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What is Realfinity?

Realfinity is an innovative mortgage platform that offers a complete solution for the origination and processing of mortgages, merging capital, compliance, and technology to assist real estate professionals like agents, brokerages, loan officers, asset managers, startups, and wealth advisors in delivering mortgage services efficiently. This platform presents a wide selection of loan types, including conforming loans, government-backed options such as FHA, USDA, and VA loans, specialized bank-statement loans for the self-employed, DSCR loans based on rental income, jumbo loans for high-value properties, and various HELOC/HELOAN choices along with cash-out refinance loans. By employing a document-first methodology for mortgage applications, borrowers can conveniently upload required documents or connect their income and asset data, which aids in the validation and automatic processing of applications, thus accelerating decision-making and boosting conversion rates. Furthermore, the platform allows users to compare live rates from multiple investors in real-time, enhancing the overall user experience while ensuring that mortgage offerings remain competitive. Ultimately, these features contribute to a more efficient mortgage process and provide improved access to a wide range of financing solutions, allowing users to meet their financial needs more effectively.

What is Loan Vision?

Loan Vision is a dedicated platform tailored for mortgage accounting and financial management, specifically designed to aid mortgage banks, lenders, and credit unions in streamlining complex accounting processes, reducing manual workload, and promoting data-driven decision-making through instantaneous analytics. The platform delivers comprehensive loan-level accounting, enabling finance teams to acquire detailed insights into each loan's financial health, automate general ledger postings, and integrate smoothly with loan origination systems to effectively validate and reconcile loan information, which helps in minimizing errors and lowering operational costs. Moreover, it incorporates robust accounts payable and cash management capabilities that improve payment workflows, along with an array of reporting and budgeting tools that offer both custom and standard reporting options. The platform also includes advanced predictive analytics and modeling, which combines data from loan origination systems with general ledger details, thereby providing crucial strategic insights into profitability and overall performance, equipping organizations to better predict market changes and make savvy financial choices. Thus, Loan Vision not only enhances financial transparency but also fosters improved operational effectiveness in accounting practices, ultimately allowing users to make smarter, more strategic financial decisions.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Realfinity

Date Founded

2020

Company Location

United States

Company Website

rfm.io

Company Facts

Organization Name

Loan Vision

Date Founded

2006

Company Location

United States

Company Website

www.loanvision.com

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

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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