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features
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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

Telemetry BI, a cloud-based, turnkey platform for mortgage business intelligence and analysis, is called Telemetry BI. It is the first mortgage lending solution to integrate financial and operational data from your loan origination software and accounting system. This unique approach gives mortgage lenders a complete view into their business via interactive dashboards and standard-of-practice mortgage KPIs. It also provides branch-level P&L reports and more. Automated production, branch and financial reporting can be leveraged to existing mortgage accounting software and loan origination software. Telemetry BI provides easy access and reporting for all types of mortgage lending institutions. Reports include best-practice metrics such as P&Ls and cost-per-loan. Balance sheets, forecasts, and many other information.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Accountants Yes 
AMB No 
Encompass No 
Nami ML No 

Integrations

QuickBooks Accountants Yes 
AMB Yes 
Encompass Yes 
Nami ML Yes 

Pricing Details

$500 month
Rent or buy. Cloud and SaaS options available.
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 No 
iPad App No 
Android App No 
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 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

LLC FUND MANAGER

Founded

1983

Country

United States

Website

www.mortgagepoolsoftware.com

Vendor Details

Company Name

5X Solutions

Website

www.5XSolutions.com

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting No 
Investor Reporting Yes 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis Yes 
Portfolio Management Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements Yes 
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

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
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 Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management Yes 
Residential Mortgages Yes 

Alternatives

Alternatives

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