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Description

Clockwork offers innovative and flexible software and services to retained search firms, corporate executive recruitment teams, and institutional investors in order to accelerate executive talent acquisition. This ebook has been updated and expanded to provide information about the process behind a successful Executive Search process. The ebook, Eight Stages of Successfully Retained Search, is designed to help you navigate through each stage of the retained searching process. Learn how to improve your retained search business, from winning more work to growing it, and everything in between. Our methodology was developed by an ex-executive recruiter and supports every stage in executive search. The software and methodology behind Clockwork remove roadblocks to success. Poor communication and a limited understanding of roles and responsibilities can lead to inefficient search teams.

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

Axis LMS Yes 
Calyx Point No 
Complete Yes 
HireBeat Yes 
Interseller Yes 
Kindo Yes 
LendingPad No 
MortgageHippo No 
Truto Yes 
Zillow No 
Zillow Rental Manager No 
vsource Yes 

Integrations

Axis LMS No 
Calyx Point Yes 
Complete No 
HireBeat No 
Interseller No 
Kindo No 
LendingPad Yes 
MortgageHippo Yes 
Truto No 
Zillow Yes 
Zillow Rental Manager Yes 
vsource No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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) 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

Clockwork Recruiting

Country

United States

Website

www.clockworkrecruiting.com

Vendor Details

Company Name

Optimal Blue

Founded

2002

Country

United States

Website

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

Product Features

Recruiting

Assessments No 
Background Screening No 
CRM Yes 
Interaction Tracking Yes 
Internal HR No 
Interview Management No 
Job Board Posting Yes 
Job Requisition No 
Onboarding No 
Recruiting Firms No 
Reference Checking No 
Resume Parsing No 
Self Service Portal 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

Talentis Reviews

Talentis

Dillistone Group

Alternatives

BESTX Reviews

BESTX

Optimal Blue