Alternatives to YourDox
Compare YourDox alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to YourDox in 2026. Compare features, ratings, user reviews, pricing, and more from YourDox competitors and alternatives in order to make an informed decision for your business.
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1
HomeGauge
HomeGauge
HomeGauge is a one-stop shop, providing everything you need to manage, market, and grow your home inspection business, under one roof. No more juggling providers or platforms to manage all your business needs. You'll get: Desktop Inspection Report Writer Mobile HomeGauge Companion App Online Scheduler Dashboards (Buyer, Agent, & Inspector) Payments & Agreements (very low fees!) Forms & Templates (included!) CRL (create request list) Websites, Content, SEO Homebuyer PLUS (buyer dashboard benefits) Training & SupportStarting Price: $89/month -
2
WarrantyWatcher
CPS
Today’s homebuyer expects high-quality customer service after closing. Our easy-to-use Warranty Punch List Software allows your team to improve efficiency and most importantly generate happy homeowners. WarrantyWatcher was designed to be a 24/7, real-time access to punch lists, homeowner requests, construction warranty, work orders, and emergency streamline operations. Avoid homeowner frustration and improve your customer service by providing a portal for requests, status updates, and history logs. Complete punch items or homeowner requests sooner by providing your vendor access to work orders & supporting documents. Upload images, warranty manuals, local utilities, service contact sheets, or any file to share with vendors and homeowners. Keep track of productivity while managing construction warranty, punch lists, work orders, homeowner requests from start to finish. -
3
TovoData
TovoData
A single neighborhood or across the entire nation, Tovo’s data spans 100% of U.S. homeowners. Public record title data collected, matched, and refined with AI to ensure currency & accuracy. Tovo’s property data experts are ready to design the perfect fit data solution for your business. Modern businesses depend on data for insight and to thrive. But data by itself is just data. At Tovo, we take public record data and turn that into property, mortgage, and home ownership insight to meet your business goals. Combining real estate, mortgage, title, and home ownership data from multiple leading data sources, our customers are assured the most current, accurate, and real-time data possible. All are backed by the best technology and customer experience. -
4
Galactica
The Shams Group
Galactica is a versatile document imaging and archiving software that assists organizations in managing the move toward a more digital workplace. With powerful batch scanning and OCR capabilities, this centralized data repository doesn’t just ensure that you can find the right documents easily; it eliminates the hassle of indexing and can support the digital record management needs of every department across an enterprise. Ultimately, Galactica will help you turn folders, file cabinets, and paper records within any department into structured electronic data that can be stored virtually, retrieved quickly, and shared easily. Retrieve documents in seconds with enhanced tools that search and identify pertinent content for you. Digitizing archives allows staff across your enterprise to save time and focus on patients rather than processes. Rapidly index high volumes of documents with agile batch scanning and automatic archiving tools. -
5
Ownerly
Ownerly
Ownerly is a platform that provides homeowners, buyers, and sellers with professional-grade real estate data and insights. Users can access current and historical records from millions of U.S. properties, including automated valuation models that estimate home values and track appreciation over time. The platform offers information on tax payments, assessed values, and market values for land and improvements, as well as details on comparable properties, nearby sales, and listings. Additionally, Ownerly provides data on homeowners, sales history, deeds, and neighborhood demographics, assisting users in making informed decisions regarding selling, buying, upgrading, renovating, refinancing, or investing in real estate. Search for data on homeowners to see available contact information, assets, and more. Your search results could include up to 30 years of sale and mortgage data for some addresses. -
6
HomeZada
HomeZada
HomeZada is an online platform and app for homeowners to manage their largest asset and biggest expense, their home. This includes offering a secure, cloud-based solution to track a home inventory, a home maintenance calendar, managing home projects and understanding total homeownership costs with home finances. It also a solution that assists businesses and organizations that service homeowners in industries like insurance, mortgage, real estate, home building and more to retain and engage their existing customers and gain net new customers. Your home is a big part of your net worth, so instantly stay on top of the changing nature of your estimated home value, home equity, and a 3 year home value forecast. Easily track all the financial details of your mortgage, home insurance, property taxes and any household expenses.Starting Price: $79.00/year -
7
reAlpha
reAlpha
The reAlpha Platform is an AI-powered end-to-end home-buying system that streamlines the entire journey from property search through closing by integrating brokerage, mortgage and title services into one unified experience. It features a conversational AI agent to guide buyers through budgeting, market analysis, touring, document processing and offer submission using more than 400 data attributes to tailor recommendations. Buyers benefit from a commission-free model that eliminates traditional buy-side agent fees and, in many cases, receives a rebate or closing cost credit when the seller covers the commission. The platform’s workflow is built for simplicity and transparency: users search homes, apply for financing, complete title and settlement all within the same digital ecosystem, and licensed agents support the process when needed.Starting Price: Free -
8
SiteOne Services
SiteOne Services
SiteOne frees builders to do what they do best – build homes. We provide tools to deliver a superior customer experience, share critical information with homeowners, facilitate warranty service requests, automate processes, resolve concerns, and manage home records. SiteOne's Builder Toolbox is the only paperless work order management solution from creation to close. Builders can receive and respond to requests on any device, electronically accept or deny and assign to a trade. Every communication is documented for risk mitigation. Intelligent reports identify trending issues and reduce operating costs with real-time dashboards. SiteOne's HomeHub is a password-protected portal for homeowners to submit service requests with photos and communicate with their builder. It also includes everything needed to care for their new home, including digital manuals and warranties, an inventory of every appliance installed in the house with links to register them, and maintenance reminders. -
9
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. -
10
Knock
Knock
Knock offers a first-of-its-kind bridge loan that enables homeowners to purchase their next home before selling their current one. Knock allows access to up to $500,000 of equity from the existing home to cover expenses such as down payments, repairs, moving costs, and even debt consolidation. Notably, the loan is interest-free for up to six months, providing financial flexibility during the transition period. By removing the current mortgage from the new mortgage calculation, buyers can make more competitive, non-contingent offers, increasing their chances in competitive markets. Knock offers up to $35,000 in home prep funds to enhance the sale readiness of the existing property. If the home doesn't sell within six months, Knock provides a purchase offer, ensuring peace of mind with a guaranteed sale price. It collaborates with agents and lenders to streamline the process, aiming to simplify the journey between homes with convenience. -
11
DocFactory
Neoledge
Data and Document Archiving. Electronic archiving with the ECM and EDM solution by NeoLedge. Data and document archiving is a highly regulated and circumscribed activity with regard to the recording, storage and retrieval of documents. With physical archiving, paper storage is very costly and cumbersome, not to mention all the risks involved. This is why electronic archiving is a much more practical, economical and secure solution. However, this new way of storing documents must also meet certain standards. How do you guarantee the integrity of documents stored in digital format throughout their life cycle? From scanning to archiving electronic documents, the NeoLedge ECM archiving solution enhances data storage while ensuring data confidentiality by enforcing retention rules. Our archiving solution can interface with any external Electronic Records Management (ERM) system giving you an easy way to safely archive all your documents. -
12
The Work Number
TotalVerify
Less administrative hardship for you and more time to focus on your business objectives can have a positive impact on your business and bottom line. Our online verifications offer instant data, plus paperless documentation that can flow into automated underwriting and benefits decisioning platforms to ease customer and administrative burdens. Hundreds of thousands of credentialed verifiers including lenders, credit issuers, and government agencies count on us as their preferred provider. Quickly access homebuyers’ information and streamline the mortgage verification process with our fast and efficient products. Confirm whether an applicant-provided name and social security number match employer-provided data to quickly validate an applicant’s identity.Starting Price: $66.45 per report -
13
Total Expert
Total Expert
Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions. Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership. The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions. Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.Starting Price: $69 per user per month -
14
Homeowner Central
Constellation HomeBuilder Systems
Homeowner Central was built specifically for new home builders and developers, offering fully interactive homeowner and builder specific portals that enhance the homeowner experience. Homeowners can access a wealth of information from any device through engaging and intuitive web portals, allowing home builders to provide first in class homeowner care initiatives. An interactive homeowner portal provides room-by-room access to unit-specific information including appliances, operating manuals, maintenance schedules, and warranty information. A builder portal allows access to detailed project information like trades and specifications, homeowner contacts, service requests, messaging, deficiency reporting, and more. A service request management system tracks and manages warranty-based homeowner service requests. A deficiency review app to automate your pre-delivery inspection process and key-release sign-off. -
15
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. -
16
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. -
17
Questys Document Management
Questys Solutions
Your offices may be crowded with bulky, inefficient filing cabinets–but there are better ways to manage documents. Streamlining how you manage your business-critical documents is mandated by governing agencies as well as your bottom line. Advantages of moving to an Electronic Document and Content Management Solution are obvious but for some this may be a new, challenging concept. This section explains what document imaging is, and why it is beneficial for any business. Document Imaging is the process of converting paper documents, microfilm, microfiche and aperture cards into electronic image files. Once scanned or imported, documents are processed and indexed using one to many parameters and stored in an electronic archive. Images securely stored in an electronic archive, or repository, can be retrieved, viewed, panned, zoomed, rotated, cropped, resized, annotated and redacted. Software applications that enable imaging functionality are known as Document Management Systems (DMS). -
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beycome
beycome
Beycome is redefining real estate by removing commissions, agents, and middlemen. Powered by our AI, Artur, Beycome lets you take full control of your property journey—list, sell, and close your home entirely online. No agent. No commission. Lower title fees. Plus, earn up to a 2% rebate when buying your next home. Built to make housing more affordable and accessible, Beycome empowers homeowners and buyers to save time and money without sacrificing quality or support. As of October 2025, more than 18,000 homes have been closed through Beycome, helping users save over $208 million in traditional real estate commissions.Starting Price: $99 -
19
Qualia
Qualia Labs
Qualia is the leading digital closing platform used by real estate professionals, lenders, and homebuyers in the United States. Processing real estate transactions for millions of consumers each year, our technology brings together users from across the real estate ecosystem to coordinate every step of the closing process through a secure shared platform. Built by a diverse team of experts from across the tech, finance, and real estate industries, Qualia combines an enterprise title and escrow production platform, nationwide vendor marketplace, and online closing room for consumers to create a secure, seamless home buying experience for all. -
20
Movoto
Lower
Movoto is an online real estate platform that helps consumers search for homes, connect with agents, sell properties, and explore mortgage options. Buyers can customize property searches, save homes, receive real-time listing updates, and browse listings across cities and states throughout the United States. The platform also provides access to licensed real estate agents who can assist with offers, inspections, appraisals, negotiations, and closing. Home sellers can use Movoto to connect with agents and access tools designed to support the selling process. Mortgage resources include affordability tools, calculators, and connections to lenders for pre-approval and financing assistance. Movoto also offers neighborhood guides, market trend information, school resources, and real estate tips to help consumers research locations and make more informed housing decisions. -
21
Mynd
Mynd
Our boots on the ground and proprietary technology help you realize the potential of real estate investing, 100% remotely. Mynd is the first and only end-to-end real estate platform that helps investors, from first-time homebuyers to global financial institutions, find, finance, buy, manage, and sell residential investment properties. Our integrated tech + services model allows you to build and manage a portfolio from anywhere in the world. We’ve taken the hassle and complexity out of real estate investing, so you can focus on what matters to you. Use our flexible map-based search algorithm to filter by neighborhood, purchase price, estimated monthly rent, cap rate, cash flow, and more. Our industry-leading platform alerts you when investment properties that match your preferences become available. Mynd Mortgage is a full-service mortgage brokerage and subsidiary of Mynd. -
22
HomeProfile
AxisPointe
Turn that drawer full of product manuals and paper documents into a professional, digital profile for your homeowners! AxisPointe’s HomeProfile system allows you to easily share, store and manage all your important construction documents to save you time and money. Information can be displayed via the web or you can create a customized printed binder or booklet for your clients. HomeProfile makes it easy to assemble and publish all the information your customers need to know about their new homes. You decide which documents are shared with the homeowner, and which documents are to be confidentially stored with the HomeProfile for liability protection. Since documents can be easily replicated using templates. Product library includes digital files of warranties, use instructions and other manufacturer information. -
23
Tungsten PaperPort
Tungsten Automation
Manual paper processes that rely heavily on printing, faxing and mailing waste time and money—this is true for individual users and organizations of any size. To increase efficiency in the home office, or to digitally transform business processes to become more agile and connected, a streamlined document management solution is essential. Tungsten PaperPort allows individuals and organizations to scan, share, search and organize documents in a simple, integrated solution. With Tungsten PaperPort, you can take individual or enterprise information management to new levels of productivity and security using the ultimate digital filing cabinet.Starting Price: $99 one-time payment per user -
24
RealScout
RealScout
Where agents and homebuyers search for a home together. RealScout’s full-browser search experience keeps clients inside a safe haven for collaboration - no ads for other agents. Notify your clients of new listings faster, using our natural language emails branded for you. Alerts are customized for every buyer. Our industry-first property comparison feature automatically displays listings side-by-side, room-by-room using machine learning. We integrate with best-in-class third party apps — or use our API to configure RealScout for your team’s unique needs. What you know about your buyers will win you more sellers. Leverage homebuyer demand data to win and sell more listings. RealScout is designed to work beautifully on devices of all shapes and sizes. Plus, we have apps for iOS and Android.Starting Price: $39 per agent per month -
25
Flueid
Flueid
Use title data and insights to convert borrowers seconds after a home equity application is placed and know which opportunities can be fast-tracked to a 5-day or less closing. Use title data to understand the viable loss mitigation strategies available to you as the servicer, and your borrower, as early as the 30-day delinquency mark. Receive the report in under a minute. Think of a verification of employment or income. Flueid’s data-driven VOT solutions streamline the complete mortgage lending, title & closing, servicing & secondary markets processes. Fueled by our leading Flueid Decision platform, our VOT products make key title data and intelligence accessible during critical decision-making steps in a real estate transaction. This eliminates silos between title and closing and other workflows for a streamlined consumer experience. Our VOT products are purpose-built for every team. An easy-to-use workflow tool, they provide you with a title clearance decision.Starting Price: Free -
26
SimpleBuild
Simple Build Group
SimpleBuild is a web-based construction management platform tailored for custom home builders and remodelers. Designed by a team of builders, contractors, and homebuyers, it aims to streamline building processes and enhance client experiences. The software offers features such as online project management, detailed scheduling, task and appointment tracking, allowances and product selections, electronic signatures, punch lists and warranties, daily reports, insurance alerts, and document management. By automating various aspects of construction management, SimpleBuild helps ensure projects are completed on time and within budget, while fostering better communication among project teams and clients.Starting Price: $500.00/year -
27
FinLocker
FinLocker
FinLocker is a transactional personal financial assistant tool that enables loans and financial transactions. With consumer consent, FinLocker captures key borrower data (e.g., assets, income, taxes, credit, real estate, credit, insurance, and more) and applies intelligent analytics such as loan product recommendations based on a consumer’s financial profile, asset and income verification, and more. Plus additional innovative features, such as preparing first-time homebuyers financially, 140+ mortgage education videos, and real estate search. A secure data and document vault. With consumer’s consent, FinLocker retrieves and aggregates data from trusted sources and applies AI for insights and recommendations. Lenders can communicate with the consumer and offer promotions, products, customized notifications or personalized recommendations. Borrowers are given unprecedented insight into and control over their data, giving them greater confidence. -
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Digs
Digs
Digs software simplifies information sharing for builders and homeowners, streamlining every stage of home building. Find and share project documents quickly with clients. Review finishes and selections with accuracy between clients, suppliers, and trades. Manage communications, punch lists, and client tasks efficiently throughout the project. Record final walkthrough tasks and share what clients need in one place. Give clients a comprehensive set of secure and sharable home documentation. Offer flexible warranty support matching your business goals. Digs is available on both desktop and mobile, ensuring you are as productive in the office as you are on site, no app download is needed. By combining our expertise in home building, human-centric design, and AI technology, we seek to achieve greater efficiency in construction and provide homeowners with more context around their homes that is both user-friendly and easily shared.Starting Price: $59 per month -
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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: -
30
Norma by Lexum
Lexum
Norma provides organizations with an intuitive administration interface to upload, organize, enrich, and publish legal content within their own environment. Norma automatically converts Word and PDF files into responsive, accessible HTML and PDF formats, and autofills key metadata (title, date, citation, parties, etc.) to ensure consistent, compliant publishing with minimal manual input. With AI- enrichments, it generates summaries, meaningful titles, and keyword tags that you can review. With myNorma, save documents, create alerts, and track changes. Transform dense legal manuals into interactive online resources with dynamic tables of contents, inline notes, and collaborative features. Highly configurable (collections, fields, labels), secure (roles, private spaces, SSO), and API-ready, Norma includes audit trails, archive import, e-signatures, usage statistics, distribution tools, accessibility compliance, multilingual support, mobile compatibility, and white-label deployment. -
31
cuSmarText
Circle Unlimited
cuSmarText is the document management software (DMS) that is fully integrated into SAP systems. It provides the fastest access to any information and processes – across the company, up-to-date and audit-proof – thus increasing transparency in your company. The versatile functions of the software solution automate the administrative processes. Manage all documents throughout their entire life cycle – from document creation to storage and usage through to their organized destruction – in every department and with less manual effort. The DMS software sets your company on the right track towards a paper-free office. Similarly, digital documents and information receive significantly better protection against destruction and manipulation as well as unauthorized access than any paper-based record management could provide. -
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HomeBinder
HomeBinder
HomeBinder improves home value through a centralized management platform provided exclusively by authorized professionals. For your homeowners, we make centralized management effortless. Whether it's ongoing maintenance, appliance recalls, or a fire/theft, HomeBinder's here to reduce common homeowner headaches. We combine property-specific info, localized expertise, and our suite of tools to help homeowners improve the value of their largest asset. We help homeowners take the necessary steps to prevent emergency repairs so they can spend $10 today to save $1000's later. They'll never forget about basic upkeep again with regular notifications, via text or email. They can set up projects directly from the inspection report, or at any time for ease of tracking. They'll keep the home’s paper trail all in one place, digitally stored for direct access. Homeowners can store make and model numbers to get notified if there’s ever a recall. -
33
Crown Pointe FTO
Crown Pointe Technologies
Field Training Officer Software (FTO) automates Field Training Evaluation Programs (FTEP) by eliminating cumbersome, error-prone and unsecured paper-based systems. It offers instant access to all field training documents (DOR's, Check Lists, Evaluations, etc.) and improves reporting accuracy and efficiency. The Field Training Officer is equally suited for police, detention, and emergency communications. FTO delivers the central control your organization needs in an easy-to-use, multi-user digital document management system and reduces effort spent managing the process so you can focus on training and evaluation. The system supplies all of the integrated tools you need to create, catalog, edit, spell-check, evaluate, print, secure, and archive your FTO / CTO documents. -
34
Gateless
Gateless
Gateless converts post-closing paperwork from labor-intensive, error-prone workflows into efficient, automated processes using the power of artificial intelligence. Gateless provides the ultimate combination of veteran mortgage expertise and Artificial Intelligence. Our AI Mortgage technology is an end-to-end solution that uses machine-learning to transform a labor-intensive, error-prone process into an efficient, fully automated system. By leveraging our Community Model, we create real, proven solutions that span the entire mortgage process. Configured to operate with your existing systems of record, our technology ensures your platform will be measurably more productive and efficient. AI Mortgage has created AI-driven technology that does what humans do, only better and faster. By organizing and automating the initial file review performed by your post-closing team prior to shipping loans to investors, AI Mortgage minimizes or eliminates the need for human review. -
35
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. -
36
LoanShark
Data Designs
Our newest version of LoanShark, our award winning mortgage and loan management software, is now available with more power, features and options than ever. It has been a long time in the making and testing stages and incorporates many user requested and suggested changes. LoanShark 7.5 can now handle quarterly payments from your notes or mortgage loans. This has been requested several times and has now been made a part of the software options. If you are holding notes receivables such as one or more mortgage notes on real estate, or loans on personal property such as new or used cars, mobile homes or any other items, you need our LoanShark mortgage management, loan servicing and amortization software to manage, record and document your incoming loan payments.Starting Price: $69 one-time payment -
37
Homer
Homer
Homer is the Home Management App that helps you be a better homeowner. In Homer, all documentation and inventory in a home is saved. A s residential property developer or realtor, you can package and deliver all important documentation about a property to the buyer.Starting Price: $10 USD /month per user -
38
Hyphen HomeSight
Hyphen Solutions
Give your homebuyers the power to build and design their dream home with Hyphen Solutions’ industry-leading virtual design software. We help provide your prospects with a fun, personalized visual experience, while improving your sales process efficiency, increasing overall leads and conversions, as well as giving your homebuyer’s the ability to see your options, finishes and customizations at the click of a button. Communicate your availability of finishes and customizations quickly to your leads and prospects, allowing them to fall in love with their personalized home brought to life before their eyes. This increases the effectiveness and productivity of the sales process, increasing the probability of lead to contract conversions, while giving you insights into popular styles and trending features. -
39
Unify CRM
Unify
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 -
40
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. -
41
SoftExpert ECM
SoftExpert
SoftExpert ECM is a software that provides all of the core content management services needed to create, capture, manage, store, preserve, and deliver content related to organizational processes. It is a practical software solution for centralizing unstructured content and better managing the entire content lifecycle. The solution provides a set of enterprise content management capabilities, including document and record management, workflows, search and archiving, as well as specific applications, such as contract management and engineering document management system (EDMS), all integrated into a single web-based platform. Because of the tool’s robust nature and flexibility in managing content-oriented processes, structured documents, such as forms, or unstructured documents such as requests or informal records, can be analyzed and classified. -
42
LawFirmSoftware.com
National Software
Software automates preparation and printing of the HUD-1, HUD-1A RESPA Settlement Statement forms. The software does all the math; from tax prorations, to interest calculations, to recording fees, loan discounts, aggregate escrow adjustment and more. All calculations are updated instantly as data is entered. A closing disclosure is a five-page form that provides final details about the mortgage loan you have selected. It includes the loan terms, your projected monthly payments, and how much you will pay in fees and other costs to get your mortgage. Our software is automated to complete the closing disclosure quickly. Your time is valuable. Our software automates document preparation and printing. Common information is transferred within the forms, eliminating the need for redundant typing. Print professional looking, federally compliant, laser-quality closing documents or convert to PDF.Starting Price: $99 per year -
43
CemeteryFind
CemeteryFind
Easy-to-use database can be customized to your specific needs, with a wide variety of data fields. Find and update records instantly! Optional public burial record view. Your paper or CAD cemetery maps are seamlessly linked to burial location and lot owner information for interactive "map-it" and "navigation". Once new burials are added, they instantly appear within your cemetery map. View scanned paper records and computer files in one seamless, easy-to-use records management system. Commonly used by office staff, funeral homes and the public to search new burials and availale lots as well as historical records. All scanned records can be merged with a new CemeteryFind search database so you never have to give up your old paper records. -
44
Access Unify
Access
Access Unify is a complete information management platform that helps organizations manage physical and digital information through one connected system. The platform brings together records management, retention governance, healthcare data archiving, and energy data management into a unified experience. Access Unify enables businesses to streamline how they store, retrieve, govern, and protect information throughout its lifecycle. Organizations can improve efficiency by eliminating information silos and automating workflows across records, compliance, and retrieval processes. The platform includes specialized solutions such as Access Unify | Records, Access Unify | Lifecycle, Access Unify | Energy, and Access Unify | Health to support different industry and operational needs. Access Unify also supports AI-assisted indexing, rapid digital delivery, lifecycle governance, and searchable archives for improved accessibility and compliance. -
45
EncryptScan
EncryptScan
HIPAA-compliant scanner app that saves your team time and keeps sensitive documents secure. Stop jeopardizing your business with insecure apps and inefficient document workflows. Securely capture documents from the field and share them with your team in seconds while remaining HIPAA-compliant. EncryptScan standardizes the process of securely capturing documents from the field and sending them to the back office, in real-time, with HIPAA compliance. Scan paper documents, insurance cards, and more. Automatic edge detection. Editing features include filtering, rotating, and cropping. Biometric access control via facial/fingerprint recognition or PIN. Compatible with any EMR/EHR or record management system. EncryptScan uses biometric authentication and local encryption to secure your documents. Scanned documents are never accessible from the camera role or outside of EncryptScan. Automatically scan document pages in a matter of seconds thanks to advanced document scanning algorithms.Starting Price: $20 per month -
46
iDoc
HTC Global Services
As you seek seamless, connected, and readily accessible content to make a difference in the lives of the patients you serve and the clinical staff you employ, the sheer numbers of people, data, and documents could hamper your efforts. You need transformative content management solutions, built by experts and for your industry. iDoc™ is exactly that. A portfolio of advanced digital healthcare content management solutions, the iDoc™ product line manages and archives health information with flexibility and quick deployment to simplify processes and provide cost-effective options for healthcare organizations. With robust features and functionalities, you can automate, integrate, secure, and, simplify content workflows, and make your content available on any device, anytime, anywhere.What you do in the process is empower your staff and physicians to deliver exceptional care and a differentiated experience to patients. -
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DealMachine
DealMachine
If you’re a real estate investor, mortgage lender, roofing contractor, solar installer, DealMachine gives you 700 filters on homeowners and properties to build the perfect marketing list for direct mail, email, phone, text, and online outreach. DealMachine is a real estate data + consumer data platform that gives real estate investors and home service based businesses (anyone who needs to reach homeowners) access to property, ownership, and decision-maker insights they can't get anywhere else. For example: 3 unique aspects of DealMachine’s data 1. The phone numbers are labeled owner/renter/family so you can isolate the decision maker 2. You can filter by the “skip trace data” to build your list like owner age, language spoken, or household income. This example is helpful for land investors… usually only seniors sell vacant land. 3. You can totally eliminate any disconnected numbers by using our export column that says how much the person picked up their phone in the last 2Starting Price: $119 per month -
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Opendoor
Opendoor
Get an offer in minutes, sell in a matter of days. We'll make you a competitive cash offer so you get a stress-free sale without listing. Sell directly to us and get paid in a matter of days, so you’ll have the cash you need to buy your next home. Do a video walkthrough and skip the showings. If repairs are needed, you can let us handle the work. We believe in an easier home sale. Choose your close date to avoid double-moves and double‑mortgages. Sell your home at a higher price and attract more buyers with a $10k interest-free advance for renovations. Pay just 5% in fees. That's 1% less than the traditional 6% and thousands in savings. From setting the right list price to closing, you’ll be supported by local industry experts. We’ll help you buy a home on your terms and save thousands in the process.Starting Price: 5% fee -
49
Filogix
Finastra
We offer a web-based, reliable and secure end-to-end solution for the creation, submission and management of mortgage applications. Expert POS offers secure connectivity between more lenders and mortgage brokers than any other available solution. The steppingstone to a fully digital mortgage experience. A free solution you can access anywhere, anytime to do more, faster. Available any time, from any type of device, Filogix Expert Pro offers integrated e-signature capabilities, document storage, email marketing features, bank statement retrieval, and much more. This is the future of deal management systems in the industry, enabling you to do more, faster. Filogix’s secure document management solution enables lenders and mortgage brokers to securely share, store, and manage documents associated with the mortgage application process. -
50
Carizma QM
Axicos
Carizma QM is a web-based software that supports users in managing the entire lifecycle of regulated documents from authoring, review, approval and release to archiving. Creation and management of regulated documents, e.g. SOPs. Integrated workflows for review and approval. Automatic start of training workflow, read and understood upon approval. Electronic signature – 21 CRF part 11 compliant. Display of users who have read and understood. Validated and audit trail. Supports users to manage the entire lifecycle of regulated documents within Carizma-QM itself. The author defines key information e.g. document type (SOP, work instruction, form, checklist, etc.), title of document, process owner (department), groups of users to whom the document is applicable, review cycle. Users are defined in due time by e-mail when a document needs to be reviewed. Carizma creates the skeleton document.
