Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Combine a successful mortgage business development framework with innovative technology, and you create mloflo. It stands out as the sole mortgage CRM available that not only enhances operational efficiency but also provides clear guidance on actions to increase referrals and cultivate your professional network. Struggling to define and adhere to your business objectives? mloflo offers tailored, proven success targets. While having goals is essential, it’s equally important to know the daily actions needed to advance your business. We’ll equip you with actionable checklists and strategies that have proven effective for thousands of successful mortgage professionals. Additionally, you can monitor your business's performance against vital metrics live and in real-time, receiving insights into what strategies are effective and what your next steps should be. By utilizing mloflo, you can ensure continual growth and adaptation in an ever-evolving industry.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Accountants
No
Pricing Details
$500 month
Rent or buy. Cloud and SaaS options available.
Free Trial
Yes
Free Version
No
Pricing Details
$69.99 per month
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
No
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)
Yes
In Person
No
Vendor Details
Company Name
LLC FUND MANAGER
Founded
1983
Country
United States
Website
www.mortgagepoolsoftware.com
Vendor Details
Company Name
mloflo
Founded
2022
Country
United States
Website
mloflo.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
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
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No