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ease
features
design
support

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Description

BrightOffice Lender CRM is a comprehensive, cloud-based loan management platform designed specifically for lenders. Drawing on insights from industry professionals, this all-in-one solution facilitates every step of the loan process, from initial inquiries and fact-finding to application submissions, customer onboarding, and managing loan ledgers. Tailored to fit your unique business workflows, service level agreements, and product offerings, the adaptable workflow engine encompasses communication tools like emails, documents, letters, and SMS. Our robust API enables seamless integration with various services, including TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing functionality. You can also personalize the CRM with your organization's branding elements, such as logos and color schemes, to ensure a distinctive and professional user experience. Additionally, the system allows for efficient address population by simply entering postcodes, which boosts accuracy and saves valuable time in the loan processing journey.

Description

Solex is an all-encompassing yet adaptable platform that empowers lenders to fully engage with the digital lending revolution. By integrating seamlessly with our ConformX dynamic document generation system, Solex ensures that every loan can achieve maximum digital efficiency. This allows lenders to select the most suitable solution tailored to their specific strategy, covering all stages from point-of-sale to post-closing. With features like eDelivery, eSignature, eClosing, and eVaulting, Solex offers a comprehensive package that operates smoothly. The Solex eClosing feature enhances efficiency in eSigning, maintaining a consistent experience from document creation to finalization. Borrowers benefit from the convenience of eSigning on any device, from any location, while settlement agents find it easier to engage directly with the loan during the eClosing process. Furthermore, to complement Solex eClosing, we have introduced Solex Orders, which allows any document generation engine to facilitate a hybrid eClosing experience for borrowers, ensuring flexibility and innovation in the lending process. This new offering not only enhances the user experience but also positions lenders to adapt to the evolving demands of the market more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Black Knight Empower
Calyx
Encompass
Experian Connect
Fetchify
Fiserv
Glance
GoCardless
Microsoft Power BI
Moodle
MortgageFlex
MortgageHippo
NetOxygen
NotaryCam
Opayo
QuickBooks Online
SimpleNexus Mortgage Platform
TransUnion Collections Management
Wipro Cloud Studio

Integrations

Black Knight Empower
Calyx
Encompass
Experian Connect
Fetchify
Fiserv
Glance
GoCardless
Microsoft Power BI
Moodle
MortgageFlex
MortgageHippo
NetOxygen
NotaryCam
Opayo
QuickBooks Online
SimpleNexus Mortgage Platform
TransUnion Collections Management
Wipro Cloud Studio

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

BrightOffice

Country

United Kingdom

Website

www.brightoffice.co.uk/crm/lender

Vendor Details

Company Name

First American Docutech

Country

United States

Website

docutech.com/solutions/solex/

Product Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

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

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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

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