Learn More

Average Ratings 2 Ratings

Average Ratings 1 Rating

Total
ease
features
design
support

Description

B2i Technologies provides adaptable, fully integrated corporate and investor relations website solutions built for complete control and effortless integration. Our platform is engineered to blend smoothly into a company’s existing corporate website, rather than requiring migration to a proprietary hosted environment. Using modular data components, presentation-ready APIs, and a WordPress plugin, we enable comprehensive investor relations functionality to operate directly within your current digital ecosystem. In contrast to many alternative providers that host IR content on proprietary systems or isolated subdomains, our approach stands apart.

Description

Mortgage brokers can enhance their business prospects with the Loansifter PPE, which serves as a portal to a vast array of investors and products. This platform is unique in that it facilitates best execution searches among over 120 wholesale investors, enabling top brokers to maintain their competitive edge while confidently implementing profitable lending strategies. You can quickly access rates within minutes thanks to an easy self-service setup that doesn’t require a demonstration. The Loansifter PPE efficiently determines BESTX™ eligibility and pricing for various financing situations across more than one hundred investors and thousands of offerings in mere seconds. With just one click, users can access a comprehensive pricing grid and guidelines from more than 120 wholesale investors. Additionally, you can save further time by configuring your own default search criteria or connecting directly to your LOS via Calyx Point®. The functionalities offered by the Loansifter PPE greatly enhance operational efficiencies, ensuring that you can consistently quote the most favorable execution. Ultimately, adopting the Loansifter PPE not only streamlines the process but also empowers brokers to meet client needs with confidence and accuracy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Calyx Point No 
LendingPad No 
MortgageHippo No 
SendGrid Yes 
Zillow No 
Zillow Rental Manager No 

Integrations

Calyx Point Yes 
LendingPad Yes 
MortgageHippo Yes 
SendGrid No 
Zillow Yes 
Zillow Rental Manager Yes 

Pricing Details

$125 per month
Pricing paid annually.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

B2i Technologies, Inc.

Founded

2000

Country

United States

Website

www.b2itech.com

Vendor Details

Company Name

Optimal Blue

Founded

2002

Country

United States

Website

www2.optimalblue.com/product-and-pricing-for-mortgage-brokers/

Product Features

Financial Data APIs

Effortlessly integrate live IR data and personalized content into any website without the need to switch platforms, using our innovative IR data widgets. With B2i’s IROffice tools, updating your information is both quick and straightforward. Our widgets are specially crafted for publicly traded companies. Reasons Teams Prefer B2i Widgets While many data widgets only provide automated feeds such as SEC filings and stock prices, B2i’s DataAnywhere and IROffice empower you to showcase and manage any kind of content you desire. Through IROffice, your investor relations team—or ours—can oversee both automated and manual content without needing developer assistance. This approach saves you time, reduces costs, and minimizes the complexity of managing your investor relations website. Enhance your IR capabilities without overhauling your current website Rapid deployment without the expense of a complete redesign Timely, compliant IR data provided in real-time Greater autonomy for your team with reduced reliance on vendors More economical annual expenses compared to comprehensive vendor solutions Dedicated support from knowledgeable professionals. Forget about tickets and waiting lines.

Investor Relations

Your platform often serves as the primary source of information for investors, analysts, and stakeholders. B2i delivers a comprehensive solution that consolidates your corporate and investor relations content seamlessly. Our services encompass the design, hosting, and management of your complete website needs through our specialized corporate IR website design offerings. A Cohesive Website Designed to Serve Your Entire Organization What sets us apart is that you retain full ownership of the website, rather than the vendor. Whether your team or ours is managing it, updating content is straightforward with our intuitive, point-and-click IROffice portal. There’s no need for developer expertise or direct access to the main site, ensuring that your content remains up-to-date without complicating the management of your corporate website. Key Features Included with Our Tailored IR Website Solutions: - A contemporary corporate design customized to reflect your brand, which you fully control. - Integrated investor relations data feeds that cover financials, filings, news, email notifications, and more. - A secure and dependable hosting environment with round-the-clock monitoring throughout the year. - Consistent, reliable support with no lengthy ticket systems or queues—just genuine assistance from our dedicated team.

Automated Reporting Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management Yes 
Electronic Signature No 
IR Website Builder Yes 
Investor CRM Yes 
Investor Transactions / Valuations No 

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online submission form designed to support corporate governance adherence.

Access Controls / Permissions Yes 
Automated Routing No 
Compliance Management No 
Customizable Branding Yes 
Multi-Language Support Yes 
Real-Time Chat Yes 
Reporting / Analytics No 
Workflow / Process Automation No 

Product Features

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking No 
Collections Management No 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Alternatives

Alternatives

EQS IR COCKPIT Reviews

EQS IR COCKPIT

EQS Group
BESTX Reviews

BESTX

Optimal Blue