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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Software for managing any type of fund administration, including mortgage pool/fund management. Supports equity shares and debt. Flexible and efficient reporting and distribution of payments. Perfect for mortgage pools, crowdfunding and partnerships. Pay shareholders by check or electronic payment via ACH/EFT. Reinvest, cash out. Complete solution for U.S. Reg. D 506 Private Offerings, (U.S. Investment Funds), and Canadian MICs. Our software will make your fund fly!

Description

Receive daily alerts whenever customers in your database are looking for mortgages. Our periodic prescreen process will notify you when your client's credit score has improved and they meet your minimum credit requirements. Our predictive algorithm determines potential market candidates. Our system then produces and distributes a highly responsive, corporate-approved offer. Today's credit denials could be tomorrow's closings. You can monitor prospects with less than perfect credit for credit migration by simply providing their name and address. You will be notified when they make changes to their financial situation that elevates them above your credit threshold. Our pre-mover algorithm tracks the property address of your customer for events such as real estate listings and sales by owner postings. Pre-mover alerts will often trigger before an inquiry alert.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Accountants
Surefire CRM

Integrations

QuickBooks Accountants
Surefire CRM

Pricing Details

$500 month
Free Trial
Free Version

Pricing Details

$150 per month
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

LLC FUND MANAGER

Founded

1983

Country

United States

Website

www.mortgagepoolsoftware.com

Vendor Details

Company Name

MonitorBase

Founded

2007

Country

United States

Website

www.monitorbase.com

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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

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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