Alternatives to LoanTek
Compare LoanTek alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to LoanTek in 2026. Compare features, ratings, user reviews, pricing, and more from LoanTek 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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LoanAssistant
Integrated Accounting Solutions
LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting. Accrual Accounting option available. Stand-alone option available. Borrower side servicing available. No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.Starting Price: $999 -
4
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. -
5
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. -
6
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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Polly
Polly
Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance from rate lock to loan sale and delivery. Improve loan sale execution by enabling data-driven decision-making with the industry's most innovative suite of tools. Effortlessly configure rules, dynamically manage margin strategies, and quickly distribute pricing across all of your channels to stay ahead of the competition and win more business. Apply your business logic to ensure loans are never sold to the wrong investor and investor hit rates are optimized with our rule system. Create custom investor eligibility with a code-free rule editor. Send loans to all of your investors with automatically filtered bid tapes based on eligibility with a single click. Never sell a loan that an investor cannot purchase. -
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Lender Price
Lender Price
Our PPE enables lenders to confidently execute profitable lending strategies across all of their channels in real-time, providing borrowers the best executable product and price combination on demand. Lender Price’s Enterprise PPE is built using the latest frameworks, languages, and technologies, enabling it to be faster and more reliable than competing solutions. We provide a broad range of integrations to off-the-shelf LOS, POS, and TPO Portals and custom integrations to proprietary platforms. Customize the rate lock and concession management process with configurable workflows and capital market features that don’t exist in other PPEs and automate the entire process. We have an intuitive user interface that allows you to self-manage products, pricing, and eligibility or we can manage it on your behalf. Our enterprise PPE is a single pricing engine that can price across all channels, lowering your total cost of ownership. -
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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. -
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Mortgage+Care
Consulting Plus
Mortgage+Care by Consulting Plus is a cutting-edge loan servicing software solution for small, midsize, and large commercial lenders, nonprofits, banks, and economic development organizations. Available as a cloud-based or an on-premise solution, Mortgage+Care automates all aspects of the lending process and allows users to manage efficiently manage various types of loans, such as lines of credit, term loans, interest only, amortized loans, and fixed or step-rate loans. Key features include loan servicing, loan origination, trust accounting, investor support, collections, fund management, and reporting. -
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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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Mortech
Mortech
Leverage mortgage pricing engine tools, product eligibility data, and investor pricing to bring a more automated and streamlined workflow into your day-to-day processes. Automate and streamline your secondary desk, increase the efficiency of your daily operations, and expedite internal communications with features such as historical pricing and LOS integrations. Grow your business and market reach by pushing your live mortgage offers to the industry's top online marketplaces. Build out a targeted purchase strategy now, to better align yourself to be the first lender to reach out to these home sellers in need of new home financing. Leverage Mortech APIs to push your product and pricing strategy-specific rates live to proprietary websites, point-of-sale solutions, smart applications and more. With our simple onboarding process we can have this integration implemented into your business model in as little as two weeks. -
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WebMax START
WebMax
START is a point-of-sale application that integrates with web solutions and data sources in real time, providing a smooth, seamless application process for home buyers and lenders alike. WebMax provides a website provisioning system that accommodates a Mortgage company’s corporate, branch, loan officer, DBA, and partner/affinity websites. The system centers around having a lead capture friendly mortgage website that are equipped with prequalification and 1003 applications that integrate with mortgage specific Customer Relationship Management (CRM) systems, Loan Origination systems, Pricing, Decision Engines, and any other 3rd party program. Loan officers and brokers can use this system to obtain more leads online and convert more business. Companies have the option of using a pre-existing WebMax design or you can provide design files to be built on the MortgageWare Solution. -
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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ARIVE
ARIVE
Originate from anywhere with ease. Streamline your pipeline, issue instant pre-approvals, doc storage, run 1-click AUS, send disclosures & more. Provide your clients with a branded, mobile-friendly & secure client portal to collect loan applications and supporting documents based on rules. Accurately quote your borrowers with exact rate, generate fee worksheets with real fees, run instant TCAs, set up rate alerts, manage margins & more. Access industry-first lender marketplace for not only accurate pricing but digitally submit loans to lenders & get status updates back. Engage with a thriving community, share best practices, ideas, feature requests and help participate in shaping the platform. ARIVE was conceived as a product to combine common software solutions for brokers. The average broker shares a similar workflow, yet uses 5+ different programs to process a loan.Starting Price: $49.99 per user per month -
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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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Squilla Loans
SQUILLA
Let your cryptocurrency work for you, licensed and regulated, instant loan, lend and borrow. Marketplace structure reflects actual supply and demand allowing our users to find the best terms for their loan and deposit. Collateral & money flow management automation makes interaction with our platform fast and easy. All loans issued on Squilla are collateralized. Low origination fees to make our borrowers happy. Security is our priority, that is we continuously perform security audits and penetration tests by industry leaders. 100% of the collateral is stored in multi-signature cold storage to ensure maximum security. We use military-grade security with 256-bit encryption to prevent malicious actors from accessing the platform. Fixed interest rates offered by Squilla Loans, protect the lender by locking in the rate they have been offered, even if the market goes down. Squilla Loans requires zero knowledge of decentralized finance protocols, and boasts a superior UX. -
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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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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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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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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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Aidium
Aidium
Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.Starting Price: $79 per user per month -
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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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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 -
41
Sales Boomerang
TrustEngine
Know where your customers are in their journey now, and where they can go next, to win borrowers for life. Sales Boomerang provides borrower intelligence to hundreds of the highest-performing lenders of all types in the industry. Our SaaS platform is designed to, among other things, automate the qualified lead generation process within your current CRM and monetize the data living in your CRM. This tool turns your mortgage lending organization into a customer success powerhouse by putting your team in the right place at the best time. Sales Boomerang combines big data and machine learning to generate automated alerts loan officers receive, such as a mortgage inquiry, credit score increase, equity and other life events. Sales Boomerang, combines the power of customer analytics and engagement automation with borrower intelligence, ensuring your teams are communicating with their customers at the appropriate touchpoints. -
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LoanCommander.com
Western Mortgage Technologies
LoanCommander.com is an integrated, web-based set of tools for the mortgage, loan processing and mortgage leads industry. The tools were designed and built by mortgage professionals. Only LoanCommander.com allows you to track your loans in real time. Send pre-formatted status emails whenever the status of your loan changes. Allow secure login access to everyone: realtors, processors, brokers, etc. Your customers will never be out of touch again. Automatically send out a new pipeline report whenever it changes. Integrate your loan requirements and alerts into your calendar.Starting Price: $14.95 per month -
43
Loansifter
Optimal Blue
Mortgage brokers win more business with the Loansifter PPE, your gateway to hundreds of investors and thousands of products. Loansifter is the only PPE that supports best execution searches across 120+ wholesale investors, allowing leading brokers to stay competitive and confidently execute profitable lending strategies. Gain access to rates in a matter of minutes via an immediate, self-service set up—no demo required. The Loansifter PPE calculates BESTX™ product eligibility and pricing for financing scenarios across more than one hundred investors and thousands of products—in just seconds. With a single click, you can view a complete price grid and guidelines for more than 120+ wholesale investors. Save even more time by establishing your own search criteria defaults or through a direct LOS integration with Calyx Point®. The features available in the Loansifter PPE significantly improve workflow efficiencies and give you the confidence to quote the best execution, every time. -
44
Margill Loan Manager
Jurismedia
Margill Loan Manager is a world-class loan servicing software designed to save time and increase accuracy. Trusted by leading companies in 38 countries worldwide, Margill Loan Manager offers tools for servicing simple and complex loans, mortgages, lines of credit, receivables, judgments, and leases, origination, automatic recomputation of fees, post-payments, fixed/variable interest rates, and more. This reduces accounting reporting time, calculation errors, and risk and bad debts. -
45
MORSERVw
Butler & Associates
MORSERVw is a Windows or Web-based Mortgage Loan Servicing System. It was designed for commercial or residential loan management. This product is the next generation of reliable and dependable MORSERV that has serviced loans for many mortgage bankers since 1983. The system features Amortization Schedule Preparation, Investor Reporting, Tax, and Insurance Due Management Reports, Cash Receipts, Escrow Disbursements, Escrow Analysis, 1098's, History Statements, and many other features that are required by interim or long-term mortgage loan servicing organizations. The primary goal in the design and development of this software is to provide users with an easy-to-use, accurate and efficient system to handle their day-to-day record-keeping tasks and manage their own or multiple investor's loan portfolios. Unlike much of the servicing software available today, MORSERVw was designed from the beginning to run and operate in the Windows or Web environment.Starting Price: $200 per month -
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NFTfi
NFTfi
Put your NFT assets up as collateral for a loan, or offer loans to other users on their non-fungible tokens. Put any ERC-721 token up for collateralization. Other users can now offer you a loan. If you accept a loan, the ETH gets paid out from the lenders account to you, and your NFT gets locked in the NFTfi smart contract. Once you repay the loan the asset will be transfered back to you. If you don’t pay back the total repayment amount before the due date, the asset will be transferred to the lender. Small, short term loans to other people can offer attractive returns. Make sure you understand the assets you are offering loans on, and are happy to accept the collateral if the lender defaults. -
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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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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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NetOxygen
Wipro Gallagher Solutions
Wipro Gallagher Solutions empowers today’s lender with a powerful and innovative, digital origination solution. Built by lending and technology experts with more than 35 years of experience, Wipro Gallagher Solutions’ NetOxygen loan origination solution is an award-winning digital mortgage solution that provides automation, smart configuration, and seamless access to emerging digital tools, enabling you to be ready for the ‘next-generation’ lending. With NetOxygen, lenders can experience a true digital mortgage solution that processes loans faster, with improved customer satisfaction, while achieving profitable business results. NetOxygen LOS enables lenders to streamline the end-to-end lending processes, delivering a truly digital mortgage experience. Beyond its core capabilities, NetOxygen supports expansion into multiple channels, drives engagement through digital extensions, and allows lenders to meet innovation agendas through tailored workflows,etc. -
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Stavvy
Stavvy
Stavvy is a digital platform with all the features, functions, and integrations that real estate professionals need for digital transactions. The Stavvy platform empowers users to collaborate efficiently, securely, and digitally with lending, settlement, notarial, and loan servicing partners. In one secure platform, users access the tools they need to boost productivity, offer flexible options, and dismantle communication silos. Stavvy was born, grounded in the vision that human-centered technology can deliver seamless mortgage experiences, a team of engineers and industry thought leaders created Stavvy’s core product, a digital mortgage platform built for mortgage professionals. Today, Stavvy is challenging the status quo, helping mortgage-based companies grow, and delivering easy-to-use mortgage technology at scale.
