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
UniTrust has introduced the innovative myView platform, which streamlines both mortgage administration and advisory processes, allowing you to dedicate more time to your clients while reducing administrative burdens. Essentially, it means enhanced efficiency in managing your mortgage-related tasks.
The myView platform features myView MidOffice, which enables users to oversee the entire administrative journey from mortgage application to finalization at the notary. This system provides a detailed overview of your case, facilitates the creation of digital files for necessary documentation, and offers real-time status updates along with communication capabilities (via HDN or otherwise) among all stakeholders—clients, companies, financial advisors, service providers, and civil-law notaries. Additionally, it encompasses related mortgage products such as risk insurance, bank guarantees, and property valuations, ensuring they are fully managed and tracked within the mortgage file. In summary, myView MidOffice not only provides a transparent mortgage dossier but also automates the monitoring of all timelines associated with your file, enhancing overall workflow efficiency.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
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
No
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
UniTrust
Founded
2005
Country
Netherlands
Website
unitrust.nl/
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
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
No
Performance Management
Yes
Risk Management
Yes