Mortgage Automator
Optimize your lending processes and accelerate your growth with Mortgage Automator, an advanced software solution for loan origination and servicing. Tailored explicitly for private and hard money lending firms in North America, this platform empowers lenders to automate essential tasks, boost productivity, and concentrate on what truly matters—expanding their business.
The extensive loan origination suite offered by Mortgage Automator allows lenders to capture leads and loan applications, cultivate a solid sales pipeline, seamlessly manage communications and tasks, and enhance their overall lending workflow.
Moreover, the loan servicing functionalities of Automator help lenders to reduce manual errors and conserve valuable time through its robust automation features.
By implementing our complete fund structure solution, you can improve the reliability of your lending operations and provide investors with confidence in their investments.
With Mortgage Automator, you not only streamline your lending practices but also position yourself for sustained growth in a competitive market. Embrace this innovative platform and take your lending business to new heights.
Learn more
Crexi
Over 100,000 real estate brokers and agents turn to Crexi for connecting with potential buyers or tenants. Our committed team is here to provide you with comprehensive support! We help with everything from adding listings to using our closing tracker, which enables you to complete transactions more effectively. Our customer service team promises to respond to inquiries within an hour during weekdays, with additional support available on weekends as well. You can upload your listings and optimize them for better search visibility, ensuring they stand out to interested parties. We also offer insights on effective communication techniques with prospective leads. In addition, leverage our marketing efforts to tap into a network of qualified buyers and tenants, further boosting the visibility of your listings. Stay updated with notifications regarding any interactions with your listings, connect seamlessly with leads, and access detailed lead reports, analytics, and beyond. Our cutting-edge tools empower you to make swift, informed decisions. Instantly evaluate demographics and aggregated data—such as population statistics and median income—using map overlays and the insights tab. Moreover, our data center provides an easy way to explore the latest trends and developments in the commercial real estate sector. With Crexi, your success is our priority, and we are committed to enhancing your overall experience in the real estate industry while fostering growth and efficiency. We believe that by equipping you with the right tools and support, we can help you thrive in your endeavors.
Learn more
BrightOffice Broker CRM
BrightOffice is dedicated to supporting both emerging and seasoned brokers as well as lending enterprises with a variety of our software solutions. Our products serve a diverse array of industries, including commercial lending and brokerage, in addition to consumer lending and retail brokerage. Through our Cloud CRM platforms, users can seamlessly launch new offerings such as asset finance, short-term loans, bridging loans, and invoice factoring, facilitating entry into new markets. The fully customizable loan processing workflows enable efficient management of tasks ranging from fact-finding and credit assessments to application processing and invoicing, all within your personalized Broker-Lender Cloud CRM. Recognizing the importance of cash flow for your business operations, BrightOffice has developed software that diligently monitors all financial transactions related to individual lending cases. Additionally, all your information is securely held and routinely backed up on our UK-based servers, providing reassurance for your business continuity. Our unwavering focus on delivering customized solutions ensures that we evolve alongside the financial sector, empowering you to succeed in a highly competitive environment. As your business grows, our tools will adapt to meet the unique challenges you face, enhancing your operational efficiency.
Learn more
BrokerIQ
This specialized CRM solution tailored for the finance sector is crafted to enhance your ability to attract, convert, maintain, and profit from clients efficiently. It provides an effortless way to monitor potential leads and simplifies the client onboarding experience. With a detailed overview of each client, you can engage in constructive and actionable conversations. The process of conducting KYC checks is made more efficient through its integration with top eKYC service providers. BrokerIQ presents KYC-driven client statuses that make management simpler and offer a transparent perspective on client data. You can generate comprehensive, fully documented KYC and document checks through customizable reports that can be exported easily. Moreover, BrokerIQ is compatible with all major payment service providers, giving you the flexibility to select your payment processing partner. Every transaction, whether internal or external, is carefully logged in BrokerIQ, granting you a complete insight into your business operations. The platform also allows for the automation of bonuses with adaptable configurations tailored to various client segments, offering the possibility of setting both fixed and percentage limits. Additionally, BrokerIQ integrates effortlessly with leading trading platforms, empowering you to retain your preferred systems while smoothly branching out into new ones. This adaptability guarantees that your CRM solution is capable of evolving and scaling in conjunction with your business requirements. As a result, you can maintain a competitive edge in a rapidly changing financial landscape.
Learn more