Mortgage 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.
Learn more
Pylon offers an easy-to-use design software that enables you to generate precise proposals in under two minutes from virtually anywhere. As a unique feature, Pylon allows users to access high-resolution imagery directly within the application. The software also includes an award-winning 3D Solar Shading toolkit, which assists in identifying and monitoring shading effects throughout the seasons. With Pylon's load profile analysis and interval data analysis, your team can gain valuable insights into customer consumption trends. By examining load profiles and interval data, you can make more informed decisions. The use of interactive Web and PDF proposals, along with native eSignatures, can significantly enhance your ability to finalize solar proposals. Additionally, Pylon provides a fully integrated solar Customer Relationship Management (CRM) system that seamlessly works with its design software to streamline the proposal conversion process. The Pylon Solar CRM includes features such as two-way SMS and email communication, team and lead management, as well as ready-made deal pipelines to optimize your workflow. This comprehensive solution ensures that your team can collaborate effectively while maximizing opportunities in the solar industry.
Learn more
Web Solar Cloud
Web Solar Cloud is a user-friendly online platform designed for the swift creation of solar project designs. This tool enables users to generate professional-grade solar layouts efficiently, making it accessible even for beginners in solar design. Additionally, the software compiles a comprehensive documentation package that fulfills local permitting requirements, which encompasses intricate solar panel arrangements and electrical schematics. This makes the entire process of solar project planning not only simpler but also more streamlined for users.
Learn more
Solar Commission Calculator
Solar Commission Pro serves as a powerful sales tool tailored for professionals in the solar industry. This comprehensive platform enhances commission management by offering features including:
Accurate commission calculations with tailored splits.
Monitoring of deal progress and payment statuses.
Management of various commission plans.
An adder system that allows for both flat-rate and per watt additions.
Thorough management of customer information.
A mobile-friendly interface for easy access in the field.
Solar sales agents, contractors, and teams looking to streamline their deal management and simplify commission calculations will find this tool invaluable. With secure access to commission data available on any device, users can efficiently monitor their performance and earnings. This resource ultimately aims to reduce the complexities often associated with commission handling.
Learn more
