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Mortgage AutomatorMortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.
What is Zipi?
The Transformation of Back-Office and Accounting Systems. A small step for you—A significant leap for your back office. Accomplish more while conserving your resources! Optimize your processes and lower costs with our distinctive, all-encompassing back-office and accounting solution designed specifically for forward-thinking real estate brokerages. Take advantage of features such as automated compensation frameworks, an overview of financial disbursements, agent management, and advanced reporting functionalities. Furthermore, our platform encompasses a general ledger, an extensive chart of accounts, invoicing, billing, advances, bank integrations, and reconciliation workflows. Enjoy the advantages of electronic funds transfers (EFT), commission distribution, earnest money management, credit card processing, and check issuance services. BROKERS. Improve management and accounting productivity. Alleviate administrative burdens and accounting duties with our automated collection of back-office tools. Our commission tracking, calculation, and payment solutions can support even the most complex commission schemes. AGENTS. Amplify productivity. Provide your agents with vital resources to monitor and assess their achievements through our features for setting objectives and tracking deals. With these functionalities, agents can dedicate more time to finalizing deals and boosting revenue, thereby enhancing overall business performance. As a result, both brokers and agents can experience a more efficient and effective workflow, leading to greater success in their real estate endeavors.
What is Altrogi?
Altrogi provides a white-label trading platform and brokerage CRM designed specifically for forex and CFD brokers, multi-brand brokerage entities, and emerging operators who wish to establish a trading venture without developing proprietary technology. The platform encompasses three interrelated applications that work together seamlessly: a branded client portal where users can register, verify their identities, manage wallets, and conduct deposits and withdrawals; a trading interface available on both web and mobile formats, offering live pricing, built-in charting tools, as well as functionalities for market, limit, and stop orders, including stop loss and take profit features; and a robust back-office CRM that consolidates sales, retention, compliance, and finance departments around a unified client record. This CRM is adept at managing lead pools and assignments, performing KYC assessments, facilitating dual approval for all financial transactions while ensuring an exhaustive audit trail, and providing customizable account types, margin limits, and in-depth reporting on client funds, open risks, and transaction approval durations. Furthermore, the platform can enable additional functionalities like copy trading, introducing-broker commissions, customer loyalty initiatives, and investment plans, enhancing operational flexibility. Each brand can function under its own unique domain, safeguarding data integrity and privacy. This comprehensive architecture not only supports a customizable trading environment but also accommodates the diverse requirements of different operators in the financial sector, ensuring they can effectively meet their business objectives.
Media
No images available
Integrations Supported
API Availability
API Availability
Pricing Information
$5
Pricing Information
$1500
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Zipi
Date Founded
2017
Company Location
United States
Company Website
zipi.app
Company Facts
Organization Name
Altrogi
Date Founded
2022
Company Location
United States
Company Website
altrogi.com
Categories and Features
Brokerage Management
Not specified
General Ledger
Not specified
Real Estate Transaction Management
Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Categories and Features
Financial CRM
Not specified