Company Website

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 2 Ratings

What is Loansifter?

Mortgage brokers can significantly improve their opportunities by utilizing the Loansifter PPE, a platform that connects them to a wide range of investors and lending products. What sets this system apart is its ability to perform best execution searches across more than 120 wholesale investors, allowing elite brokers to stay ahead in a competitive market while effectively applying successful lending tactics. Users can swiftly check rates within minutes through a straightforward self-service setup, eliminating the need for a demonstration. The Loansifter PPE quickly assesses BESTX™ eligibility and pricing for diverse financing scenarios, accessing over a hundred investors and thousands of options in just seconds. With a simple click, users can view a detailed pricing grid and guidelines from more than 120 wholesale investors, making it easier to find the best deals. You can also streamline your workflow further by setting up default search criteria or linking directly to your LOS through Calyx Point®. The advanced capabilities of the Loansifter PPE significantly bolster operational efficiency, ensuring that brokers can reliably provide the most advantageous quotes. Ultimately, by integrating the Loansifter PPE into their processes, brokers not only simplify their operations but also enhance their ability to fulfill client demands with precision and assurance, thereby fostering stronger client relationships.

What is B2i?

B2i Technologies offers customizable, fully integrated corporate and investor relations website solutions built to provide full control and seamless connectivity. Our platform is developed to fit naturally within a company’s existing corporate website, instead of requiring a move to a proprietary hosting platform. With modular data components, ready-to-use APIs, and a dedicated WordPress plugin, we deliver complete investor relations capabilities directly inside your existing digital framework. Unlike many competing providers that place IR content on proprietary systems or separate subdomains, our approach takes a different path.

Media

Media

Integrations Supported

Calyx Point
LendingPad
MortgageHippo
SendGrid
Zillow
Zillow Rental Manager

Integrations Supported

Calyx Point
LendingPad
MortgageHippo
SendGrid
Zillow
Zillow Rental Manager

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$125 per month
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

Optimal Blue

Date Founded

2002

Company Location

United States

Company Website

www2.optimalblue.com/product-and-pricing-for-mortgage-brokers/

Company Facts

Organization Name

B2i Technologies, Inc.

Date Founded

2000

Company Location

United States

Company Website

www.b2itech.com

Categories and Features

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

Financial Data APIs

Effortlessly integrate real-time investor relations data and tailor-made content into any website without the need to switch platforms, courtesy of our innovative IR data widgets. With B2i’s IROffice tools, updates are quick and straightforward. Our data widgets are specifically crafted for publicly traded companies. Reasons Why Teams Prefer B2i Widgets Unlike other data widgets that solely provide automated feeds like SEC filings or stock prices, B2i’s DataAnywhere and IROffice allow you to showcase and oversee any content you desire. With IROffice, your investor relations team—or ours—can handle both automated and manual content without needing developers. This translates to reduced time, expenses, and complexities in managing your investor relations website. Enhance your current website while elevating your investor relations experience Rapid implementation without the expenses of a complete overhaul Dependable, compliant investor relations data delivered in real-time Reduced reliance on vendors and increased control for your team Lower annual expenses compared to full-site vendor solutions Dedicated support from real professionals—no tickets, no waiting.

Investor Relations

Your platform serves as a primary resource for investors, analysts, and stakeholders seeking information. B2i offers an all-in-one solution that consolidates your corporate and investor relations (IR) content seamlessly. We specialize in designing, hosting, and providing comprehensive support for your website through our dedicated corporate IR design services. A Cohesive Website Crafted to Enhance Your Entire Organization Ownership is key—you retain complete control, not the vendor. Whether it's your team or ours, updating content is a breeze with our intuitive, point-and-click IROffice portal. No technical expertise or access to the main site is required, ensuring that your content remains up-to-date without complicating website management. What Our Custom IR Website Services Include: - A contemporary corporate design that reflects your brand identity and is entirely under your ownership. - Integrated IR data feeds that provide access to financial information, filings, news updates, email alerts, and more. - A secure and dependable hosting environment with continuous monitoring, available 24/7/365. - Consistent support with no need for ticketing or long waiting times—just genuine assistance from real professionals.

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online form designed to assist with compliance in corporate governance.

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

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