus on innovation and customer value is supported by the highest levels of investment in R&D in the industry and has enabled Temenos to create a unique market offering, advanced SaaS first Next-Generation Payments Processing on the number 1 technology platform in banking. Our leading position in the market is based upon us continually combining the richest end-to-end functionality with the most advanced cloud-native, cloud-agnostic, AI, and API-first payments technology.

Covius’ Funding Suite® solution offers a comprehensive range of credit, verification and fraud solutions. Services offered include individual and merged reports from all three credit repositories, multiple credit scoring models, and custom credit scoring plans and tools as well as updates, verifications, supplemental lien and judgment reports ordered through our proprietary, secure Funding Suite platform. Our customizable credit solutions let you choose the number of repositories and configure our “Smart Credit” upgrade to a three-vendor report without having to re-pull a consumer’s file. Within our interactive Smart Credit report you can select sorting options and custom views to help analyze data faster and more efficiently. Originators and Servicers can order soft pulls to monitor for ongoing creditworthiness and for borrower retention efforts.

With Encompass® by ICE Mortgage Technology, you will experience immediate savings and operational improvements. Lenders of every size trust the Encompass Loan Origination System (LOS) to originate more loans, lower costs, reduce time to close, and make smarter business decisions. When it comes to the new URLA, ICE Mortgage Technology is once again ahead of the curve. We’re providing comprehensive support across the entire digital lending platform, from point-of-sale to origination through closing, and delivery to the secondary market. This holistic approach ensures that every Encompass lender will have what they need to do business without interruption. Be sure to check our frequently-updated URLA Readiness Page to access the latest information, including readiness guides, webinars, and other helpful resources.