Alternatives to BrokrBindr
Compare BrokrBindr alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BrokrBindr in 2026. Compare features, ratings, user reviews, pricing, and more from BrokrBindr competitors and alternatives in order to make an informed decision for your business.
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LendingPad
LendingPad
LendingPad is a cloud-native, enterprise loan origination system (LOS) built to modernize mortgage lending for lenders, brokers, bankers and credit unions. Designed by mortgage professionals, the platform emphasizes speed, clarity and ease of use — helping teams close loans faster while delivering a superior borrower experience. The platform centralizes workflows, automates routine tasks and ensures compliance through a scalable, API-driven architecture. By reducing bottlenecks and simplifying task execution, LendingPad enables mortgage professionals to focus less on process management and more on serving borrowers. Its flexibility allows organizations of all sizes to adapt quickly to changing market conditions, regulatory requirements and evolving business models. -
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Mortgage Automator
Mortgage Automator
Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more. With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations. Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support. Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth. -
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Help With My Loan
Help With My Loan
AI software 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! Consistently in America, banks are readjusting their inward loan portfolios. When they have excessively numerous private loans, they change to business loans, when they have an excessive number of business loans, they change to commercial loans, a never ending cycle. Customers never know which bank is the right one for the loan on any given day and that’s when HWML steps in.Starting Price: $99.99 -
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MeridianLink Mortgage
MeridianLink
Lenders choose MeridianLink® Mortgage, a cloud-native and 100% browser-based offering, for its robust and customizable workflow automation that empowers them to swiftly scale their business. Its powerful open APIs facilitate seamless integration with a wide array of trusted vendor partners, enabling customers to build custom extensions to the LOS. The platform's comprehensive suite of tools includes a best-in-class native product and pricing engine, a native electronic document management system, and versatile web portals catering to both the consumer direct and third-party origination (TPO) business channels. MeridianLink® Mortgage is designed to streamline the mortgage origination process at every step, helping lenders reduce costs and decrease their time to close. Our integrated digital platform supports the entire consumer financial journey while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more. -
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TurnKey Lender
TurnKey Lender
TurnKey Lender is a one-stop lending infrastructure used by creditors in 50+ countries to automate all elements of their operations. The platform enables lenders to profitably grow their business while cutting operational costs and risks. It's a powerful AI-driven SaaS that automates over 90% of all lending processes and gives both B2C and B2B lenders a competitive edge. TurnKey Lender Platform has several pre-configured solutions packages including Commercial, Consumer, Pay Later, Auto, Mortgage, Leasing, Factoring. Built in constant collaboration with lenders worldwide, TurnKey Lender is the ultimate solution that answers real-life digital lending challenges in a sophisticated manner. -
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Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
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Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
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Filogix
Finastra
We offer a web-based, reliable and secure end-to-end solution for the creation, submission and management of mortgage applications. Expert POS offers secure connectivity between more lenders and mortgage brokers than any other available solution. The steppingstone to a fully digital mortgage experience. A free solution you can access anywhere, anytime to do more, faster. Available any time, from any type of device, Filogix Expert Pro offers integrated e-signature capabilities, document storage, email marketing features, bank statement retrieval, and much more. This is the future of deal management systems in the industry, enabling you to do more, faster. Filogix’s secure document management solution enables lenders and mortgage brokers to securely share, store, and manage documents associated with the mortgage application process. -
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BluMortgage
BluRoot
Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.Starting Price: $50 per user per month -
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Loangility
Loangility
Loangility is a business unit of Visionet Systems Inc. Visionet has developed and deployed high-value, productivity-enhancing technology solutions for enterprises for over twenty years. Visionet offers its clients a comprehensive range of technology-related services, including business consulting, software products, administration, helpdesk, content migration, database management, and technology-driven business process outsourcing. Businesses can often fall into a conundrum when they fail to secure timely loans mostly due to harsh and manual working procedures. Loangility is a Salesforce-based POS that is fully integrated with the highest caliber of loan origination systems that credits agencies to provide pre-qualification for any borrower at lightning speeds. The platform is designed to elevate user experience by providing higher productivity and automated processes that result in a 50% faster closing. Loangility is always with you in your mortgage journey. -
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iZone
iZone
Our software will take you through from deal generation to mortgage completion across 1st charge mortgages, second charge mortgages and short term bridging and development finance. Integrations with credit agencies and more. Adviser led software that uses a robust and compliant platform but is service and sales led. Covers all forms of mortgages and insurance. Integrations with sourcing systems and more. Offers the ability to manage a portfolio of debts for clients as per a debt management plan or equivalent. Full client and lender management platform with document management and other features. Use the tools available to lenders, financial services brokers and other customers to manage your case and client load whilst looking after your sources of business. A flexible but powerful tool. Layered database structures allow Master Broker, Packager or Distributor level access with differentiated functionality. -
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One Mortgage System (OMS)
One Mortgage System
One Mortgage System (OMS) is a cloud-based CRM and mortgage processing platform designed by intermediaries for the UK mortgage and protection market to simplify, automate, and centralize the entire client journey from initial enquiry through application submission and tracking, eliminating the need to re-key data across multiple systems and saving intermediaries several hours per case. OMS provides a single, customizable hub that manages client and application data securely in the cloud with encrypted document uploads, automated workflows, and integrated sourcing so brokers can instantly generate ESIS documentation, conduct credit searches, access up-to-date lender criteria, and compare protection products without switching tools. Its powerful integrations with a wide network of third-party providers, including sourcing, valuation, criteria, and credit bureaus, brokers, and lenders, receive real-time updates, decision-in-principle responses, and communication flows. -
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Cloudvirga
Cloudvirga
Digital Mortgage Platform that uniquely combines a world-class borrower experience with an automated lender workflow that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Put data driven technology in the hands of mortgage professionals to close more loans while driving the cost of origination down. Bring traditionally back-office tasks up front while reducing risks and costs. Package all loan types, quote rates, compare loan products, disclose, eSign, manage conditions and more. All digitally, alongside your customer. Mobile first application where consumers can quickly apply, digitally connect data, securely provide their supporting documentation, eSign disclosures, order their appraisal, collaborate and receive real time status updates. -
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Revo Mortgage Collaboration
Revodoc
Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform. No available enterprise featured technology that scales and grows with your business at low cost. Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management. Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you.Starting Price: $24.95 per user per month -
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Fiserv Mortgage Director
Fiserv
Mortgage Director is the modern loan origination system at the core of the Fiserv lending ecosystem. It streamlines lending operations and strengthens the lender's borrower relationships. Today's lenders operate in a very competitive marketplace. It's more important than ever to leverage technology to improve service levels, streamline operations and satisfy borrowers. By making all necessary functionality available within a single lending environment, lenders are free to chart their own path forward with the knowledge that everything they need will be accessible to them. Mortgage Director offers everything you need to chart a course to the future of lending. Mortgage Director provides a completely digital mortgage process delivered from the center of a single mortgage lending ecosystem.Starting Price: $10000.00/one-time -
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Capita
Capita
Simplifying the mortgage journey with a customer experience-focused, flexible platform. For many seeking a mortgage, the application and renewal process can be time-consuming, frustrating, and fraught with uncertainty. In turn, lenders are challenged with meeting customer expectations whilst keeping in line with regulation as cost-efficiently as possible, providing a personal service to improve brand loyalty, but managing overheads to support business growth. Digitization and automation are the answer, both of which lie at the heart of our market-leading mortgage origination sales and processing platform. Customer-centric and user-experience-focused, the technology reflects our deep digital expertise and our commitment to making home financing as hassle-free as other consumer experiences today. Trusted by more than 20 Tier 1 lenders and challenger banks, it streamlines the end-to-end tracking and processing of applications for your front office, intermediaries, and consumers. -
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Lendesk
Lendesk Technologies
Lendesk enables mortgage professionals with a complete end to end digital mortgage solution, the best of its kind in the Mortgage industry. Lender Spotlight is the most complete and accurate database of rates and policies for the productive mortgage broker. Lender Spotlight is most effective when used through Finmo, a digital mortgage platform. Sign up for Finmo to access Lender Spotlight Platinum. Finmo and Lender Spotlight's integration creates a faster end-to-end digital mortgage experience. Through the Lender Spotlight integration, when working your deal in Finmo, you can now be suggested specific lenders that meet your application criteria, and see specific lender's policies before submitting to them. From leading financial institutions and innovation hubs, to industry associations and technology providers, the common thread among all our relationships is the same high standards for security and excellence. -
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QuickQual
LenderLogix
QuickQual is a custom branded Mortgage Calculator that loan officers send via text message to their borrowers directly from the loan origination system. It only takes 30 seconds to create a QuickQual. Borrowers can run payment and closing cost scenarios and issue pre-qualification or pre-approval letters within parameters that the loan officer sets. Your Real Estate Agent partners will have access to their own portal where they can easily login and see all of the clients you've given them access to, in one spot. Realtors can quickly generate mortgage pre-qualification and pre-approval letters that are purchase price, down payment, and property specific - all within the limits that the loan officer has already set. Imagine the power this brings in a multiple offer scenario! Just one of the reasons agents and borrowers rave about QuickQual. Independent mortgage lenders, brokers, banks, and credit unions love QuickQual! -
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Finmo
Lendesk
Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission. An optimized mortgage experience that enables a mortgage in minutes for Canadian mortgage professionals; from application intake to product qualification to direct to lender submission. Upon signing up to Finmo, there is a mobile-friendly, intuitive application link ready to start sending to borrowers. Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive. When a broker sends the link to the borrower, Finmo analyzes the borrower’s application and automatically requests the right documents from the borrower, and follows up when needed. No action or chasing is needed from the broker. With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application. -
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OpenClose
OpenClose
Whether you close 50 loans per month or 5,000, our LOS and its native mobile app allow your Loan Officers to enhance efficiencies and reduce costs. With OpenClose, you’ll open smarter and close faster! The OpenClose LOS, LenderAssist™, solves the challenges banks, credit unions and mortgage lenders have with today’s other commercially available loan origination systems. The result? More and more banks, credit unions and mortgage lenders are turning to OpenClose than ever before. OpenClose understands that you operate your mortgage business in a profit-pinched, regulatory-intense environment and that you need a mortgage LOS that helps you address these challenges and surpass expected ROI. That’s why we designed our software as a 100% browser-based, end-to-end, omnichannel solution that: -
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ATLOS
ATLOS
ATLOS is Loan Application Software that allows lenders to collect and store loan data, fill and e-sign forms, manage documents, and much more. Lenders using ATLOS can completely eliminate paper, resulting in greater efficiency, lower costs, and reduced risk. Lenders processing loan applications using ATLOS can eliminate paper waste by storing their borrower's loan documentation in a central secure online repository. ATLOS allows lenders, such as mortgage companies and banks, to increase efficiency and reduce risk while processing a loan application. ATLOS provides a comprehensive lending solution that is affordable and easy to use. Easily customize our web forms to store any type of loan data in your own personal ATLOS database. Data stored within ATLOS can be used to fill PDF forms, drive rules, and moreStarting Price: $60 per month -
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PowerLender
Associated Software Consultants
Envision a technology partner that can deliver an advanced platform for all your unique lending needs. A solution that is so flexible it drives mortgage, consumer & commercial lending in a single, efficient, cost-effective platform. PowerLender goes beyond traditional LOS technology by enabling growth while dramatically lowering your costs. Envision your staff thriving on single lending platform efficiency and cross-selling opportunities. Envision integrating with more than 70 service providers for point-of-sale, electronic signatures, credit, MI, flood, GSEs, servicing, appraisal, document delivery, compliance and more. Envision a solution that is so flexible that it can conform to your precise lending processes today and well into the future. Envision PowerLender. To stay competitive in today’s market, financial institutions can no longer afford to deal with multiple lending systems for consumer, commercial and mortgage lending. -
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Hypofriend
Hypofriend
Hypofriend GmbH is an independent mortgage broker certified with the §34i GewO supervised by BaFin. Hypofriend works together with over 750 partner banks to find customers the optimal mortgage. Our headquarters is in Berlin, Germany. Our recommendation engine calculates your optimal mortgage comparing hundreds of lenders and thousands of loan options. Our mortgage advisors will guide you through your options using our proprietary video consultation software, helping you to understand, find and apply for the right mortgage. We use technology to recommend you the optimal mortgage for your situation. Our service is always free. Just like any German mortgage broker, we get paid a standard commission by the lender for processing a successful mortgage application. This commission will always be paid by the lender and not by you the customer. As a privately owned and independent company we strive to always deliver the best result for our customers without compromising our values. -
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Integra EPIC
Integra Software Systems
Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today! A complete browser-based solution providing all channels of Origination for your mortgage operation. EPIC LOS covers all channels in the mortgage industry including retail, wholesale, and correspondent, combining over 25 years of lending technology experience. Innovation, ease of use, automation and industry-leading compliance standards are just some of the reasons lenders choose Integra's EPIC solution. -
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Maxwell
Maxwell
Maxwell is the only partner that can provide everything a local lender needs to run a profitable mortgage business, from point of sale, to fulfillment, to the secondary market. Our team is comprised of mortgage veterans and technologists who are committed to building the next generation of mortgage solutions to help local lenders increase their team’s productivity while delivering an optimized borrower experience. -
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DocMagic
DocMagic
Our suite of digital solutions is designed to advance the mortgage process at every stage, continuously improving the experience for lenders, settlement service providers, investors and borrowers. One seamless, efficient, and fully compliant digital platform for completely paperless eClosings. Improve data and document integrity. Loans close faster (with fewer errors and omissions). eSign and eNotarize documents from anywhere. Greater control and accountability during the mortgage loan cycle. Continuous compliance affecting tolerance levels, calculation reconciliation, potential RESPA violations and TRID issues. The digital mortgage is here — leverage your borrower’s smart device to keep them engaged throughout the loan process. -
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AtClose
AtClose
AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors. -
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1 Solution Mortgage
Zero 1 Solution
1 Solution Mortgage Software is an all-inclusive platform tailored for mortgage professionals, providing a suite of tools to streamline key operations such as pricing, loan origination, and customer relationship management (CRM). The software features an intuitive Pricing & Proposal Engine (PPE), robust loan tracking capabilities, and secure document management with e-signing support. Its communication tools include email, SMS, and video messaging, enhancing client interactions. Additionally, 1Solution includes marketing automation with pre-approved materials, email and SMS campaigns, and employee management features for HR and performance tracking. This platform is designed to improve workflow efficiency, enhance compliance, and boost business growth in the mortgage industry.Starting Price: $100/month/user -
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ClosingCorp
ClosingCorp
Streamline the quoting and ordering of critical settlement services needed to originate and service a loan—taking friction, cost and risk out of the process. A mortgage lender solution that integrates loan file information, transfer tax, recording data, service fees and lender business rules and requirements, all in a single, seamless process and platform. With one click, and in less than a minute, loan originators can receive actual rates and fees with enhanced logic built in – not estimates. A single web-based portal allowing anyone involved in a residential mortgage transaction to order and receive real estate services from multiple integrated vendors. Integrated data is entered once to order 6 products in less than sixty seconds significantly streamlining the ordering of critical settlement services needed to originate and/or service a loan. -
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Loan And Mortgage
Felitec
Loan & Mortgage™ is an amortization schedule calculator that handles virtually any loan type. Most importantly Loan & Mortgage can show you where to recover or save money instantly! You can have multiple percentage rates on the same table, see immediate results of specific changed date/s, payment/s amount, percentage rate, and much, much more! Easily the most useful and user friendly application of its kind in existence. For both borrowers and lenders, this program is an asset that pays for itself, over and over! Loan & Mortgage calculates amortization schedules for American and Canadian mortgages, personal loans, car loans and miscellaneous other kind of loans. With Loan & Mortgage, investors can appreciate being able to see how their own investments accumulate interest over time.Starting Price: $39.98 one-time payment -
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Advise Wise
Advise Wise
Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case. -
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LoanTek
Bankrate
Managing rate locks, compensation, margins, and overlays has never been easier. LoanTek’s pricing engine feature ‘Lock Desk Manager’ is an innovative and intuitive lock management system. Lock Desk Manager provides unparalleled convenience and efficiency in managing pricing rules and mortgage rate locks across all of your lenders. LoanTek’s best execution pricing engine allows the user to efficiently manage overlays, and compensation, produce the best execution rate sheets, and more. LoanTek’s Lock Desk Manager streamlines the process of managing mortgage rate locks by displaying all of your current and future mortgage rate locks, for all lenders, in one easy-to-use interface. The ability to view and manage all of your rate locks in one screen provides efficiency while ensuring that your best execution pricing is being applied. Our mortgage pricing engine provides access to historical pricing for each of your lenders and allows easy access to best execution pricing results. -
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BESTX
Optimal Blue
Win more business by providing borrowers the right product at the best price for any mortgage financing scenario. Our product and pricing solution delivers the most comprehensive functionality, enhances workflow efficiencies, and enables lenders to stay competitive and confidently execute profitable lending strategies. Accurately quote the absolute best mortgage pricing each and every time. With Optimal Blue's BESTX™ pricing capabilities, lenders can customize their BESTX™ to their unique business need. Compete and differentiate your mortgage operation like never before. Leverage Optimal Blue to gain access to hundreds of investors offering thousands of mortgage products. Create new efficiencies and save valuable time by automating key workflows within your lock desk. There are several ways to automate, all of which can be tailored to your specific operational processes. Exceed consumer expectations by providing them the lowest mortgage insurance premiums across all six MI providers. -
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ACES
ACES
ACES audit packs for mortgage origination, servicing, and consumer lending combines out-of-the-box reports and managed questions with ACES’ unmatched functionality and flexibility. From pre-funding to post-closing to servicing, there are multiple points across the loan lifecycle where mortgage lenders need to determine the quality of their assets. ACES Quality Management and Control provides mortgage lenders with a single platform to detect and resolve loan defects, fulfill compliance requirements and reduce legal liability across the entirety of their origination and servicing operations. While bigger risks often net greater rewards, commercial lenders know all too well how quickly those rewards can disappear when loan defects and/or regulatory compliance errors occur. ACES Quality Management and Control protects those rewards by providing commercial lenders with powerful auditing and fraud investigation tools to ensure quality and compliance throughout their loan portfolios. -
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Lender Optimus
Lender Software Solutions
Lender is a cutting-edge mortgage platform designed to streamline and simplify the loan origination process for brokers, lenders, and borrowers. Built with automation, real-time pricing integration, and AI-powered features, Lender provides an all-in-one solution that connects Loan Origination Systems (LOS), Point of Sale (POS), and Customer Relationship Management (CRM) tools in a seamless experience. By automating tasks, eliminating manual data entry, and offering transparency, Lender increases operational efficiency, reduces errors, and accelerates loan processing. It provides brokers with real-time access to competitive loan pricing through integration with Loan Sifter, ensuring borrowers receive the best available rates instantly. With a focus on compliance, user experience, and scalability, Lender allows mortgage professionals to manage high volumes with ease, deliver exceptional service, and scale their businesses. -
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Realfinity
Realfinity
Realfinity is an intelligent mortgage platform, offering an embedded end-to-end mortgage origination and processing engine that combines capital, compliance, and technology so that real estate agents, brokerages, loan officers, asset managers, startups, or even wealth advisors can quickly offer mortgage services. Via the platform, users gain access to a wide range of loan types, including conforming loans, government-backed FHA, USDA, and VA loans, bank-statement loans for self-employed borrowers, DSCR loans based on rental income, jumbo loans for high-balance properties, HELOC/HELOAN options, and cash-out refinance loans. It enables doc-first mortgage applications: borrowers upload required documents or link asset/income data, and the platform validates and auto-fills applications, accelerating decisions and boosting conversion rates. It delivers real-time live rate comparisons across multiple investors. -
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Floify
Floify
Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.Starting Price: $79 per user per month -
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Note Dashboard
Note Dashboard
Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.Starting Price: $34 per month -
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DocVu.AI
DocVu.AI
AI and ML in DocVu.AI process loads of images into a neatly ordered set of digital documents and data. DocVu.AI seamlessly integrates into your existing systems landscape. With our deep-seated mortgage expertise and preconfigured templates, onboarding is a breeze. DocVu.AI uses the power of AI and machine learning to transform information on documents into data that machines can process. This transformation of data is for structured, semi-structured, and unstructured data. DocVu.AI can process tables, long-form text, signatures, and handwriting into digital information. DocVu.AI is much more than an Intelligent document processing engine; DocVu.AI's in-build architectural flexibility enables DocVu.AI to address unique conditions of large and small enterprises. This inherent flexibility in the process, coupled with the range of data that DocVu.AI can process accurately, has made DocVu.AI the number one choice for over 50 banks in the US. -
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LoanShark
Data Designs
Our newest version of LoanShark, our award winning mortgage and loan management software, is now available with more power, features and options than ever. It has been a long time in the making and testing stages and incorporates many user requested and suggested changes. LoanShark 7.5 can now handle quarterly payments from your notes or mortgage loans. This has been requested several times and has now been made a part of the software options. If you are holding notes receivables such as one or more mortgage notes on real estate, or loans on personal property such as new or used cars, mobile homes or any other items, you need our LoanShark mortgage management, loan servicing and amortization software to manage, record and document your incoming loan payments.Starting Price: $69 one-time payment -
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Lendstream
Lendstream
Lendstream is the result of many years of intensive research, development and use. It supports the full chain of lending or loan brokerage services. It is data rich, flexible in control and powerful in analytics. Suitable for SME, Consumer, Mortgage, p2p lending, crowdfunding. Facilitate loan origination process from leads to funding via role-based automated and controlled workflow process. Employ built-in CRM system and forecasting tools for better customer service, loan monitoring and customer default prevention. Help your customers to choose the best loan option. Use web & mobile applications for borrower identification and credibility verification, notify lenders, control bidding process, facilitate the closing process. Several business entities can use one, integrated system that is easy to deploy and/or migrate to from legacy software. Built-in support of Multi-currency & languages allows international scaling.Starting Price: $99 per user -
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Telemetry BI
5X Solutions
Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform. It is the first mortgage lending BI solution to extract and integrate both financial data and operational data from your accounting system and loan origination software. This unique approach provides mortgage lenders with a complete view of their business via interactive dashboards, standard-of-practice mortgage KPIs, branch-level P&L reports, and more. Automated production, branch, and financial reporting leverage existing loan origination and mortgage accounting software. The Telemetry BI platform provides easy access to accounting reports for mortgage lending institutions of all sizes. Reports include best-practice metrics, P&Ls, cost-per-loan, balance sheets, forecasts, and more. -
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Tavant Touchless
Tavant
Tavant’s Touchless® is an AI-powered lending platform designed to automate and streamline mortgage loan processing. It eliminates manual tasks by using automation for document handling, credit evaluation, income verification, and underwriting decisions. The platform helps lenders accelerate loan approvals while improving accuracy and reducing operational risks. Touchless® enables faster decision-making by analyzing multiple data sources and applying intelligent workflows. It also reduces costs significantly by minimizing manual intervention and increasing efficiency. The solution enhances the borrower experience by enabling quicker, more convenient mortgage processes. By modernizing lending operations, Touchless® helps financial institutions scale and improve overall performance. -
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SharperLending Platform
SharperLending
SharperLending LLC is the leading provider of financial services technology for the mortgage industry. SharperLending offers five secure, web-based technology platforms to lenders and strategic partners that increase efficiency, mitigate risk, and offer affordability: Appraisal Firewall, EPN settlement services platform, TVP income verification systems, XpertOnline credit reporting technology, and ReadyQual consumer pre-qualification and lead generation software. Old, legacy software systems are the norm in the AMC technology industry. If you’re tired of using outdated technology to service your clients’ appraisals, our modern, responsive AMC software can significantly improve your client relationships. It can also improve your bottom line. Appraisal Firewall® offers AMCs modern technology solutions enhanced on a monthly basis to better connect you with your clients. Achieve a superior level of customer service for each client, faster reviews, instant online collaboration, etc -
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AsurityDocs
Asurity
We set the mortgage industry standard for cost efficient and fully compliant software and transaction support services. AsurityDocs dynamically generates mortgage loan documents for every residential loan type compliant with state and federal regulations. We are singularly focused on making mortgage lending processes more cost-effective, timely, and compliant. Our products and solutions are built and delivered by industry-leading legal and RegTech experts who are masters of the regulatory landscape and who take the time to understand the ins and outs of each client’s operating model. Expert insights on emerging trends, new regulations, and updates to our RegTech suite of solutions. It’s our mission to be at the forefront of delivering end-to-end, efficient, and compliant products and solutions tailored for the consumer lending market –designed, built, and supported by the best domain experts and client service teams. -
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Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
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Encompass
ICE Mortgage Technology
With Encompass® by ICE Mortgage Technology, you will experience immediate savings and operational improvements. Lenders of every size trust the Encompass Loan Origination System (LOS) to originate more loans, lower costs, reduce time to close, and make smarter business decisions. When it comes to the new URLA, ICE Mortgage Technology is once again ahead of the curve. We’re providing comprehensive support across the entire digital lending platform, from point-of-sale to origination through closing, and delivery to the secondary market. This holistic approach ensures that every Encompass lender will have what they need to do business without interruption. Be sure to check our frequently-updated URLA Readiness Page to access the latest information, including readiness guides, webinars, and other helpful resources. -
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Xpanse Podium
Xpanse
Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays. -
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LenderHomePage
LenderHomePage.com
LenderHomePage's collections of tools is a unified single-sign-on solution that makes managing your website, mobile app and all of your other client facing platforms a breeze. Your online brand starts with a website. Our turnkey and highly-customizable templates make it simple to build your professional brand online. With a user-friendly admin dashboard, you can create and maintain your site with ease. Loan officers, brokers and marketing pros love our templates. Our ready-to-use templates come with intuitively clear back-office, helping our clients customize and maintain their sites with ease. Book a live demo to chat with one of our website consultants and find out how we can enforce your brand online with a professional and attractive website. Calculate mortgage payments, explore loan options and walk clients through the home buying process. All-in-One mobile app with customized co-branding for you and your referral sources.Starting Price: $97 per month -
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Sonar
Sonar
Sonar is an AI-driven mortgage experience platform and modern loan origination system (LOS) that automates complex mortgage workflows, integrates point of sale LOS, customer relationship management, and pricing engine tools into a single cloud-based system to reduce manual tasks and boost efficiency, enabling teams to manage borrower contacts, track referral partners, run pricing and approvals, and close loans faster with automated emails, compliance tracking, and real-time collaboration; its intelligent agents let users execute natural language commands without navigating menus, and it supports seamless integration with existing infrastructure and automated underwriting systems from Fannie Mae and Freddie Mac, while offering configurable workflows, mobile accessibility, white-label options, and enterprise-grade security and scalability so lenders and brokers can operate more productively.
