Alternatives to Telemetry BI
Compare Telemetry BI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Telemetry BI in 2026. Compare features, ratings, user reviews, pricing, and more from Telemetry BI 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. -
2
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. -
3
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
BNTouch Mortgage CRM
BNTouch Mortgage CRM
BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117Starting Price: $69 -
5
Mortgage Quest
Market Focus
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and TwitterStarting Price: $45 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 -
7
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. -
8
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. -
9
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. -
10
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. -
11
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: -
12
MeridianLink Mortgage Credit Link (MCL)
MeridianLink
MeridianLink® Mortgage Credit Link™ (MCL) is a plug-and-play web-based order fulfillment hub that simplifies product ordering with an intuitive web interface and integrated tools for order fulfillment. MCL is a one-stop platform for credit and verification data ordering from mortgage origination to closing. This comprehensive list of products and services are also available through a single API for integration into any application for a seamless experience that helps to eliminate human error and reduce costs. Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more. -
13
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 -
14
Loan Vision
Loan Vision
Loan Vision is an industry-specific mortgage accounting and financial management platform designed to help mortgage banks, banks, and credit unions streamline complex accounting operations, reduce manual workload, and enable data-driven decisions with real-time analytics. It delivers comprehensive loan-level accounting, so finance teams gain detailed visibility into each loan’s financial performance, automate general ledger entries, and integrate directly with loan origination systems to validate and reconcile loan data efficiently while reducing errors and operational costs. It also includes accounts payable and cash management tools for streamlined payment processes, robust reporting and budgeting tools with custom and prebuilt reports, and predictive analytics and modeling that combine LOS and general ledger data for strategic insight into profitability and performance. -
15
ProductionQC
Cogent QC Systems
Not only a flexible, full-featured loan quality control and compliance auditing solution, ProductionQC is designed to be the enterprise system of record for all reviews of loan originations – mortgage, auto, boat, RV, mortgage insurance, commercial and more. Endlessly adaptable, the system can be customized to streamline and automate various ancillary activities, including repurchase reviews and management, loan modification tracking, and mortgage insurance originations, among others. No limit to the number of independent reviews you can set up in the System. -
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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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MSP Mortgage Servicing System
ICE Mortgage Technology
MSP, ICE’s best-in-class loan servicing software, has set the industry standard and is unmatched, due to a strong focus on regulatory compliance and risk, protection of borrower-owned data, decades of proven performance, and a commitment to continuous innovation. MSP offers services of all sizes, with the ability to tackle today’s most pressing business challenges. Our mortgage servicing platform is used by financial institutions that service first mortgages, along with home equity loans and lines of credit. These include banks, mortgage companies, credit unions, housing agencies, and more. MSP offers unsurpassed cash controls and balancing functionality, as well as investor reporting, customer service, and escrow. MSP is backed by a team of industry experts who provide customer support and superior expertise to maximize ROI. -
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LOAN SERVICING SOFT
LOAN SERVICING SOFT
Loan Origination and Loan Servicing all-in-one software platform. Loan accounting, loan billing and invoicing. Payment processing and check/ACH out to investors and/or participants (participation). Support for Mortgage Pool/Fund Management as well. Increase lending and loan servicing efficiencies with LOAN SERVICING SOFT. Flexible, scalable, and easy to use! LOAN SERVICING SOFT is designed for all lending models, from private money or hard money to conventional residential real estate and commercial real estate. Automated billing, workflow and task management.Starting Price: $500 month -
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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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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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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. -
22
TRUE
TRUE
As lending AI pioneers, TRUE creates accurate data that powers automation and optimizes every step of the lending lifecycle, helping lending organizations rapidly process loans, drastically cut costs and risk, and radically improve the customer experience. Mortgage and refinancing demand is high, but due to legacy technologies and slow manual processes closings can take 30 to 120 days and cost consumers $9,000 per settlement. Each stage of the mortgage lifecycle requires extensive knowledge work, yet non-standard processes make it difficult to share resulting work products. And there’s no way to outsource the work and still comply with security and regulatory mandates. To meet consumer expectations and deliver ever-shorter turnaround times, mortgage originators, insurers, services, and solution providers must reduce process friction, work faster and more efficiently, and redeploy personnel as necessary to accommodate changing workloads. -
23
Nexys
Nexys
Whether you`re a small lending institution or a large enterprise, Nexys offers scalable solutions tailored to your specific needs Our commitment to innovation is matched only by our dedication to customer success We understand the challenges faced by today`s loan originators, and we are here to provide not just a product, but a partnership that drives growth and profitability. With Nexys, you gain more than software—you gain a trusted ally in navigating the evolving landscape of mortgage lending. Join us at Nexys, where the future of loan origination and management software is here, and your success is our priority. Experience the power of Nexys and unlock new possibilities for your lending operations. -
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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. -
25
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. -
26
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. -
27
Mortgage Servicer
FICS
Mortgage Servicer® is a user-friendly software solution that automates residential servicing operations, including payment processing, investor reporting, escrow administration, custodial accounting, imaging, report writing and more! Flexibility is critical for loan servicers when posting complex financial transactions. With that in mind, FICS® has created the most comprehensive set of tools allowing easy posting for many types of payments and fees. Mortgage Servicer® has the solution to make payment processing fast, easy and accurate. Mortgage Servicer® users experience the highest level of escrow administration automation found in any servicing system. Previously hard to automate odd due dates and unequal frequency due dates are easily accommodated in Mortgage Servicer®. Mortgage Servicer® provides you with the most comprehensive and flexible investor accounting tools available. You can establish hundreds of investor reporting groups with associated security holders or participants. -
28
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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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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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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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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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 -
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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 -
34
MeridianLink One
MeridianLink
MeridianLink One is a cloud-based banking platform that connects consumer lending, mortgage origination, account opening, collections, and analytics within a unified system. Designed for banks and credit unions, it centralizes data and workflows to support digital lending and deposit operations. The platform enables institutions to manage applications, automate decisioning, streamline loan and account processes, and improve visibility across the customer lifecycle. Its modular structure allows organizations to adopt individual components or implement the full ecosystem as their needs evolve. By integrating lending, onboarding, and data intelligence tools, MeridianLink One helps financial institutions operate more efficiently and deliver consistent digital experiences across channels. Visit our website to learn more. -
35
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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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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Blend
Blend
Brighter financial futures within easy reach. Explore the leading digital lending platform for mortgages and consumer banking. Easily visualize key engagement metrics with pre-built reports, make informed decisions about process change with granular data, and share meaningful insights across your organization. Improve conversion and customer satisfaction with seamless lending experiences across digital, phone, and in-branch channels. Free loan officers to focus more of their time on finding new customers and serving as trusted advisors. Automate manual steps to eliminate delayed approvals and ensure timely closings, so you can handle more loans. Deliver seamless customer journeys that drive growth, increase productivity, and deepen customer relationships. Leverage a vast community of technology, data, and service providers to deliver seamless customer journeys. Tap into the power of our extensive ecosystem. -
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MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month -
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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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AMB
Advantage Systems
AMB is an extremely robust mortgage banking accounting system. This mortgage accounting software goes beyond debits and credits to track transactions on a loan-by-loan basis. In doing so, loan-level detail comes right off the system and redundant spreadsheets are eliminated. At the push of a button, AMB’s mortgage accounting software can present which loans comprise an account balance, any balance and at any time. The real-time nature of the mortgage banking accounting system, as opposed to older “Batch” oriented systems, allows for faster data entry, eliminates the need for time-consuming posting routines and makes instant reporting possible. With AMB, accounting for mortgage loans becomes customized and tailored to fit your exact needs, which makes your staff work more effectively and efficiently. Too many mortgage bankers are using mortgage accounting software systems that simply weren’t designed for their business. -
41
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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inflooens
inflooens
inflooens was founded in 2017 by a team of experienced professionals. Our founder saw an opportunity to innovate and improve the mortgage origination process based on his own experience working with a loan officer as a customer. Lack of transparency, tedious and lengthy process along with broken customer experience further solidified a need for a solution that fulfilled the expectations of stakeholders and their aspirations. Hence, for the past three years we have been building a next-generation, cloud-based, integrated mortgage platform with an aim to transform the entire customer experience in the mortgage market; and this is just the beginning. The world’s smartest inflooens Mortgage CRM is the first step towards a larger goal of delivering end-2-end solutions spanning across front office, middle office and back office functions of the mortgage industry. -
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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 -
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 -
46
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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ReverseVision LOS
ReverseVision
ReverseVision® (RV LOS) is the leading reverse mortgage origination software in the industry, providing a full-service solution from proposal to post-closing. Reverse mortgages provide access to home equity wealth to adults 55+ while allowing lenders to close low-risk loans. RV LOS delivers reliable reverse mortgage product quotes, documents, processing, and underwriting ability while allowing brokers, lenders, and investors to utilize the same user interface. Integrate HECM and private reverse products into your lending portfolio and increase cash flow for you and your borrowers today. -
48
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. -
49
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. -
50
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.
