Alternatives to Xpanse Podium
Compare Xpanse Podium alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Xpanse Podium in 2026. Compare features, ratings, user reviews, pricing, and more from Xpanse Podium competitors and alternatives in order to make an informed decision for your business.
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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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Mortgage Automator
Mortgage Automator
Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more. With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations. Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support. Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth. -
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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 -
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ABLE Platform
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual borrowers. - Self-service portal - to manage the whole enterprise activity. - Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc -
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MeridianLink Mortgage
MeridianLink
Lenders choose MeridianLink® Mortgage, a cloud-native and 100% browser-based offering, for its robust and customizable workflow automation that empowers them to swiftly scale their business. Its powerful open APIs facilitate seamless integration with a wide array of trusted vendor partners, enabling customers to build custom extensions to the LOS. The platform's comprehensive suite of tools includes a best-in-class native product and pricing engine, a native electronic document management system, and versatile web portals catering to both the consumer direct and third-party origination (TPO) business channels. MeridianLink® Mortgage is designed to streamline the mortgage origination process at every step, helping lenders reduce costs and decrease their time to close. Our integrated digital platform supports the entire consumer financial journey while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more. -
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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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Fiserv Mortgage Director
Fiserv
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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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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PowerLender
Associated Software Consultants
Envision a technology partner that can deliver an advanced platform for all your unique lending needs. A solution that is so flexible it drives mortgage, consumer & commercial lending in a single, efficient, cost-effective platform. PowerLender goes beyond traditional LOS technology by enabling growth while dramatically lowering your costs. Envision your staff thriving on single lending platform efficiency and cross-selling opportunities. Envision integrating with more than 70 service providers for point-of-sale, electronic signatures, credit, MI, flood, GSEs, servicing, appraisal, document delivery, compliance and more. Envision a solution that is so flexible that it can conform to your precise lending processes today and well into the future. Envision PowerLender. To stay competitive in today’s market, financial institutions can no longer afford to deal with multiple lending systems for consumer, commercial and mortgage lending. -
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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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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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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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FirstClose
FirstClose
FirstClose leverages property data intelligence, industry-leading partners, and ground-breaking technology, to enable lenders to compete for and close consumer loans unlike any other solution in the industry. FirstClose ONE offers everything from application, credit score, flood, valuation solutions, instant title, income verification, automated decisioning, closing, and recording as well as automated settlement services that result in faster closings and cost savings. Valuation, credit, title services, and more are custom-tailored in a single report. Reports are gathered instantly based on turn time and price within your lending footprint. A customizable, streamlined solution that mimics your product ordering matrix. Our automated underwriting process streamlines loan applications. The future of successful lending involves leveraging property and borrower data intelligence instantly and applying technology in innovative ways to create solutions that bring together data. -
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Cloudvirga
Cloudvirga
Digital Mortgage Platform that uniquely combines a world-class borrower experience with an automated lender workflow that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Put data driven technology in the hands of mortgage professionals to close more loans while driving the cost of origination down. Bring traditionally back-office tasks up front while reducing risks and costs. Package all loan types, quote rates, compare loan products, disclose, eSign, manage conditions and more. All digitally, alongside your customer. Mobile first application where consumers can quickly apply, digitally connect data, securely provide their supporting documentation, eSign disclosures, order their appraisal, collaborate and receive real time status updates. -
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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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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. -
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One Mortgage System (OMS)
One Mortgage System
One Mortgage System (OMS) is a cloud-based CRM and mortgage processing platform designed by intermediaries for the UK mortgage and protection market to simplify, automate, and centralize the entire client journey from initial enquiry through application submission and tracking, eliminating the need to re-key data across multiple systems and saving intermediaries several hours per case. OMS provides a single, customizable hub that manages client and application data securely in the cloud with encrypted document uploads, automated workflows, and integrated sourcing so brokers can instantly generate ESIS documentation, conduct credit searches, access up-to-date lender criteria, and compare protection products without switching tools. Its powerful integrations with a wide network of third-party providers, including sourcing, valuation, criteria, and credit bureaus, brokers, and lenders, receive real-time updates, decision-in-principle responses, and communication flows. -
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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. -
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Lenvi
Lenvi
Lenvi is a cloud-based lending platform designed to help financial institutions manage and optimize the full lifecycle of lending, from loan origination and servicing to collections, risk management, and compliance within a single, integrated system. It provides highly configurable, end-to-end solutions that enable lenders to deliver fast, frictionless borrowing experiences through intelligent workflows, data transparency, and customizable tools that evolve with business needs. It supports multiple lending products, including auto finance, mortgages, and invoice factoring, while integrating capabilities such as credit analysis, document management, payment processing, and reporting to streamline operations and improve efficiency. Lenvi’s technology automates repetitive tasks, reduces manual effort, and ensures accounting accuracy, allowing organizations to scale operations and handle high transaction volumes while maintaining compliance with regulatory requirements. -
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Encompass
ICE Mortgage Technology
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. -
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Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
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ClosingCorp
ClosingCorp
Streamline the quoting and ordering of critical settlement services needed to originate and service a loan—taking friction, cost and risk out of the process. A mortgage lender solution that integrates loan file information, transfer tax, recording data, service fees and lender business rules and requirements, all in a single, seamless process and platform. With one click, and in less than a minute, loan originators can receive actual rates and fees with enhanced logic built in – not estimates. A single web-based portal allowing anyone involved in a residential mortgage transaction to order and receive real estate services from multiple integrated vendors. Integrated data is entered once to order 6 products in less than sixty seconds significantly streamlining the ordering of critical settlement services needed to originate and/or service a loan. -
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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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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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LoanTek
Bankrate
Managing rate locks, compensation, margins, and overlays has never been easier. LoanTek’s pricing engine feature ‘Lock Desk Manager’ is an innovative and intuitive lock management system. Lock Desk Manager provides unparalleled convenience and efficiency in managing pricing rules and mortgage rate locks across all of your lenders. LoanTek’s best execution pricing engine allows the user to efficiently manage overlays, and compensation, produce the best execution rate sheets, and more. LoanTek’s Lock Desk Manager streamlines the process of managing mortgage rate locks by displaying all of your current and future mortgage rate locks, for all lenders, in one easy-to-use interface. The ability to view and manage all of your rate locks in one screen provides efficiency while ensuring that your best execution pricing is being applied. Our mortgage pricing engine provides access to historical pricing for each of your lenders and allows easy access to best execution pricing results. -
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ATLOS
ATLOS
ATLOS is Loan Application Software that allows lenders to collect and store loan data, fill and e-sign forms, manage documents, and much more. Lenders using ATLOS can completely eliminate paper, resulting in greater efficiency, lower costs, and reduced risk. Lenders processing loan applications using ATLOS can eliminate paper waste by storing their borrower's loan documentation in a central secure online repository. ATLOS allows lenders, such as mortgage companies and banks, to increase efficiency and reduce risk while processing a loan application. ATLOS provides a comprehensive lending solution that is affordable and easy to use. Easily customize our web forms to store any type of loan data in your own personal ATLOS database. Data stored within ATLOS can be used to fill PDF forms, drive rules, and moreStarting Price: $60 per month -
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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 -
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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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SharperLending Platform
SharperLending
SharperLending LLC is the leading provider of financial services technology for the mortgage industry. SharperLending offers five secure, web-based technology platforms to lenders and strategic partners that increase efficiency, mitigate risk, and offer affordability: Appraisal Firewall, EPN settlement services platform, TVP income verification systems, XpertOnline credit reporting technology, and ReadyQual consumer pre-qualification and lead generation software. Old, legacy software systems are the norm in the AMC technology industry. If you’re tired of using outdated technology to service your clients’ appraisals, our modern, responsive AMC software can significantly improve your client relationships. It can also improve your bottom line. Appraisal Firewall® offers AMCs modern technology solutions enhanced on a monthly basis to better connect you with your clients. Achieve a superior level of customer service for each client, faster reviews, instant online collaboration, etc -
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Sonar
Sonar
Sonar is an AI-driven mortgage experience platform and modern loan origination system (LOS) that automates complex mortgage workflows, integrates point of sale LOS, customer relationship management, and pricing engine tools into a single cloud-based system to reduce manual tasks and boost efficiency, enabling teams to manage borrower contacts, track referral partners, run pricing and approvals, and close loans faster with automated emails, compliance tracking, and real-time collaboration; its intelligent agents let users execute natural language commands without navigating menus, and it supports seamless integration with existing infrastructure and automated underwriting systems from Fannie Mae and Freddie Mac, while offering configurable workflows, mobile accessibility, white-label options, and enterprise-grade security and scalability so lenders and brokers can operate more productively. -
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Note Dashboard
Note Dashboard
Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.Starting Price: $34 per month -
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LoanLogics
LoanLogics
For intelligent data extraction and automation, LoanLogics IDEA™ Services and IDEA™ OnDemand use advanced machine learning and sophisticated algorithms to classify and extract data from loan documents. Our mortgage document processing services incorporate rules-based automation and human operator workflow to deliver accuracy at an enterprise level. And, with in-line, real-time document processing technology, lenders can remove production bottlenecks by processing documents in seconds. LoanBeam® Automated Income Calculation and Analysis technologies validate income from any source, provide rep and warrant relief for self-employed income calculations, and convert complicated tax returns, highly variable paystubs and W2s into consumable data points to automate and modify the computation of income. With LoanBeam technology, users can focus on risk assessment, achieve greater workflow efficiency, and ensure compliance. -
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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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Loan And Mortgage
Felitec
Loan & Mortgage™ is an amortization schedule calculator that handles virtually any loan type. Most importantly Loan & Mortgage can show you where to recover or save money instantly! You can have multiple percentage rates on the same table, see immediate results of specific changed date/s, payment/s amount, percentage rate, and much, much more! Easily the most useful and user friendly application of its kind in existence. For both borrowers and lenders, this program is an asset that pays for itself, over and over! Loan & Mortgage calculates amortization schedules for American and Canadian mortgages, personal loans, car loans and miscellaneous other kind of loans. With Loan & Mortgage, investors can appreciate being able to see how their own investments accumulate interest over time.Starting Price: $39.98 one-time payment -
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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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LodeStar
LodeStar
Automated closing cost calculator that brings together everything you need to optimize your quotes, resources, and margins. We provide products and services that create clarity for mortgage professionals, leverage connectivity among all parties to the transaction, and help build a sustainable community of industry professionals. LodeStar offers a range of compliance-driven products for title agents, mortgage professionals, banks, and credit unions. We simplify the process of generating clear, accurate loan estimate quotes, title fees, title insurance premiums, municipal recording fees, and transfer taxes. We personalize our service and support, no matter what your lending needs are, and no matter where your clients are in the country. We ensure maximal integration so that our tools fit seamlessly into your current workflow. We guarantee all fees, including title fees, title insurance premiums, municipal recording fees, and transfer taxes. -
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Sales Boomerang
TrustEngine
Know where your customers are in their journey now, and where they can go next, to win borrowers for life. Sales Boomerang provides borrower intelligence to hundreds of the highest-performing lenders of all types in the industry. Our SaaS platform is designed to, among other things, automate the qualified lead generation process within your current CRM and monetize the data living in your CRM. This tool turns your mortgage lending organization into a customer success powerhouse by putting your team in the right place at the best time. Sales Boomerang combines big data and machine learning to generate automated alerts loan officers receive, such as a mortgage inquiry, credit score increase, equity and other life events. Sales Boomerang, combines the power of customer analytics and engagement automation with borrower intelligence, ensuring your teams are communicating with their customers at the appropriate touchpoints. -
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Floify
Floify
Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.Starting Price: $79 per user per month -
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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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Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
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iZone
iZone
Our software will take you through from deal generation to mortgage completion across 1st charge mortgages, second charge mortgages and short term bridging and development finance. Integrations with credit agencies and more. Adviser led software that uses a robust and compliant platform but is service and sales led. Covers all forms of mortgages and insurance. Integrations with sourcing systems and more. Offers the ability to manage a portfolio of debts for clients as per a debt management plan or equivalent. Full client and lender management platform with document management and other features. Use the tools available to lenders, financial services brokers and other customers to manage your case and client load whilst looking after your sources of business. A flexible but powerful tool. Layered database structures allow Master Broker, Packager or Distributor level access with differentiated functionality. -
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WebMax START
WebMax
START is a point-of-sale application that integrates with web solutions and data sources in real time, providing a smooth, seamless application process for home buyers and lenders alike. WebMax provides a website provisioning system that accommodates a Mortgage company’s corporate, branch, loan officer, DBA, and partner/affinity websites. The system centers around having a lead capture friendly mortgage website that are equipped with prequalification and 1003 applications that integrate with mortgage specific Customer Relationship Management (CRM) systems, Loan Origination systems, Pricing, Decision Engines, and any other 3rd party program. Loan officers and brokers can use this system to obtain more leads online and convert more business. Companies have the option of using a pre-existing WebMax design or you can provide design files to be built on the MortgageWare Solution. -
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The Mortgage Office
The Mortgage Office
The Mortgage Office® empowers private lenders to speed up operations, improve investor and borrower experience, and win more deals. Our core platform automates and streamlines the complex and often customized loan servicing process, improving customers’ back-office efficiency by up to 50%. Our other modules and money-saving services connect seamlessly to form an end-to-end platform as customers’ business needs evolve. We simplify back-office operations by connecting with existing systems to minimize complicated handoffs that take time and cause errors. For more information, visit us at themortgageoffice.com. -
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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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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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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 -
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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. -
48
MeridianLink One
MeridianLink
MeridianLink One is a cloud-based banking platform that connects consumer lending, mortgage origination, account opening, collections, and analytics within a unified system. Designed for banks and credit unions, it centralizes data and workflows to support digital lending and deposit operations. The platform enables institutions to manage applications, automate decisioning, streamline loan and account processes, and improve visibility across the customer lifecycle. Its modular structure allows organizations to adopt individual components or implement the full ecosystem as their needs evolve. By integrating lending, onboarding, and data intelligence tools, MeridianLink One helps financial institutions operate more efficiently and deliver consistent digital experiences across channels. Visit our website to learn more. -
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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. -
50
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
