Close It vs. 1099 Pro

Optimize your lending processes and accelerate your growth with Mortgage Automator, an advanced software solution for loan origination and servicing. Tailored explicitly for private and hard money lending firms in North America, this platform empowers lenders to automate essential tasks, boost productivity, and concentrate on what truly matters—expanding their business. The extensive loan origination suite offered by Mortgage Automator allows lenders to capture leads and loan applications, cultivate a solid sales pipeline, seamlessly manage communications and tasks, and enhance their overall lending workflow. Moreover, the loan servicing functionalities of Automator help lenders to reduce manual errors and conserve valuable time through its robust automation features. By implementing our complete fund structure solution, you can improve the reliability of your lending operations and provide investors with confidence in their investments. With Mortgage Automator, you not only streamline your lending practices but also position yourself for sustained growth in a competitive market. Embrace this innovative platform and take your lending business to new heights.

LendingPad is an enterprise-grade, cloud-based loan origination solution (LOS) crafted to advance mortgage lending for banks, credit unions, brokers, and lenders. Developed by seasoned mortgage experts, the system prioritizes rapid processing, transparency, and intuitive usability—empowering teams to expedite closings and enhance the borrower journey. This platform brings together essential workflows, streamlines repetitive processes, and upholds compliance using a robust, API-centric design. By minimizing operational slowdowns and making daily tasks easier, LendingPad lets mortgage professionals dedicate more time to client service rather than administrative duties. Its adaptable framework supports institutions of any size in responding swiftly to shifts in the market, regulatory updates, and new business strategies.

Lofty, previously known as Chime, offers an innovative platform that merges a robust AI-driven CRM with widely-used functionalities such as our Dynamic CMA, automated social media marketing, and an impressive IDX website, all while being recognized for its user-friendliness. Specifically crafted for real estate professionals eager to enhance their lead generation and closing capabilities, our intuitive system ensures that agents of any experience level can effortlessly achieve impressive outcomes. Regardless of an agent's tenure in the real estate sector or their technical proficiency, Lofty empowers them to deliver results seamlessly. Are you seeking an AI assistant that actively engages with potential clients around the clock and adapts to its conversations? We provide that capability. Interested in a geo-farming tool to uncover elusive seller leads within your locality? It's already integrated into our system. In addition, our award-winning software is designed to align with team dynamics and helps you differentiate yourself from the competition, offering you everything you need and beyond. If your goal is to close MORE deals at a much quicker pace, Lofty is the solution you’ve been waiting for! Explore the possibilities with us today!

Skillcast delivers compliance training and RegTech through a unified Compliance Portal that brings e-learning, Policy Hub (versioning & attestations), staff declarations, compliance registers, CPD/Training 360 and Events Management in one place. Use Skillcast as your LMS or deliver content into your LMS via Remote SCORM/xAPI. Aida, the built-in AI assistant, answers policy-aware questions. Integrates with HR/LXP platforms and supports SCIM. Security: Azure hosting; ISO 27001, Cyber Essentials/Plus and SOC 2. Standards: SCORM 1.2/2004, xAPI. Library: 400+ courses spanning anti-money laundering, financial crime, GDPR/data protection, health & safety, cybersecurity, anti-bribery, sanctions and equality. Prebuilt registers cover Gifts & Hospitality, Whistleblowing, Data Breach and RIDDOR, with configurable workflows and approvals. Industries: financial services, manufacturing, hospitality and retail. Free trial available. Multilingual, accessible delivery.

Our robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.

Docmosis is a versatile document generation solution that can be utilized either as a self-hosted option or through a SaaS model, allowing users to create templates tailored to their needs. It offers seamless integration with both custom-built software and well-known third-party applications via a comprehensive API. Users can design their templates using MS Word or LibreOffice, incorporating plain-text placeholders to manage the insertion of various elements such as text, images, and tables. Additionally, Docmosis allows for conditional content management, calculations, repetition of data, data formatting, and much more, enhancing the overall document creation process. This solution is compatible with diverse programming languages, including Java, C#, Python, PHP, and Ruby, through its REST API, and it easily connects with low-code and no-code platforms such as Appian, Bubble, Mendix, and Outsystems. Moreover, it works effectively with third-party form builders and applications that support webhooks, including FormAssembly and Salesforce. Businesses across many sectors—such as Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing—leverage Docmosis to produce a wide array of personalized documents, including letters, invoices, proposals, contracts, statements, and reports. By streamlining the document generation process, Docmosis empowers organizations to enhance efficiency and improve communication with their clients and stakeholders.

DWR eDiscovery provides legal professionals with the capability to examine, manage, and produce documents that may be pertinent to ongoing litigation cases. Our suite of software and hosted subscription services includes a variety of document review functionalities, such as AI-based search, keyword searches, keyword highlighting, metadata filtering, and document marking. Moreover, it features privilege logging, redaction capabilities, and analytical tools designed to enhance the user's understanding of their document collection. Users can independently execute all these tasks, allowing them to perform essential eDiscovery functions without the need for external assistance. DWR eDiscovery offers both hosted and on-premises subscription options. The DWR Pro desktop application can be installed on personal computers or servers, with a licensing fee of $1995 per concurrent user per year. For cloud subscriptions, charges are applied based on storage per GB, with a transparent pricing model and no hidden costs involved. The basic Single Matter subscription starts at $10 per GB per month, with a minimum monthly fee of $250. Additionally, private cloud options accommodate multiple matters and users at a rate not exceeding $4 per GB per month, which can decrease to as low as $1 per GB per month for larger volumes. This flexible pricing structure ensures that clients can choose an option that best fits their needs and budgets.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Bryt Software enhances the Loan Servicing Process by minimizing errors and boosting operational efficiency. Our platform is designed to simplify your workflow while being both powerful and user-friendly, making it a great asset for your business. With a straightforward and effective implementation process that takes just 30 minutes, you can quickly get started with minimal support. Many of our clients successfully set up their systems independently, avoiding implementation costs, although we do provide unlimited free support that is sure to impress. Utilizing cutting-edge AZURE cloud technology, we ensure a modern and reliable service. Our commitment to fair and transparent pricing reflects our belief that customers should never be trapped in lengthy contracts. We determine our fees based on the number of users and the features you need, confident that you will appreciate both our product and our level of service. Additionally, our aim is to create a lasting partnership with you, built on trust and satisfaction.

Founded in 2004, a global market-leading software provider focused on credit risk automation for lenders looking to provide an efficient, competitive, and seamless omnichannel financing journey. Axe Finance developed Axe Credit Portal – ACP – a future-proof AI- driven solution to automate the entire credit lifecycle from KYC to servicing including origination, credit scoring, and automatic decision-making. ACP is a multi-segment digital lending solution covering not only Retail, Commercial, Corporate, FIs, and Sovereign segments but also other specific types of lending such as Microfinance, BNPL, Embedded financing, Islamic finance, Green Loans, debt servicers & collectors. Axe Credit Portal – ACP – is a future-proof AI-driven solution to automate the loan process from KYC to servicing including scoring, automatic decisioning, limit management, and collateral management. ACP is a locally hosted or cloud-based solution for lenders looking to provide an efficient, competitive, and seamless omnichannel financing journey for all client segments (Retail, Commercial, Corporate, Sovereign, and FIs.) ACP is a multi-segment digital lending solution covering not only Retail, Commercial, Corporate, FIs, and Sovereign segments but also other specific types of lending such as Microfinance, BNPL, Embedded financing, Islamic finance, Green Loans, debt servicers & collectors. Axe Finance is the trusted partner of leading global banking institutions such as Société Générale, OTP Bank, APS Bank, Arab National Bank, Al Rajhi Bank, Saudi EXIM Bank, QNB, ADCB, FAB, Bank of Bahrain and Kuwait, Bangkok Bank, Vietcombank, VIB, Permata Bank, BRED Bank Cambodia, Fidelity Bank, Polaris Bank, African Development Bank Group. among many others.