Average Ratings 0 Ratings
Average Ratings 3 Ratings
Similar Products
-
Bryt SoftwareBryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.
-
Mortgage AutomatorPrivate and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management. Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements. Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it. New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
-
Centrex SoftwareOur powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
-
LoanProLoanPro is a core lending software which specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to power their lending innovations. Built on its own API, LoanPro unites with its users existing software, while encouraging the use of integrations to simplify and automate your processes. This ensures all aspects of the loan lifecycle are kept in one easy to manage location. LoanPro's configurability allows its users to easily pivot to new lending types and trends in the marketplace without a total rebuild, keeping them ahead of the curve. With real time database access, process automation, and the ability to create and service multiple lending products in a single platform, LoanPro gives innovators the tools they need to power their big ideas.
-
LendingPadLendingPad offers a modern, cloud-based loan origination system (LOS) tailored for mortgage lenders, brokers, bankers, and credit unions. Created by industry professionals, the solution is built for efficiency, user-friendliness, and transparency—enabling teams to process loans more efficiently and provide an outstanding experience for borrowers. The system streamlines operations by consolidating processes, automating repetitive work, and maintaining regulatory compliance through a scalable, API-first framework. By eliminating workflow obstacles and simplifying daily activities, LendingPad allows mortgage teams to concentrate on customer service rather than administrative hurdles. Its adaptable design ensures that organizations of any scale can respond effectively to market shifts, regulatory changes, and new business demands.
-
Airlock DigitalAirlock Digital delivers an easy-to-manage and scalable application control solution to protect endpoints with confidence. Built by cybersecurity professionals and trusted by organizations worldwide, Airlock Digital enforces a Deny by Default security posture to block all untrusted code, including unknown applications, unwanted scripts, malware, and ransomware.
-
gPanelAdministrators have visibility and control over all user data and settings through gPanel's central user management interface. It offers security features that provide peace of mind and security. gPanel's intuitive interface makes it easy to use. This means you can spend less time looking and more time doing. Our advanced administration makes it easy to add, delete, suspend, and de-provision users. Just a click away, you can easily control docs, groups and sites, as well as email settings. Google Workspace does not provide much administrative power for documents within Google Drive. However, gPanel gives admins full text searching and text rights over any document in Drive owned or created by users in their domain. It also allows them to transfer ownership of Google Docs. Administrators have the ability to manage their domain with confidence using gPanel. Admins can save time with gPanel by automating repetitive, monotonous processes.
-
Diplomat Managed File TransferDiplomat MFT from Coviant Software is a secure and scalable managed file transfer platform that replaces manual scripts and outdated FTP with reliable, automated file delivery. It supports secure protocols like SFTP, FTPS, HTTPS, and AS2, and integrates easily with cloud services including AWS S3, Azure Blob Storage, Google Cloud, Oracle Cloud, SharePoint, Dropbox, and more. Trusted for over 20 years without a single breach, Diplomat MFT helps organizations meet compliance standards like HIPAA, HITECH, GLBA, PCI/DSS, GDPR, and DORA. Advanced security features include automated PGP encryption, MFA, IP whitelisting, and threat intelligence scanning. Still using insecure or outdated tools for critical file transfers? Diplomat MFT is the smarter alternative. Built to simplify operations, close compliance gaps, and protect your most sensitive data. Start your free trial today.
-
SBS Banking PlatformSBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale at their own pace, offering seamless, digital-first experiences anytime and anywhere. As a fully integrated, front-to-back platform, it drives innovation across a wide range of sectors, including retail, corporate, and neobanking. Whether it’s digital and open banking, deposits, payments, lending, or compliance, SBS Banking Platform provides the tools and infrastructure needed for financial institutions across EMEA to stay ahead of the competition. The platform’s versatility allows for tailored solutions, enabling banks to innovate and meet evolving customer demands. Trusted by top-tier banks, SBS Banking Platform is widely recognized by industry leaders such as Gartner, Forrester, NelsonHall, and IBS for its transformative impact on the financial services landscape. Recent accolades, including recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS, highlight the platform’s role in driving progress and excellence in the financial sector.
-
Securden Password Vault for EnterprisesSecurden Password Vault is an enterprise-grade password management solution that allows you to securely store, organize, share, manage, and keep track of all human and machine identities. With a sleek access management system, Securden lets your IT teams share administrator credentials and effectively automate the management of privileged accounts in your organization. Securden seamlessly integrates with industry solutions like SIEM, SAML-based SSO, AD, and Azure AD among others to provide a smooth deployment in any organization. With Securden, organizations can rest easy as all their sensitive data is protected with strong encryption methods and supported by a robust high availability setup. Securden offers drilled-down granular access controls that allow users to grant access to accounts without revealing the underlying credentials in a just-in-time fashion. Securden Password Vault can be deployed both on-premise for self-hosting and on the cloud (SaaS).
Description
Combine your desired administrative controls with the necessary security measures. PointCentral provides a unified and centralized database, allowing your team to collaborate on different aspects of a single file while ensuring data integrity is preserved. With pre-designed as well as customizable compliance guidelines, you can effectively adhere to federal standards. Employees can access centralized files and templates from any location, ensuring seamless collaboration. The system safeguards file integrity, even when multiple users are simultaneously interacting with the same documents. We present two excellent hosting options for PointCentral. Tailor flexible, detailed rules that align with your organizational practices and workflows. Access rights can be configured for various locations, users, and roles, reducing the likelihood of mistakes with personalized trigger alerts and compliance regulations. Enhance loan quality and prevent unauthorized modifications across different sites. Automatic synchronization of files guarantees that they are locked on the server during download and removed from users' local machines upon upload, fostering an environment of secure and efficient data management. This comprehensive approach not only streamlines operations but also fortifies your data against potential vulnerabilities.
Description
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%.
2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required.
Send your first Invite in just five minutes when you sign up for a free account.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Axis LMS
No
Box
No
Calyx Point
Yes
Dropbox
No
FirstClose
Yes
Google Drive
No
HubSpot CRM
No
Microsoft OneDrive
No
Salesforce
No
Zapier
No
Integrations
Axis LMS
Yes
Box
Yes
Calyx Point
No
Dropbox
Yes
FirstClose
No
Google Drive
Yes
HubSpot CRM
Yes
Microsoft OneDrive
Yes
Salesforce
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$829/mo
Free Trial
No
Free Version
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
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Calyx
Founded
1991
Country
United States
Website
www.calyxsoftware.com/products/point/point-central
Vendor Details
Company Name
FileInvite
Founded
2014
Country
New Zealand, United States
Website
www.fileinvite.com
Product Features
Loan Servicing
Accounting Management
No
Amortization Schedule
No
Application Management
No
Auto Loans
No
Automatic Funds Distribution
No
Business Loans
No
Collateral Tracking
No
Collections Management
No
Compliance Management
No
Construction Loans
No
Customer Database
No
Fee Management
No
Investor Management
No
Loan Processing
No
Student Loans
No
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
Admissions and Enrollment
Application Management
Yes
Assessment Management
Yes
Candidate Management
Yes
Colleges / Universities
Yes
Evaluation Management
Yes
Fee Management
Yes
Financial Aid Management
No
Forms Management
Yes
K-12
No
Recruiting Management
No
Scoring
No
Self Service Portal
Yes
Commercial Loan
Asset Management
No
Audit Trail
Yes
Complex Debt Structures
No
Dashboard
Yes
Document Management
Yes
Exposure Management
No
Lead Management
No
Pipeline Management
Yes
Risk Management
No
Trend Analysis
No
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Document Collaboration
Access Control / Permissions
Yes
Autosave
Yes
Chat / Messaging
Yes
Cloud Storage
Yes
Comments / Annotations
No
Edit / Change Tracking
Yes
Electronic Signature
Yes
Multiple File Formats
Yes
Pre-made Templates
Yes
Search
Yes
User Tagging
No
Version Control
Yes
Workflow / Approval Process
Yes
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
No
Version Control
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
Yes
Closing Documents
Yes
Compliance Management
Yes
Customer Database
Yes
Digital Signature
Yes
Document Management
Yes
Fee Management
No
Loan Processing
Yes
Online Application
Yes
Loan Servicing
Accounting Management
No
Amortization Schedule
No
Application Management
Yes
Auto Loans
No
Automatic Funds Distribution
No
Business Loans
Yes
Collateral Tracking
Yes
Collections Management
Yes
Compliance Management
Yes
Construction Loans
Yes
Customer Database
Yes
Fee Management
No
Investor Management
No
Loan Processing
Yes
Student Loans
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
Yes
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes
Onboarding
Course Management
No
Document Management
Yes
E-Verify / I-9 Forms
No
Electronic Forms
Yes
Electronic Signature
Yes
Employee Handbook
No
Employee Portal
Yes
File Management
Yes
Job Description Management
No
Orientation Management
No
Self Service Portal
Yes
Task Management
No
Tax Forms
Yes
Training Management
Yes
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
Yes
Task Management
No
Third Party Integrations
Yes
Workflow Configuration
Yes
