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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 ACES?

The customized ACES audit packs designed for mortgage origination, servicing, and consumer lending integrate ready-to-use reports and specialized inquiries alongside ACES' unmatched flexibility and effectiveness. During the various phases of the loan lifecycle—from pre-funding to post-closing and servicing—mortgage lenders need to evaluate the quality of their assets at multiple intervals. ACES Quality Management and Control offers a comprehensive solution that empowers mortgage lenders to detect and correct loan defects, comply with regulatory requirements, and reduce legal risks across all facets of their origination and servicing operations. While significant risks can lead to considerable rewards, commercial lenders remain acutely aware of how quickly those gains can dissipate due to loan defects or compliance errors. By providing commercial lenders with powerful auditing and fraud detection capabilities, ACES Quality Management and Control helps secure those rewards while maintaining quality and compliance throughout the entire loan portfolio. This proactive strategy not only boosts operational efficiency but also cultivates trust and reliability within the lending ecosystem. Ultimately, the combination of these tools ensures that lenders can navigate challenges with confidence and sustain their competitive edge.

Media

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Media

Integrations Supported

ARIVE
Encompass
LendingPad

Integrations Supported

Zoom Phone

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
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

ACES

Company Location

United States

Company Website

www.acesquality.com

Categories and Features

CRM

Not specified

Categories and Features

Mortgage and Loans

Government Loans

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