Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Experience a seamless transformation for your clients without any initial implementation fees. We distribute the costs associated with implementation throughout the duration of your contract, allowing you to provide the exceptional service your clients deserve right away. Quick deployment is essential for ensuring our clients quickly realize the benefits of our solutions. Our dedicated in-house project and customer success teams guarantee that your platform will be operational within weeks instead of months. For clients requiring a tailored deployment, we offer consulting and professional services to meet your specific needs. Whether it's bespoke workflow design or software development, we are here to assist you every step of the way. Enjoy effortless client onboarding, access online data rooms for your funds, and benefit from streamlined document management and eSignature features, all within a comprehensive Investor portal. Transition your capital raising efforts online to reduce both the time and costs involved, all while providing your clients with an unparalleled experience. Enable your clients to easily access your offerings and empower them with knowledge through integrated data rooms, ensuring they have all the information they need at their fingertips. This comprehensive approach not only enhances client satisfaction but also optimizes your operational efficiency.
Description
Integra’s LOS software is designed to enhance the lending experience in unprecedented ways. The dedicated Integra team has developed a comprehensive product that encompasses Mortgage, Consumer, and Commercial lending all within a single platform. Beyond providing a user-friendly and easily implementable solution, our core value lies in fostering strong and transparent relationships with our clients through the Client Advocate Program. At Integra, we genuinely consider our clients as integral members of our community, and we are thrilled to welcome you on board! Our complete browser-based solution offers a seamless Origination process for your mortgage operations. EPIC LOS accommodates all facets of the mortgage sector, including retail, wholesale, and correspondent channels, drawing on over 25 years of experience in lending technology. With a focus on innovation, user-friendliness, automation, and adherence to top-tier compliance standards, it’s no wonder that lenders consistently opt for Integra's EPIC solution for their needs. This commitment to excellence ensures that we are not only meeting but exceeding the expectations of our valued clients.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Integrations
ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Asset Class
Country
United States
Website
www.assetclass.com
Vendor Details
Company Name
Integra Software Systems
Founded
1996
Country
United States
Website
integraloantech.com/epic-mortgage/
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages