15 years helping Israeli businesses
choose better software

15 years helping Israeli businesses
choose better software

Mortgage Software

Mortgage software automates the review, approval, management and closing of mortgage loans. These applications also provide lead and pipeline management as well as the interest rate and price searching. Other features of Mortgage and Loan applications help loan officers stay organized by tracking current clients and business, and marketing to prospects and past clients. Mortgage and Loans software is related to Loan Origination software and Loan Servicing software.

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The Mortgage Office

The Mortgage Office

4.8 (251)
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The most trusted, highest quality, most respected software used by the most reputable, experienced private lenders in the world. Learn more about The Mortgage Office
The Mortgage Office is the most trusted and highest-ranked lending platform in the US and Canada. Popular features include borrower/lender portals, online payments, text alerts, document scanning, Quickbooks interface, one-click imports/exports, ACH/EFT, complete investor management including fractionalized loans, three different mortgage pool modules, gorgeous reports and so much more. Desktop or in the Cloud; the preferred system for Private lenders, non-profits, and municipalities. Learn more about The Mortgage Office

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Qualia

Qualia

4.7 (186)
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Qualia Connect streamlines work with title by automating order placement, information, and document exchange, without leaving the LOS.
Qualia Connect streamlines your partnership with title during closing . With automated order placement and information & document exchange, you gain the title vendor management tools you need without ever leaving your LOS. Learn more about Qualia

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
PhoneBurner

PhoneBurner

4.8 (170)
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Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
LOVED by mortgage and loan agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and close more loans. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Learn more about PhoneBurner

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
nCino’s Mortgage Suite

nCino’s Mortgage Suite

4.8 (125)
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Unites the people, systems, and stages of the mortgage process - all so lenders can increase mortgage profitability.
Unlock new levels of efficiency and profitability with nCino’s U.S. Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management. Learn more about nCino’s Mortgage Suite

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Jungo

Jungo

4.2 (120)
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Mortgage CRM solution that helps users with marketing automation, loan document management, analytics, and more to grow your pipeline.
For loan officers, Jungo is the only mortgage CRM built on Salesforce that's fully customizable to fit your needs. Key features include: Marketing: Built-in email templates and drip campaigns for every type of contact in your database. Automations: Event-triggered automations to eliminate repetitive tasks. LOS Integrations: Jungo integrates with the top loan origination software. Free Demo: https://ijungo.com/request-demo/?click=softwareadvice Learn more about Jungo

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Creatio CRM

Creatio CRM

4.8 (109)
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Optimized for Mortgage Creatio CRM helps companies to streamline the mortgage loan processes with no-code and maximum degree of freedom
Optimized for Mortgage, Creatio CRM offers an award-winning feature set, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools! Creatio CRM enables companies to streamline the mortgage loan sales process, allows professional consultations to borrowers, onboarding, portfolio management, provides exceptional borrower experience, etc. Learn more about Creatio CRM

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
FileInvite

FileInvite

4.7 (99)
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Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster.
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests. Learn more about FileInvite

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Floify

Floify

4.8 (72)
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Finding the balance between automation and human connection, Floify helps mortgage professionals automate menial loan tasks.
Understanding how the unique needs of mortgage professionals vary, Floify has constructed the industry's most configurable solution that has the flexibility to accommodate any lending company's desired workflow. We unify the borrower’s journey with a single platform for all homeownership tasks, from pre-approval to clear to close, to home ownership and eventual refinance, streamlining the consumer’s homeownership journey while providing an unbeatable lead generation and retention tool for LOs. Learn more about Floify

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Mortgage Automator

Mortgage Automator

4.9 (72)
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North American private lenders, Mortgage Automator is the most advanced end-to-end loan origination and servicing software for you.
Mortgage Automator is the most comprehensive end-to-end loan origination & servicing software for North American private/hard money lenders. Perfect for residential (rehab/fix & flips, purchase, refinance), commercial, and construction lending, the platform can auto-generate your documents, compliance forms, ACH/PAD payments, monthly statements, and much more. We offer the best training and customer support in the industry so you can automate your processes and focus on growth. Learn more about Mortgage Automator

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LendingPad

LendingPad

4.4 (66)
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LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready!
LendingPad is an innovative, secure & powerful cloud-based mortgage loan origination system (LOS) created by mortgage professionals to modernize the complex and costly loan origination process today. The solutions LendingPad offers elevate the efficiency, compliance, and information security for brokers, lenders, banks and credit unions. Fully integrated with vendors, ability to customize, intuitive UI, easy setup, multi-user same-file edits and real-time loan pushed updates. Learn more about LendingPad

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
IncomeXpert

IncomeXpert

4.6 (61)
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Blueprint automatically determines the borrower's income to give you consistent guideline compliant income every time.
Blueprint, formerly UberWriter, is an income analysis suite powered by automation. Upload tax forms directly to our site and Blueprint determines the borrower's income to give you consistent guideline compliant income every time. Our clients save time and lower their error rate by relying on Blueprint. All income types in the FNMA, FHLMC, FHA, VA, and USDA guidelines are supported. Learn more about IncomeXpert

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Surefire CRM

Surefire CRM

4.6 (53)
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Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform. Learn more about Surefire CRM

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LendingWise

LendingWise

4.5 (50)
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Finally, a robust CRM & LOS system designed for private & hard money lenders.
Web based, private money CRM & LOS software for commercial lenders focusing on real estate, fix & flip, construction, & other asset backed & non asset backed loans like equipment, business funding, lines of credit. Covers the whole loan life cycle with features like customizable webforms, workflows, milestones, statuses, document automation with E-sign, borrower tracking portals and more. Enterprise level features that will make borrowers & employees happy & competitors jealous. Learn more about LendingWise

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Calyx Point

Calyx Point

3.5 (47)
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Loan origination technology for mortgage brokers, mortgage bankers, credit unions, and mortgage lenders nationwide.
Calyx is an established provider of compliant mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. The companys easy-to-use technology, including its online borrower interview, loan origination systems, and secure electronic signature software, is designed to streamline, integrate and optimize all phases of the loan process for customers of various sizes, workflows, channels, and complexities. Learn more about Calyx Point

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Margill Loan Manager

Margill Loan Manager

4.8 (47)
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Loan servicing software with the industry's most sophisticated mathematics and customizable interface for lenders with special needs.
The industry's most sophisticated mathematics and visual software. Affordable & easy to customize loan servicing software along with our legendary support. Service 10 to 30,000 loans: Consumer & Business, Inter-company, Employee, Student, Construction, Lines of credit. Amortization & regular, irregular, late, unpaid, interest-only, fixed principal or mixed payments, auto Fees, variable rates, APR, Alerts. Customize: fields, reports, dashboard, payment types. Export GL to QuickBooks, Sage... Learn more about Margill Loan Manager

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Total Expert

Total Expert

4.3 (47)
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Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Learn more about Total Expert

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
MortgageHalo

MortgageHalo

4.3 (44)
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MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks, and credit unions.
MortgageHalo, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. Learn more about MortgageHalo

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
The Loan Office

The Loan Office

4.8 (41)
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Loan Servicing Software -- fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender.
The Loan Office is a fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender. Includes accounting integration, built-in document management, track loan charges and advances, recurring and event-driven reminders, unearned discounts, email statements and notices, incremental funding, conversation log, track insurance and senior liens, unlimited user-defined fields, Microsoft Office integration, and much more. Learn more about The Loan Office

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Shape

Shape

4.8 (40)
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The most configurable sales, marketing, and CRM automation tool is free to try for 14 days.
Run your mortgage company in one easy to use software! Shape Mortgage is the only sales, marketing, and CRM automation tool designed for lenders as an end to end solution to take you from pre-loan through post-close. Close more deals than ever before with Shape's intelligent lead distribution and scoring features, send secure online documents in a click, manage and assign tasks to teams, get a complete suite of sales and marketing automation features, and so much more. Learn more about Shape

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
BNTouch Mortgage CRM

BNTouch Mortgage CRM

4.4 (39)
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Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub.
BNTouch - Mortgage Business Growth Platform that allows you to automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. BNTouch offers 35+ proprietary mortgage tools built to help you grow your business. Power features include: Automated SMS/Text Marketing, Customizable Video Marketing, Refinance Analysis Tools, Pre-approval Tools, (just) Listed Property Alerts, Pre-Built Marketing Content, and Much More! Learn more about BNTouch Mortgage CRM

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Encompass

Encompass

4.0 (38)
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Encompass gives any size lender access to everything they need to originate and close more loans.
Encompass, the industry’s most recognized loan origination system, gives lenders of every size access to everything they need to originate and close more loans. And, with built-in compliance paperless document management, and next-generation data security, Encompass ensures that lenders and borrowers alike are prepared and protected. Learn more about Encompass

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
RamQuest One

RamQuest One

4.4 (38)
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Flexible, fully integrated title & escrow solutions enabling policy production, form management, invoicing, vendor management & more.
RamQuest's solutions for title and settlement professionals are scalable and adaptable, designed to be configured to perfectly align with your business and offer maximum efficiency. Our fully integrated closing, escrow accounting, imaging, transaction management, eSigning and digital marketplace solutions are full of functionality and very flexible, so whether you want software on your own network or a hosted environment, RamQuest has your solution. Learn more about RamQuest One

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LeadMaster

LeadMaster

4.1 (37)
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Classify and score leads with real time information, and actionable reports and dashboards. All-in-one CRM that's fully customizable.
Competitive prices for small to medium businesses (3-250 employees) with an intuitive design that's easy to use and personalized for your particular vertical. White Label included. LeadMaster helps you understand where leads are coming from, analyze effective marketing reports, collect and track leads, and move them through the sales cycle with automated actions. Includes power features like email marketing, landing pages, and marketing automation. Track information with real time dashboards. Learn more about LeadMaster

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Plaid

Plaid

4.4 (37)
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Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Turnkey Lender

Turnkey Lender

4.6 (36)
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TurnKey Lender platform automates all parts of the lending process for consumer and commercial creditors worldwide.
End-to-end lending automation configured to meet the specific needs of your business model and delight your customers with ease of use for getting a loan. TurnKey Lender allows you to run all of your lending business on a single platform. This means your risk and decision management, loan origination, collateral management, loan servicing, collections, reporting are all in the same place with easy integrations from TurnKey Lender's intuitive API functionality. Learn more about Turnkey Lender

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
MBS Highway

MBS Highway

5.0 (21)
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The industry's trusted source for mortgage market intelligence. We help MLOs become advisors, gain more leads and close more loans.
MBS Highway is a cutting-edge mortgage intelligence platform that enables mortgage industry professionals and corporate lenders to interpret, forecast, and leverage activity in the mortgage markets, turning more conversations with prospective homebuyers into applications because of the crucial tools we provide. Our daily market updates, real-time lock alerts, financial tools, and customizable content help lenders and MLOs become market experts and distance themselves from the competition. Learn more about MBS Highway

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
ProForm

ProForm

4.0 (20)
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Complete title and escrow application with process automation, accounting, 1099 submission, endless integrations, and more.
Whether you are a large title or escrow company with hundreds of users or a small business with one or two employees, our flexible and customizable solutions allow you to choose exactly what you need and add on additional features and functionality later. You can automate your entire process, submit 1099-S form Learn more about ProForm

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Loanzify

Loanzify

4.7 (20)
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Loanzify POS is the industry leading Digital Mortgage platform allowing you to close more loans faster, with better borrower experience
The fully customizable Loanzify POS platform brings you cutting edge loan and client management tools to allow you to close more loans, with a faster turn time, and with a better client experience. We are the only company that can offer a completely cohesive borrower experience when combining Loanzify POS with our website and native mobile app solution. Learn more about Loanzify

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
TValue

TValue

5.0 (18)
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Amortization solution that helps businesses manage loan and lease structuring, tracking loan details, creating quotes and more.
Amortization solution that helps businesses manage loan and lease structuring, tracking loan details, creating quotes and more. Learn more about TValue

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
inGain SaaS Loan Management System

inGain SaaS Loan Management System

4.7 (18)
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Customisable no-code loan management system / lending solution for lenders, fintech companies and banks.
inGain delivers an out-of-the-box, yet fully customisable loan management system. The solution enables full lending life-cycle automation, from loan origination to loan servicing and collateral management, up to debt collection. On top of our core system, we also deliver integration services for custom feature development and system connections. Since 2011 we have been trusted by over 50 clients in Europe, the Middle-East and APAC region. 95%+ of our projects go live within 2-4 months. Learn more about inGain SaaS Loan Management System

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Bryt

Bryt

4.8 (17)
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FULL-FEATURED MORTGAGE SERVICING SOFTWARE: Intuitive, easy to use and implement. Cloud Based. Simple but powerful. Competitively priced
Bryt Software can streamline your mortgage servicing process. From automated payment processing to seamless borrower communication, our mortgage servicing solution simplifies your operations, reduces manual errors, and improves efficiency. Bryt is engineered to make your job easier. Our entire interface is intuitive, easy to adopt, and effortless to use. Bryt is cloud-based, competitively priced, easy to implement and configured for your business. Learn more about Bryt

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
MeridianLink Consumer

MeridianLink Consumer

4.7 (17)
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Loan Origination System for Banks, Credit Unions, Credit Vendors, and Financial Institutions.
MeridianLink Consumer, a loan origination system formerly known as LoansPQ, maximizes efficiency throughout the loans approval process. It does so by bringing together data points from all existing channels, including retail, call center, online and mobile banking, kiosk, and more. MeridianLink Consumer offers third party integrations, powerful pricing and underwriting features, robust support for a full suite of loan products, and a customizable workflow system. Call 866-919-0441 today. Learn more about MeridianLink Consumer

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
BytePro

BytePro

3.9 (15)
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The BytePro LOS platform is a powerful lending solution designed to give you the freedom to do business the way you want to.
For over 35 years, Byte Software has delivered powerful, multi-channel LOS solutions that give mortgage lenders full control over their loan process, while remaining delightfully simple to use and administrate. The BytePro platform is trusted by over 1000 mortgage bankers, credit unions, banks, and brokers Learn more about BytePro

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Magna Timeshare Software

Magna Timeshare Software

4.2 (15)
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Enterprise timeshare software for timeshare resorts, saveon vacation clubs, RSI vacation clubs, with ASP or server on-site models.
Enterprise timeshare software for timeshare resorts with ASP or server on-site models. Sales automation, tour appointment automation, minivac management, sales contracts, tour commissions, OPC commissions, sales commissions, mortgage and finance automation and management, Real-time web based reports, statistical reports, KPI reports Learn more about Magna Timeshare Software

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
MeridianLink Mortgage

MeridianLink Mortgage

4.5 (15)
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A web-based, end-to-end mortgage loan origination system that does it all, from loan origination to loan funding.
MeridianLink Mortgage, formerly known as LendingQB, is a trusted mortgage loan origination system. It optimizes the origination process through browser-based software. MeridianLink Mortgage makes it easier than ever for lenders to deliver compliant loans as expediently as possible. A full suite of tools allows for ample customization while also ensuring full regulatory compliance. Learn more about this mortgage loan origination system. Learn more about MeridianLink Mortgage

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
OmniConnect

OmniConnect

4.5 (15)
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OmniConnect provides secure API Connectivity as a Service between any Fintech and U.S.-based financial institution within 90 days.
With OmniConnect's API Connectivity as a Service financial institutions can connect to any FinTech solution within 90 days. Connectivity as a Service from Kinective is the quickest & most cost-effective way to securely connect disparate systems. Our expertise in connecting FinTech banking systems spans 25+ years. Contact us to discuss a secure API strategy. Core partners: FIS, Fiserv, Jack Henry, Finastra, FICS, Cenlar, COCC, Corelation, CSI, Dovenmuehle, Midwest Loan Services Learn more about OmniConnect

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Help With My Loan

Help With My Loan

5.0 (15)
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(HWML) is AI software that yields automated front-end underwriting and loan matching at a 95% proven funding rate.
(HWML) is AI software that yields automated underwriting and loan matching at a 95% proven funding rate. The problem in the industry is a low 55% average at funding loans due to the fragmented lending process. HWML solved this problem by giving brokers, banks and consumers access to the platform syndicated with 300+ lenders in Commercial Real Estate, Residential Real Estate, Business, and Personal loans. HWML’s platform has funded over $600M+, loans sized from $100k-$50M! Learn more about Help With My Loan

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Mortgage Quest

Mortgage Quest

4.6 (14)
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Easy to use marketing and CRM service designed specifically to increase sales for loan professionals.
Mortgage Quest is a proven marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Learn more about Mortgage Quest

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LOAN SERVICING SOFT

LOAN SERVICING SOFT

5.0 (13)
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LOAN SERVICING SOFT is the most advanced Loan Servicing Software on the market! Features: Automated Billing, ACH Electronic Payments..
LOAN SERVICING SOFT is the most advanced Loan Servicing Software on the market! Features: Automated Billing, ACH Electronic Payments, Borrower/Investor Web Portals, QuickBooks Integration. Optional Add-On’s: Fund Management, Metro2 Credit Reporting, Doc Prep. We specialize in Private Money/Hard Money, Commercial, Construction-Line of Credit lending. Most of our users are Private Money/Hard Money lenders, Alternative lenders, Small Banks and Credit Unions, & Non-Profit/City/State/Tribal gov't. Learn more about LOAN SERVICING SOFT

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LoanAssistant

LoanAssistant

4.8 (13)
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Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included.
Loan AssistantTM is an incredibly powerful and versatile loan amortization software. Painstakingly developed by a dedicated team of successful bankers, accountants, and software developers, Loan AssistantTM services your every need. It is the only loan servicing add-on for QuickBooks that allows you to efficiently manage multiple loans and credit lines. With Loan AssistantTM, your loan data will show up in QuickBooks without double entry effort. Accrual Accounting option available. Learn more about LoanAssistant

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Maxwell

Maxwell

4.8 (11)
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Maxwell is a digital mortgage platform designed to improve efficiency, increase borrower satisfaction, and decrease time to close.
Trusted by hundreds of lenders and thousands of loan officers, Maxwell offers forward-looking solutions that address the entire mortgage process. Maxwell’s comprehensive offerings help lenders stay ahead of the competition while improving their workflow and margins. Maxwell empowers mortgage lenders, banks, and credit unions to serve tens of thousands of homebuyers a modern lending experience. Learn more about Maxwell

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LoanCirrus

LoanCirrus

4.5 (11)
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The Fintech Customer Experience is now in your hands. Everything from point of first contact to payoff. Seamless and easy.
We help lenders do better lending. LoanCirrus supports online and in-branch customer onboarding. Customized loan processes and rules. Powerful loan servicing and repayments collections tools PLUS full reporting included. Craft the fintech customer experience your customers deserve from point of first contact to payoff. LoanCirrus integrates fully with our REACH origination platform. Everything easy, seamless and real-time. Learn more about LoanCirrus

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Aidium

Aidium

4.3 (11)
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Cloud-based solution primarily designed to help loan officers prioritize tasks, manage content, and capture referral sources.
Aidium is a Mortgage CRM that streamlines tasks, sets up contact methodologies, ranks leads, oversees referral partner ties, and handles reporting. Beyond being just a CRM, Aidium acts as an independent Engagement Platform, orchestrating multi-faceted marketing via platforms like email, SMS, and phone calls. It boasts a rich repository of ready-made strategies and content, combined with top industry guidelines, ensuring optimized engagement, conversion, and sales proficiency. Learn more about Aidium

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
LOANLEDGER

LOANLEDGER

3.2 (10)
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Mortgage, Simple interest, SBA loans, Revolving credit, Bi-Weekly, and other methods of interest calculation.
LOANLEDGER is the #1 Rated Mortgage Servicing Software program. Mortgage, Simple interest, Rule of 78, Revolving credit, Bi-Weekly, and other methods of interest calculation. Designed for Mortgage Companies, Commercial Lending, Credit Unions, Municipalities, Non-Profit Organizations, Private and Institutional Lenders, Auto Loan Servicing, Student Loans, Real Estate Loans, 1502 SBA loans, and much more. Easy to use, affordable, and professional Loan Servicing Software. Learn more about LOANLEDGER

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
HES LoanBox

HES LoanBox

4.7 (10)
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LoanBox is a ready-made platform for mortgage lending automation; flexible and secure software with possible customization options.
LoanBox is a ready-made lending solution designed to automate mortgage loan origination and management processes. The system is made of 3 main components: digital onboarding, back office, and borrower portal. LoanBox offers a custom landing page, AI scoring and decision-making, calculation and product engine, document management, and automated notifications. There’re dozens of KYC, BI, payment, and other integrations available. Fast launch of a mortgage platform in 1-2 weeks. Learn more about HES LoanBox

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Mortgage Loan Calculator

Mortgage Loan Calculator

4.6 (9)
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This calculator evaluates six numeric inputs and solves for two unknown values such as loan amount and monthly payments.
This calculator evaluates six numeric inputs and solves for two unknown values such as loan amount and monthly payments. Learn more about Mortgage Loan Calculator

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Mortgage+Care

Mortgage+Care

4.0 (8)
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Mortgage+Care software makes loan servicing easy! Loan origination, Servicing, Escrow, Trust Accounting. Starting at $100 per month.
New pricing - starting at $100 per month. Mortgage+Care software makes loan servicing easy! Loan origination, Servicing, Escrow, Trust Accounting. For over 25 years lenders and loan servicers all over the world have experienced the Mortgage+Care way of doing business with our friendly, knowledgeable people and our comprehensive loan servicing software. Download a free 30-day trial. Learn more about Mortgage+Care

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Note Dashboard

Note Dashboard

4.4 (8)
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Mortgage note & loan management tool to streamline cash flow, collections and delinquency rate, track borrowers' deadlines & more.
Mortgage note & loan management tool to streamline cash flow, collections and delinquency rate, track borrowers' deadlines & more. Learn more about Note Dashboard

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
PerfectLO

PerfectLO

5.0 (8)
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Interactive loan questionnaire that digs in beyond the 1003, Creates a Perfect Doc Checklist, secure upload, milestone sms messaging.
The True Digital Loan Application softoware. The only system that goes beyond the 1003 and digs in. Designed by 20 year mortgage pro's. PerfectLO builds a complete and thorough checklist that will match your underwriters needs. LO and Consumer facing, Intelligent, Interactive, Multi-language, Mortgage Questionnaire. PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process. Admin access, Tridless options, multi-language &more. Learn more about PerfectLO

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management
Centrex

Centrex

4.9 (8)
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Centrex is a fully integrated suite of white label fintech software solutions designed for brokers, direct funders, and investors.
Centrex is a fully integrated suite of white label fintech software solutions designed for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals. Learn more about Centrex

Features

  • Amortization Schedule
  • Contact Management Software
  • Document Management Software
  • Lead Management Software
  • Pipeline Management
  • Pre-Qualification
  • Accounting Software
  • Task Management Software
  • Borrower Management