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What is Trade Service Pro?

Trade Service Pro simplifies your workload by streamlining various processes such as estimates and electronic signatures. With features like invoicing, ePayments, scheduling, and more, you can manage your back office and field tasks effectively. By enhancing your productivity and boosting customer satisfaction, you can easily keep track of all customer and lead requests, ensuring you know what is required and when. This eliminates the chaos of handwritten notes, disorganized tasks, and unreliable memory. You can generate and dispatch invoices and proposals from any location, whether at the job site or in the office. Equip your team to excel and create polished proposals that can be sent straight to your customers’ inboxes for quick acceptance and electronic signing, all while maintaining a professional appearance. With Trade Service Pro, you can manage your business operations seamlessly and efficiently.

What is Cloudvirga?

A digital mortgage solution that effortlessly combines an outstanding borrower experience with an automated lender workflow, significantly reducing overall loan costs, improving transparency, and hastening the loan closing process. This platform equips mortgage professionals with data-driven tools that enable them to close more loans while simultaneously lowering origination expenses. By bringing traditional back-office operations to the forefront, it effectively mitigates risks and reduces overall costs. The platform supports all types of loans, allowing users to quote rates, compare various loan products, disclose information, electronically sign documents, manage conditions, and more, all within a completely digital environment alongside the customer. Featuring a mobile-first design, borrowers can quickly submit applications, securely link their data, provide necessary documentation, eSign disclosures, request appraisals, collaborate seamlessly, and receive real-time updates regarding their loan progress, thereby enriching the entire mortgage experience. This all-encompassing strategy not only simplifies the process but also cultivates a more knowledgeable and engaged consumer base throughout their mortgage journey, ultimately leading to greater satisfaction and trust in the lending process. Such innovations in the industry promise to reshape how consumers interact with mortgage services for years to come.

Media

Media

Integrations Supported

Arch
Cimmaron Mortgage Manager
Docusign
Encompass
FormFree
Mercury Network
Stripe
Velocify

Integrations Supported

Arch
Cimmaron Mortgage Manager
Docusign
Encompass
FormFree
Mercury Network
Stripe
Velocify

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
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

Trade Service Pro

Date Founded

2022

Company Location

United States

Company Website

tradeservicepro.com

Company Facts

Organization Name

Cloudvirga

Date Founded

2016

Company Location

United States

Company Website

www.cloudvirga.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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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