Alternatives to Gateless

Compare Gateless alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Gateless in 2026. Compare features, ratings, user reviews, pricing, and more from Gateless competitors and alternatives in order to make an informed decision for your business.

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    LendingPad

    LendingPad

    LendingPad

    LendingPad is a cloud-native, enterprise loan origination system (LOS) built to modernize mortgage lending for lenders, brokers, bankers and credit unions. Designed by mortgage professionals, the platform emphasizes speed, clarity and ease of use — helping teams close loans faster while delivering a superior borrower experience. The platform centralizes workflows, automates routine tasks and ensures compliance through a scalable, API-driven architecture. By reducing bottlenecks and simplifying task execution, LendingPad enables mortgage professionals to focus less on process management and more on serving borrowers. Its flexibility allows organizations of all sizes to adapt quickly to changing market conditions, regulatory requirements and evolving business models.
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    MeridianLink Mortgage
    MeridianLink® Mortgage is an award‑winning mortgage loan origination solution built to help banks, credit unions, and independent mortgage banks reduce costs, streamline workflows, and grow efficiently. The platform’s modern architecture combines a configurable LOS, a digital‑first borrower POS, built‑in analytics, and deep third‑party integrations to accelerate decisioning and close loans faster. Features include integrated pricing engines, debt optimization, paperless eClosings, broker and correspondent portals, no‑code workflow configuration, open APIs, seamless core connectivity, and hundreds of trusted integrations. Best‑practice defaults and expert administrative support help institutions launch quickly, scale operations, and deliver a seamless borrower experience.
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    TurnKey Lender

    TurnKey Lender

    TurnKey Lender

    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.
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    BNTouch Mortgage CRM

    BNTouch Mortgage CRM

    BNTouch Mortgage CRM

    BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117
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    Mortgage Quest

    Mortgage Quest

    Market Focus

    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
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    Starting Price: $45 per month
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    AtClose

    AtClose

    AtClose

    AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors.
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    Trelix Connect

    Trelix Connect

    Altisource Solutions

    Our clients benefit from leading workflow and business rule technologies to improve loan fulfillment quality and efficiency. Our platform supports automated management of due diligence and quality control processes on loans. We leverage ADMS' artificial intelligence (AI) and machine learning (ML) to manage business rule engines. We evaluate loans through the entire lifecycle starting from pre-fund up to the service transfer stage. Trelix™ Connect uses AI and business rules to manage the workflow and automate components of the loan fulfillment, pre- and post-close quality control, and service transfer processes. We have built a successful business providing technology and innovative solutions to mortgage servicing and origination clients as well as buyers and sellers of single-family residential real estate. We deliver a comprehensive suite of products and services that can meet the unique needs of each client.
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    TRUE

    TRUE

    TRUE

    As lending AI pioneers, TRUE creates accurate data that powers automation and optimizes every step of the lending lifecycle, helping lending organizations rapidly process loans, drastically cut costs and risk, and radically improve the customer experience. Mortgage and refinancing demand is high, but due to legacy technologies and slow manual processes closings can take 30 to 120 days and cost consumers $9,000 per settlement. Each stage of the mortgage lifecycle requires extensive knowledge work, yet non-standard processes make it difficult to share resulting work products. And there’s no way to outsource the work and still comply with security and regulatory mandates. To meet consumer expectations and deliver ever-shorter turnaround times, mortgage originators, insurers, services, and solution providers must reduce process friction, work faster and more efficiently, and redeploy personnel as necessary to accommodate changing workloads.
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    ACES

    ACES

    ACES

    ACES audit packs for mortgage origination, servicing, and consumer lending combines out-of-the-box reports and managed questions with ACES’ unmatched functionality and flexibility. From pre-funding to post-closing to servicing, there are multiple points across the loan lifecycle where mortgage lenders need to determine the quality of their assets. ACES Quality Management and Control provides mortgage lenders with a single platform to detect and resolve loan defects, fulfill compliance requirements and reduce legal liability across the entirety of their origination and servicing operations. While bigger risks often net greater rewards, commercial lenders know all too well how quickly those rewards can disappear when loan defects and/or regulatory compliance errors occur. ACES Quality Management and Control protects those rewards by providing commercial lenders with powerful auditing and fraud investigation tools to ensure quality and compliance throughout their loan portfolios.
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    Xpanse Podium
    Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays.
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    Altisource Document Management Suite
    Automated Document Management System (ADMS) leverages artificial intelligence and machine learning to automate the indexing, data extraction and validation of key data points from thousands of pages of scanned image mortgage documents, eliminating tedious and error-prone manual processing. Easily review results and have confidence in AI-based analysis. Fully manage, search, view and manipulate large documents. Use leading-edge natural language processing capabilities from industry-leading providers. Leverage pre-training on common mortgage documents - extensible to any other domain.
    Starting Price: $5.00/month
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    Tavant Touchless
    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.
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    Lender Optimus

    Lender Optimus

    Lender Software Solutions

    Lender is a cutting-edge mortgage platform designed to streamline and simplify the loan origination process for brokers, lenders, and borrowers. Built with automation, real-time pricing integration, and AI-powered features, Lender provides an all-in-one solution that connects Loan Origination Systems (LOS), Point of Sale (POS), and Customer Relationship Management (CRM) tools in a seamless experience. By automating tasks, eliminating manual data entry, and offering transparency, Lender increases operational efficiency, reduces errors, and accelerates loan processing. It provides brokers with real-time access to competitive loan pricing through integration with Loan Sifter, ensuring borrowers receive the best available rates instantly. With a focus on compliance, user experience, and scalability, Lender allows mortgage professionals to manage high volumes with ease, deliver exceptional service, and scale their businesses.
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    ReverseVision LOS

    ReverseVision LOS

    ReverseVision

    ReverseVision® (RV LOS) is the leading reverse mortgage origination software in the industry, providing a full-service solution from proposal to post-closing. Reverse mortgages provide access to home equity wealth to adults 55+ while allowing lenders to close low-risk loans. RV LOS delivers reliable reverse mortgage product quotes, documents, processing, and underwriting ability while allowing brokers, lenders, and investors to utilize the same user interface. Integrate HECM and private reverse products into your lending portfolio and increase cash flow for you and your borrowers today.
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    Snapdocs

    Snapdocs

    Snapdocs

    Snapdocs is the mortgage industry’s leading digital closing platform. Powering millions of closings each year, Snapdocs combines a fully integrated platform with patented AI technology, an extensive settlement network, and a team of industry experts to serve lenders, secondary market participants, title companies, and notaries alike–all while enabling the perfect closings at scale. Delivered within a powerful, easy-to-use platform for all parties in the closing process, Snapdocs is trusted by hundreds of lending organizations nationwide–including Taylor Morrison, Fairway, and Federal Savings Bank–to streamline the closing process, reduce operating costs, and enhance the borrower experience.
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    Intelli-Mine

    Intelli-Mine

    Intelli-Mine

    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.
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    OpenClose

    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:
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    Staircase

    Staircase

    Staircase

    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.
    Starting Price: $0.95 per API call
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    DocMagic

    DocMagic

    DocMagic

    Our suite of digital solutions is designed to advance the mortgage process at every stage, continuously improving the experience for lenders, settlement service providers, investors and borrowers. One seamless, efficient, and fully compliant digital platform for completely paperless eClosings. Improve data and document integrity. Loans close faster (with fewer errors and omissions). eSign and eNotarize documents from anywhere. Greater control and accountability during the mortgage loan cycle. Continuous compliance affecting tolerance levels, calculation reconciliation, potential RESPA violations and TRID issues. The digital mortgage is here — leverage your borrower’s smart device to keep them engaged throughout the loan process.
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    Stavvy

    Stavvy

    Stavvy

    Stavvy is a digital platform with all the features, functions, and integrations that real estate professionals need for digital transactions. The Stavvy platform empowers users to collaborate efficiently, securely, and digitally with lending, settlement, notarial, and loan servicing partners. In one secure platform, users access the tools they need to boost productivity, offer flexible options, and dismantle communication silos. Stavvy was born, grounded in the vision that human-centered technology can deliver seamless mortgage experiences, a team of engineers and industry thought leaders created Stavvy’s core product, a digital mortgage platform built for mortgage professionals. Today, Stavvy is challenging the status quo, helping mortgage-based companies grow, and delivering easy-to-use mortgage technology at scale.
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    Mortgage Servicer
    Mortgage Servicer® is a user-friendly software solution that automates residential servicing operations, including payment processing, investor reporting, escrow administration, custodial accounting, imaging, report writing and more! Flexibility is critical for loan servicers when posting complex financial transactions. With that in mind, FICS® has created the most comprehensive set of tools allowing easy posting for many types of payments and fees. Mortgage Servicer® has the solution to make payment processing fast, easy and accurate. Mortgage Servicer® users experience the highest level of escrow administration automation found in any servicing system. Previously hard to automate odd due dates and unequal frequency due dates are easily accommodated in Mortgage Servicer®. Mortgage Servicer® provides you with the most comprehensive and flexible investor accounting tools available. You can establish hundreds of investor reporting groups with associated security holders or participants.
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    Mortgage Cadence

    Mortgage Cadence

    Mortgage Cadence

    The Mortgage Cadence Platform (MCP) offers two powerful solutions—MCP Enterprise offering full customization, and MCP Essentials offering for a pre-configured, cost-effective approach. Built on advanced technology with a modern, user-friendly interface, MCP delivers unparalleled flexibility and openness. MCP's 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 (Adaptive Configuration Efficiency) 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. Discover how MCP can empower your lending operations and drive scalable growth.
    Starting Price: 0.01
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    BluMortgage
    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.
    Starting Price: $50 per user per month
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    Maxwell

    Maxwell

    Maxwell

    Maxwell is the only partner that can provide everything a local lender needs to run a profitable mortgage business, from point of sale, to fulfillment, to the secondary market. Our team is comprised of mortgage veterans and technologists who are committed to building the next generation of mortgage solutions to help local lenders increase their team’s productivity while delivering an optimized borrower experience.
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    inflooens

    inflooens

    inflooens

    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.
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    DocVu.AI

    DocVu.AI

    DocVu.AI

    AI and ML in DocVu.AI process loads of images into a neatly ordered set of digital documents and data. DocVu.AI seamlessly integrates into your existing systems landscape. With our deep-seated mortgage expertise and preconfigured templates, onboarding is a breeze. DocVu.AI uses the power of AI and machine learning to transform information on documents into data that machines can process. This transformation of data is for structured, semi-structured, and unstructured data. DocVu.AI can process tables, long-form text, signatures, and handwriting into digital information. DocVu.AI is much more than an Intelligent document processing engine; DocVu.AI's in-build architectural flexibility enables DocVu.AI to address unique conditions of large and small enterprises. This inherent flexibility in the process, coupled with the range of data that DocVu.AI can process accurately, has made DocVu.AI the number one choice for over 50 banks in the US.
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    Hypofriend

    Hypofriend

    Hypofriend

    Hypofriend GmbH is an independent mortgage broker certified with the §34i GewO supervised by BaFin. Hypofriend works together with over 750 partner banks to find customers the optimal mortgage. Our headquarters is in Berlin, Germany. Our recommendation engine calculates your optimal mortgage comparing hundreds of lenders and thousands of loan options. Our mortgage advisors will guide you through your options using our proprietary video consultation software, helping you to understand, find and apply for the right mortgage. We use technology to recommend you the optimal mortgage for your situation. Our service is always free. Just like any German mortgage broker, we get paid a standard commission by the lender for processing a successful mortgage application. This commission will always be paid by the lender and not by you the customer. As a privately owned and independent company we strive to always deliver the best result for our customers without compromising our values.
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    Lendlord

    Lendlord

    Lendlord

    Lendord.io functions as a comprehensive Landlord Software ecosystem, integrating ai tools with robust finance solutions for bridging and mortgage finance. The platform simplifies end-to-end property investment and tenancy management while ensuring property portfolios remain compliant with Making Tax Digital standards. Invest: Discover and Analyse Opportunities The Invest section helps users research locations, evaluate potential deals, and analyse properties quickly and accurately. Postcode Insights Provides detailed data about any postcode area, helping users evaluate whether a location is suitable for property investment. This includes market trends, demand indicators, and key local metrics that influence property performance.
    Starting Price: £12/month for premium
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    ProductionQC

    ProductionQC

    Cogent QC Systems

    Not only a flexible, full-featured loan quality control and compliance auditing solution, ProductionQC is designed to be the enterprise system of record for all reviews of loan originations – mortgage, auto, boat, RV, mortgage insurance, commercial and more. Endlessly adaptable, the system can be customized to streamline and automate various ancillary activities, including repurchase reviews and management, loan modification tracking, and mortgage insurance originations, among others. No limit to the number of independent reviews you can set up in the System.
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    Telemetry BI

    Telemetry BI

    5X Solutions

    Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform. It is the first mortgage lending BI solution to extract and integrate both financial data and operational data from your accounting system and loan origination software. This unique approach provides mortgage lenders with a complete view of their business via interactive dashboards, standard-of-practice mortgage KPIs, branch-level P&L reports, and more. Automated production, branch, and financial reporting leverage existing loan origination and mortgage accounting software. The Telemetry BI platform provides easy access to accounting reports for mortgage lending institutions of all sizes. Reports include best-practice metrics, P&Ls, cost-per-loan, balance sheets, forecasts, and more.
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    BESTX

    BESTX

    Optimal Blue

    Win more business by providing borrowers the right product at the best price for any mortgage financing scenario. Our product and pricing solution delivers the most comprehensive functionality, enhances workflow efficiencies, and enables lenders to stay competitive and confidently execute profitable lending strategies. Accurately quote the absolute best mortgage pricing each and every time. With Optimal Blue's BESTX™ pricing capabilities, lenders can customize their BESTX™ to their unique business need. Compete and differentiate your mortgage operation like never before. Leverage Optimal Blue to gain access to hundreds of investors offering thousands of mortgage products. Create new efficiencies and save valuable time by automating key workflows within your lock desk. There are several ways to automate, all of which can be tailored to your specific operational processes. Exceed consumer expectations by providing them the lowest mortgage insurance premiums across all six MI providers.
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    AllRegs

    AllRegs

    ICE Mortgage Technology

    AllRegs by ICE Mortgage Technology is the leading source for compliance-related information across the entire mortgage loan lifecycle, including the most up-to-date agency and investor guidelines, state and federal regulatory content, policy guides, and compliance best practices. Powered by generative artificial intelligence, the Ask Regi search feature enables professionals to ask natural-language questions and receive accurate, actionable answers with cited sources. AllRegs is designed to help you effectively find the information you need, adhere to compliance regulations, and generate high-quality loans, all of which ultimately save your business time and money. Supported by a team of industry veterans and compliance experts, the AllRegs library puts everything your team needs to navigate hundreds of state and federal laws, agencies, and regulators, all in one place.
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    Xactus360
    Xactus360 is the industry-first Intelligent Verification Platform, designed to modernize mortgage processes by giving clients the right data at the right time to make faster, better decisions. It puts the full power of Xactus into a user-centric technology experience that supports the modern mortgage as it evolves to become faster, smarter, more efficient, and more consumer-friendly. Built for mortgage origination and servicing, Xactus360 brings a new infrastructure to the industry through integrations with existing POS and LOS systems, helping lenders customize and transform workflows without losing connection to their current operations. Its Intelligent Verification approach uses advanced AI technology and data at scale to eliminate unnecessary data pulls, improve next-best actions, and dynamically deliver and update mission-critical verifications.
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    Fiserv Mortgage Director
    Mortgage Director is the modern loan origination system at the core of the Fiserv lending ecosystem. It streamlines lending operations and strengthens the lender's borrower relationships. Today's lenders operate in a very competitive marketplace. It's more important than ever to leverage technology to improve service levels, streamline operations and satisfy borrowers. By making all necessary functionality available within a single lending environment, lenders are free to chart their own path forward with the knowledge that everything they need will be accessible to them. Mortgage Director offers everything you need to chart a course to the future of lending. Mortgage Director provides a completely digital mortgage process delivered from the center of a single mortgage lending ecosystem.
    Starting Price: $10000.00/one-time
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    Artsyl ClaimAction

    Artsyl ClaimAction

    Artsyl Technologies

    Processing high volumes of medical claims through intelligent automation helps businesses deliver higher levels of efficiency that does more than reduce costs. For organizations that rely on manual processes, managing medical claims documents and data is labor-intensive and error-prone, injecting unnecessary risk into the process. With ClaimAction medical claims processing software from Artsyl, your organization can improve margins, minimize touch points and eliminate processing bottlenecks. Capture medical claims data without the need for custom software coding. Route claims data and documents automatically to the right claim examiner, based on your business rules. Configure complex benefits and reimbursement rules to streamline processing and reduce payment delays. Respond quickly to changing government regulations and support data, document and process compliance.
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    Unify CRM
    All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients
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    Exela Diligence & Compliance
    Rich customer profiles turn KYC compliance into a competitive advantage. Omni-channel data ingestion and monitoring offers a more thorough AML process. Closed-loop system architecture continuously improves performance. Automated alerts and notifications keep stakeholders aware. When performed manually, the KYC and AML compliance processes are time-consuming, labor-intensive, and error-prone. Reduce processing time, errors, and operating costs through the strategic deployment of automated data processing with Exela’s diligence and compliance systems, part of our Banking & Financial Services Suite. Benefit from accelerated digital customer onboarding, streamlined document management, advanced identity verification, enhanced customer profiles, and powerful analytics. Integrating communication channels to collect improved customer data from each touchpoint helps to create enhanced customer profiles.
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    Lendesk

    Lendesk

    Lendesk Technologies

    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.
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    Pre-Approve Me

    Pre-Approve Me

    Pre-Approve Me

    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.
    Starting Price: $129 per month
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    Lendware

    Lendware

    Lendware

    Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place.
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    Realfinity

    Realfinity

    Realfinity

    Realfinity is an intelligent mortgage platform, offering an embedded end-to-end mortgage origination and processing engine that combines capital, compliance, and technology so that real estate agents, brokerages, loan officers, asset managers, startups, or even wealth advisors can quickly offer mortgage services. Via the platform, users gain access to a wide range of loan types, including conforming loans, government-backed FHA, USDA, and VA loans, bank-statement loans for self-employed borrowers, DSCR loans based on rental income, jumbo loans for high-balance properties, HELOC/HELOAN options, and cash-out refinance loans. It enables doc-first mortgage applications: borrowers upload required documents or link asset/income data, and the platform validates and auto-fills applications, accelerating decisions and boosting conversion rates. It delivers real-time live rate comparisons across multiple investors.
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    Capita

    Capita

    Capita

    Simplifying the mortgage journey with a customer experience-focused, flexible platform. For many seeking a mortgage, the application and renewal process can be time-consuming, frustrating, and fraught with uncertainty. In turn, lenders are challenged with meeting customer expectations whilst keeping in line with regulation as cost-efficiently as possible, providing a personal service to improve brand loyalty, but managing overheads to support business growth. Digitization and automation are the answer, both of which lie at the heart of our market-leading mortgage origination sales and processing platform. Customer-centric and user-experience-focused, the technology reflects our deep digital expertise and our commitment to making home financing as hassle-free as other consumer experiences today. Trusted by more than 20 Tier 1 lenders and challenger banks, it streamlines the end-to-end tracking and processing of applications for your front office, intermediaries, and consumers.
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    Integra EPIC

    Integra EPIC

    Integra Software Systems

    Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today! A complete browser-based solution providing all channels of Origination for your mortgage operation. EPIC LOS covers all channels in the mortgage industry including retail, wholesale, and correspondent, combining over 25 years of lending technology experience. Innovation, ease of use, automation and industry-leading compliance standards are just some of the reasons lenders choose Integra's EPIC solution.
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    PerfectLO

    PerfectLO

    PerfectLO

    The founders of PerfectLO knew there was a better way to initiate the mortgage process. They used their extensive industry knowledge to construct a detailed, interactive questionnaire that systematically and intelligently asks all the right questions. No more inaccurate loan applications due to assumptions or inadequate fact-finding. No more unnecessary credit pulls or wasted time and money on loans that will never be closed. No more missed questions that require additional documentation. PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process: failure to provide the detailed information to complete a Borrower’s true profile.
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    Resolvr

    Resolvr

    Resolvr

    Resolvr is end-to-end spend management and expense allocation software that automates human-manual tasks. Replace outdated paper, spreadsheet, and PDF processes. Digital data streams and artificial intelligence optimizes expense allocation to increase our clients' profit margins. On-platform communication features for team members and vendors ensure efficient workflows and turnarounds. Removal of human manual processes eliminates the slow, labor-intensive, and error prone methods of the past. Resolvr ensures that client funds' expense allocation and apportionment is fully compliant with the Dodd-Frank Act. Resolvr is able to seamlessly integrate with any platform or software that its client funds use through APIs. Resolvr reduces the need for human-manual tasks, which for a bank would mean millions in savings each year.
    Starting Price: $3,000 per month
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    MyCRMDashboard Mortgage CRM

    MyCRMDashboard Mortgage CRM

    Continuity Programs

    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.
    Starting Price: $29.99 per month
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    Oracle CASB
    Gain visibility and detect threats on the entire cloud stack for workloads and applications with Oracle CASB. Leverage real-time threat intelligence feeds and machine learning techniques to establish security baselines, learn behavioral patterns, and identify threats to the cloud stack. Leverage real-time threat intelligence feeds and machine learning techniques to establish security baselines, learn behavioral patterns, and identify threats to the cloud stack. Eliminate labor-intensive and error-prone manual processes. Manage security configurations within cloud applications by assessing and continuously enforcing configurations with simplified monitoring and automated remediation. Accelerate regulatory compliance and provide consistent reporting with secure provisioning and comprehensive monitoring across activity, configurations, and transactions. Identify anomalies as well as fraud and breach patterns across cloud applications with CASB.
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    McDash

    McDash

    ICE Mortgage Technology

    McDash is ICE Mortgage Technology’s market-leading repository of servicer-contributed, loan-level data, offering the deepest and broadest dataset in the industry. It provides an unparalleled view of mortgage performance across the U.S., supporting research, modeling, risk management, compliance, and benchmarking needs. McDash delivers current, high-quality data approximately 45 days earlier than other market sources, thanks to advanced data-processing capabilities. Users can select supplementary datasets, including credit, property, liquidation, mortgage scores, and loss-mitigation details. Access and delivery options include integration into existing systems like the MSP loan servicing system, an online access tool, customized record layouts, and a cloud-based data and analytics marketplace. The extensive repository covers the entire credit spectrum of agency, non-agency, and portfolio products, encompassing the majority of the mortgage market.
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    Senso

    Senso

    Senso.ai

    Senso helps banks, mortgage originators, and servicers become proactive with Borrowers through the home financing journey. Successfully identify qualified leads in-market, and engage them digitally, leading to their next refinance or home purchase. Collect consent-driven data and provide Borrowers ongoing transparency to what they can afford. AI insights predict in-market Borrowers for mortgage acquisition or retention. Provide Borrowers with a Home Finance Management (HFM) solution, delivering valuable insights tied to their affordability.
    Starting Price: $300 per month
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    Finmo

    Finmo

    Lendesk

    Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission. An optimized mortgage experience that enables a mortgage in minutes for Canadian mortgage professionals; from application intake to product qualification to direct to lender submission. Upon signing up to Finmo, there is a mobile-friendly, intuitive application link ready to start sending to borrowers. Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive. When a broker sends the link to the borrower, Finmo analyzes the borrower’s application and automatically requests the right documents from the borrower, and follows up when needed. No action or chasing is needed from the broker. With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application.