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What is AtClose?

AtClose represents the future of digital solutions for title, mortgage, and escrow services, facilitating quicker closings and providing data-driven insights that enhance communication while shortening the processing time for title and mortgage lending. The platform automates various aspects of title, settlement, and appraisal processes, with workflows and comprehensive vendor management tools that simplify intricate tasks. Seamlessly integrated with major lenders and vendors, it supports all stakeholders involved in both pre- and post-closing phases. This powerful software is crafted to boost accuracy, minimize repetitive tasks, strengthen vendor partnerships, and significantly save time. It also features automated processes for appraisals, along with title and settlement processing, ensuring efficiency through advanced search automation. Furthermore, it offers post-close and recording automation, effectively managing underwriters, vendor oversight, and detailed reporting. Users benefit from a dynamic, template-driven document generation system, with distinct portals and systems tailored for both vendors and clients, enhancing the overall user experience. As a result, AtClose sets a new standard in the real estate industry, paving the way for innovations that transform how transactions are handled.

What is Advise Wise?

Advise Wise is a cutting-edge cloud platform tailored for financial advisers, allowing them to effectively source, evaluate, and manage mortgage and equity release options for clients entering later life, thanks to its use of advanced filtering options, integrated property and health assessments, side-by-side plan comparisons, and Quick Quote tools that provide immediate estimates. This platform features a comprehensive CRM system that securely organizes client information, case documents, product searches, and crucial fact illustrations, while also supporting the upload of various file types and tracking case progress in adherence to regulatory requirements such as Consumer Duty and FCA standards. Moreover, it includes an integrated Fact Find template that automatically populates client and property information, streamlines the generation of AI-powered Suitability Letters, and allows for the smooth submission of Key Facts Illustrations and online applications via API connections with lenders; advisers can also select and coordinate with specialist solicitors directly from a client's case to enhance efficiency. The array of tools and functionalities offered by Advise Wise allows financial advisers to provide tailored services while enhancing the productivity of their operations. By leveraging technology in this manner, the platform significantly contributes to the overall effectiveness of financial advisory practices.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
DocMagic
Epicor CMS
Google Maps
Keystone
Live Commerce
Loangility
Microsoft Dynamics 365
Microsoft Dynamics GP
Microsoft Entra ID
QuickBooks Online
ResWare
SendGrid
ShortTrack
Smarty Software
Workday Extend
Zillow

Integrations Supported

Amazon Web Services (AWS)
DocMagic
Epicor CMS
Google Maps
Keystone
Live Commerce
Loangility
Microsoft Dynamics 365
Microsoft Dynamics GP
Microsoft Entra ID
QuickBooks Online
ResWare
SendGrid
ShortTrack
Smarty Software
Workday Extend
Zillow

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AtClose

Date Founded

1995

Company Location

United States

Company Website

www.atclose.com

Company Facts

Organization Name

Advise Wise

Date Founded

2019

Company Location

United Kingdom

Company Website

advisewise.com/platform/

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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