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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We understand the struggle of trying to manage a private lending operation while grappling with constant disarray. In light of this challenge, we took action and created Alfred, a comprehensive technology solution tailored for the private lending sector. This platform streamlines every aspect of your lending business, from intricate underwriting processes and cumbersome loan document creation to effortless investor distributions and earnings statements with just a click. Our goal is to allow you to concentrate on what truly counts: nurturing relationships, expediting transactions, and achieving growth. Although the real estate landscape can be intricate, Alfred ensures you won't overlook any opportunities due to its complexities. Serving as the foundation of the lending industry, our customers can attest to the deep trust that Alfred fosters with both investors and borrowers alike. Investors appreciate the clarity and transparency that Alfred delivers, while borrowers return for more due to the efficient and seamless experiences you provide. In today’s fast-paced world, exceptional lenders need equally exceptional technology and robust security to thrive.

Description

alfred_ is an AI-driven assistant designed for professionals who engage with clients, offering a cloud-based platform that integrates work emails and calendars to streamline communication by identifying messages that require responses, tracking follow-ups, drafting replies, and transforming conversations into actionable tasks. The web application consolidates emails, calendar appointments, to-do lists, notes, and routines into a cohesive personal workspace, enhancing productivity. Users can effortlessly schedule meetings, generate meeting briefs, and retrieve essential information from client discussions. Access is convenient through various platforms, including a web app, an iPhone application, text messaging, Slack, and compatible connectors for Claude and ChatGPT. It supports a diverse array of integrations such as Gmail, Microsoft Outlook, Google Calendar, Slack, Microsoft Teams, HubSpot, Salesforce, and numerous other productivity and project management tools. This innovative product is tailored for individuals managing client interactions, catering to consultants, business founders, and freelancers, with options available for both personal and team-oriented plans to suit different needs. With its robust features, alfred_ empowers users to optimize their workflow and enhance their client relationship management effectively.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Airtable No 
Calendly No 
Claude No 
Confluence No 
Fathom No 
Granola No 
HubSpot CRM No 
Intercom No 
Linear No 
Microsoft OneDrive No 
Microsoft Outlook No 
Notion No 
Otter.ai No 
QuickBooks Online No 
Read AI No 
Sentry No 
Stripe No 
Todoist No 
iCloud No 
monday AI work platform No 

Integrations

Airtable Yes 
Calendly Yes 
Claude Yes 
Confluence Yes 
Fathom Yes 
Granola Yes 
HubSpot CRM Yes 
Intercom Yes 
Linear Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Notion Yes 
Otter.ai Yes 
QuickBooks Online Yes 
Read AI Yes 
Sentry Yes 
Stripe Yes 
Todoist Yes 
iCloud Yes 
monday AI work platform Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.99/month
Starter is $29.99/month or $299.99/year. Pro is $44.99/month or $449.99/year. Power is $99.99/month or $999.99/year. Max is $199.99/month or $1,999.99/year. The team plan is $49.99/seat/month or $499.99/seat/year, with a two-seat minimum. Every plan includes a 7-day free trial.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Alfred Tech

Founded

2012

Country

United States

Website

alfred.tech

Vendor Details

Company Name

Knowledge Butler, Inc.

Country

United States

Website

get-alfred.ai/

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Product Features

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