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
solarVis
solarVis is an all-encompassing platform tailored for the solar and renewable energy sector, empowering businesses to manage all facets of solar sales and project oversight within a single digital ecosystem. The platform encompasses tools for lead generation, project design, feasibility analysis, proposal development, customer relationship management, and installation tracking, facilitating solar companies to improve their workflows from initial customer engagement to installation completion. Key features include a 3D rooftop design tool that enables accurate solar layout planning, a multi-scenario analysis feature that evaluates technical and financial feasibility, and customizable proposal generators that prepare detailed project proposals for clients. Moreover, solarVis includes a materials database alongside bill of materials management, allowing teams to accurately compute costs, assemble equipment packages, and track the components employed during solar installations. This comprehensive solution not only enhances operational efficiency but also ensures that solar companies can successfully execute projects that align with customer expectations and sustainability objectives. By streamlining these processes, solarVis positions itself as an indispensable ally for businesses aiming to thrive in the competitive renewable energy landscape.
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
