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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Our software guides you seamlessly from generating deals to finalizing mortgages, encompassing first charge mortgages, second charge mortgages, as well as short-term bridging and development finance. With integrations to credit agencies and additional features, it provides adviser-led solutions that prioritize both service and sales while ensuring compliance on a robust platform. It addresses all types of mortgages and insurance needs, with further integrations to sourcing systems. Additionally, it facilitates the management of client debt portfolios in line with debt management plans or similar arrangements. This comprehensive client and lender management platform includes document management and numerous other functionalities. Utilize the available tools designed for lenders, financial services brokers, and other clients to effectively handle your caseload while nurturing your business sources. The software is a versatile yet powerful resource, featuring a layered database structure that permits access at Master Broker, Packager, or Distributor levels, each with specialized functionalities. Furthermore, it adapts to the evolving needs of the financial services landscape, ensuring that users remain efficient and compliant.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Accountants Yes 

Integrations

QuickBooks Accountants No 

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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

LLC FUND MANAGER

Founded

1983

Country

United States

Website

www.mortgagepoolsoftware.com

Vendor Details

Company Name

iZone

Website

izonesoftware.co.uk

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 No 
Closing Documents No 
Commercial Mortgages Yes 
Contact Management No 
Credit Reporting Yes 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

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