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What is Engaged CRM?

The integration of mortgage sources allows for a seamless transfer of data collected from your customized fact-find directly into the APIs of 27Tec. By combining this information with the extensive filters already available through 27Tec's independent service, users can explore a diverse range of lenders, packagers, clubs, and products, all while tapping into the detailed product information and sophisticated research logic that 27Tec embeds into your CRM system. Once you receive the results, you can effortlessly access the documentation features provided by 27Tec; with a single click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS), both of which can be tailored to include your specific fees and broker information. Moreover, these documents will be efficiently stored in your CRM, ensuring that they are accessible throughout the entire application process whenever you need them. This enhanced workflow not only boosts efficiency but also guarantees that all essential documentation is at your fingertips, facilitating a smoother overall experience. Additionally, having such organized access to vital documents can significantly reduce the chance of delays in the application process.

What is ALFA?

Streamlining the loan forgiveness process for the CARES Act Paycheck Protection Program (PPP) is essential for supporting small businesses efficiently. ALFA partners with Nirveda Cognition to utilize advanced Document-to-Dashboard technology, harnessing Artificial Intelligence to help small enterprises navigate the complex landscape of PPP loan forgiveness. Evidence Collection: Users can easily drag and drop baseline and supporting documents into our secure platform with minimal effort. Document Intelligence: Our system extracts relevant information from these documents, performs a comprehensive review for completeness, assesses risks, and calculates the potential forgiveness amount. Forgiveness Maximizer: Gain valuable insights that enhance the likelihood of loan forgiveness amidst the overwhelming information. Data Portability: Consolidate all necessary data to effortlessly fill out the SBA Form 3508. Imagine a world where the stress and complications of compliance are entirely removed! Furthermore, our platform is designed to continually adapt, ensuring that small businesses always have access to the latest tools and resources available. With this innovative approach, navigating the PPP loan forgiveness process becomes not only simpler but also significantly more efficient.

Media

Media

Integrations Supported

CloudCall
Iress
Mogoplus
iPipeline CRM for Distributors

Integrations Supported

CloudCall
Iress
Mogoplus
iPipeline CRM for Distributors

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

Engaged

Date Founded

2012

Company Location

United States

Company Website

engagedresource.co.uk

Company Facts

Organization Name

Nirveda Cognition

Date Founded

2017

Company Location

United States

Company Website

www.nirvedacognition.ai

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

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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