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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is CANDID?

CANDID is a holistic CRM and lending workflow platform tailored for mortgage lenders and loan officers. This web-based solution effectively merges the management of borrower and referral-partner relationships with features such as loan pipelines, task organization, communication workflows, and comprehensive reporting capabilities. Users can track prospects and applications efficiently, guarantee prompt follow-ups, and manage the entire borrower experience from the first inquiry to the successful loan closing. Furthermore, CANDID incorporates automation and AI-driven tools to enhance lead engagement and simplify operational processes, boasting integrations with a variety of mortgage loan origination systems, including Encompass, LendingPad, ARIVE, and Nano. Aimed at independent mortgage banks, brokers, credit unions, and lending teams, the platform is designed to refine the management of sales and borrower relationships in harmony with lending workflows. With its intuitive interface and powerful features, CANDID enables teams to boost productivity, enhance client interactions, and ultimately foster stronger relationships throughout the lending journey. This ensures that all involved parties can navigate the complexities of the mortgage industry more effectively.

What is ABLE Platform?

The ABLE Platform is a comprehensive web-based software solution that facilitates all aspects of loan origination and management through its various modules. Included in its offerings are a landing page and borrower portal designed to attract and assist borrowers, a self-service portal for managing enterprise activities, and a back-office module that serves as the central hub for processing loan applications, administering disbursed loans, managing the loan product catalog, and providing built-in dashboards, among other features. This versatile platform accommodates a wide range of loan types, including payday loans, personal loans, point-of-sale loans, buy now, pay later options, mortgage loans, home equity loans, auto loans, and student loans, among others. Moreover, users can opt for either a SaaS model or an on-premise installation, further enhancing its flexibility and accessibility. By offering such a diverse array of functionalities, the ABLE Platform ensures that financial institutions can efficiently cater to their clients' needs.

Media

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Media

Integrations Supported

ARIVE
LendingPad

Integrations Supported

AFS G2
ActiveCampaign
Adobe Acrobat Sign
Docusign
Equifax B2B Marketing Compass
Equifax BusinessConnect
Equifax Compliance Center
Experian Connect
Experian Health
Experian Identity Verification
Experian PowerCurve Strategy Management
Facebook
Plaid
QuickBooks Online Advanced
WhatsApp
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Contact the ABLE team for pricing details.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CANDID APP

Date Founded

2020

Company Location

United States

Company Website

candid.inc/

Company Facts

Organization Name

ABLE Platform

Date Founded

2014

Company Location

United States

Company Website

ableplatform.io/retail-lending-and-microfinance-software

Categories and Features

CRM

Not specified

Categories and Features

AML

Behavioral Analytics
Case Management
Identity Verification
SARs
Transaction Monitoring
Watch List

Banking

Corporate Banking
Credit Card Management
Credit Union
Multi-Branch
Online Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Financial Risk Management

Credit Risk Management
Liquidity Analysis
Loan Portfolio Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Financial Services

Analytics
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Fraud Detection

Check Fraud Monitoring
Custom Fraud Parameters
For Banking
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval

Loan Management

Not specified

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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

Online Banking

Chat / Messaging
Electronic Statements
Fraud Detection
Loan Management
Retail Banking
Single Sign On
Transaction Monitoring

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